Andy Blocker
Global Head of Public Policy and Strategic Partnerships
Invesco, Ltd.

Bob Oros
Executive Advisor and Board Member
Hightower

Jennifer Povlitz
Vice Chair, Managing Director, Global Wealth Management
UBS

Joy Chen
Vice President of Product
CapIntel

Mark DeLotto
Partner
Simon Quick Advisors

Rodrigo Guerrero Figueroa
Head of Fraud Risk Management
Fidelity Investments

Daniel Gutman
Vice President, Head of Wealth Solutions
Prudential Financial

Vaughn Harvey
Chief Data and AI Officer
LPL Financial

Les Kaldus
Head of Data Strategy
Fiduciary Trust International

Michael Liersch
Chief Planning Officer
Edelman Financial Engines

Tom Selman
President and CEO
Scopus Financial Group

Melissa Perez
Director of Market Research
Fidelity Investments

Rod Sayegh
Chief Digital Officer
Fiduciary Trust International

Adam Scully-Power, CIMA©, CPWA©
Practice Solutions Director
Nebo Wealth

Diane Young
Chief Operating Officer
Navy Federal Financial Group

Julie Conroy
Chief Insights Officer
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

Doug Trott
Datos Fellow
Datos Insights

William Trout
Director, Securities & Investments
Datos Insights