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

Bob Oros
Chairman and CEO
Hightower

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

Patti Brennan
CFP®, CFS, and CEO
Key Financial Inc.

Rodrigo Guerrero Figueroa
Head of Fraud Risk Management
Fidelity Investments

Daniel Gutman
Vice President, Head of Wealth Solutions
Prudential

Les Kaldus
Head of Data Strategy
Fiduciary Trust International

Michael Liersch
Head of Advice and Planning
Wells Fargo Bank

Tom Selman
President and CEO
Scopus Financial Group

Sarah Tipple
National Director, Digital Strategy and Client Reporting
Bernstein Private Wealth Management

Melissa Perez
Director of Market Research
Fidelity Investments

Rod Sayegh
Chief Digital Officer
Fiduciary Trust International

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

William Whitt
Strategic Advisor
Datos Insights