Featured Speakers

Keynote Speaker

Keynote Speaker


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

Bob Oros
Chairman and CEO
Hightower

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

Datos Speakers & Moderators


Julie Conroy
Chief Insights Officer
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

William Trout
Director, Securities & Investments
Datos Insights

William Whitt
Strategic Advisor
Datos Insights