Featured Speakers

Keynote Speaker

Keynote Speaker

Keynote Speaker

Andy Blocker
Andy Blocker
Principal, Head of Policy, Regulatory and Government Relations
Edward Jones
Bob Oros
Bob Oros
Executive Advisor and Board Member
Hightower Advisors
Jennifer Povlitz
Jennifer Povlitz
Vice Chair
UBS
Bill Capuzzi
Bill Capuzzi
CEO
Apex Fintech Solutions
Joy Chen
Joy Chen
Vice President of Product
CapIntel
Marc Corbett
Marc Corbett
VP of Sales Engineering
Backbase
Mark DeLotto
Mark DeLotto
Partner
Simon Quick Advisors
Rivka Gewirtz Little
Rivka Gewirtz Little
Chief Growth Officer
Socure
Rodrigo Guerrero Figueroa
Rodrigo Guerrero Figueroa
Head of Fraud Risk Management
Fidelity Investments
Daniel Gutman
Daniel Gutman
Vice President, Head of Wealth Solutions
Prudential Financial
Les Kaldus
Les Kaldus
Head of Data Strategy
Fiduciary Trust International
Michael Liersch
Michael Liersch
Chief Planning Officer
Edelman Financial Engines
Molly Marren
Molly Marren
VP/Director, Digital Solutions
Bernstein Private Wealth Management
Tania Neild
Tania Neild
Founder
InfoGrate, Inc.
Rose Palazzo
Rose Palazzo
Principal, Head of Financial Planning Tools and Capabilities
Edward Jones
Melissa Perez
Melissa Perez
Director of Market Research
Fidelity Investments
Tom Selman
Tom Selman
President and CEO
Scopus Financial Group
Rod Sayegh
Rod Sayegh
Chief Digital Officer
Fiduciary Trust International
Adam Scully-Power, CIMA©, CPWA©
Adam Scully-Power, CIMA©, CPWA©
Practice Solutions Director
Nebo Wealth
Diane Young
Diane Young
Chief Operating Officer
Navy Federal Financial Group

Datos Speakers & Moderators

Julie Conroy
Julie Conroy
Chief Insights Officer
Datos Insights
Greg O'Gara
Greg O'Gara
Strategic Advisor
Datos Insghts
Wally Okby
Wally Okby
Strategic Advisor
Datos Insights
Doug Trott
Doug Trott
Datos Fellow
Datos Insights
William Trout
William Trout
Director, Securities & Investments
Datos Insights