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Speakers
Featured Speakers
Justine Benkowski
SVP/Sr. National Director, Private Wealth Product Management
Bernstein Private Wealth Management
Alison Considine
Senior Director, Strategy
Betterment Advisor Solutions
Marc Corbett
VP of AI Go-to-Market
Backbase
Rick Fraelick
Director
Zocks
Jeffrey Feinstein
Global Head of Analytic Strategy
LexisNexis Risk Solutions
Tim Fisk
Senior Vice President, Partnerships
Hargrove
Jane Gulian-Moiroux
Head, Investment Platform • BMO Private Wealth
BMO Financial Group
Danny Hamer
Director, PWM Technology Platforms
William Blair
Thomas Hancock
Head of Wealth Technology
Truist
Nitesh Kadakia
Managing Director, Fintech, CRM & Artificial Intelligence
Merrill Lynch
Bryan Koepp
Wealth Planning Executive
Regions Private Wealth Management/Bank
Danny Lohrfink
Co-Founder and Chief Product Officer
Wealth.com
Scott Luhnau
Head of Advanced Wealth Planning
Mariner
Stacey Meier
SVP Wealth Management
Emprise Bank
Dan Mercurio
Chief Operating Officer
Tandems
Scott Peddle
Vice President, Head of Product Strategy
Nasdaq Verafin
James Popalis
SVP Channel Performance
Scotiabank
Jennifer Povlitz
Vice Chair
UBS
Randy Prager
CTO
Flyer Financial Technologies
Steve Quirk
Chief Brokerage Officer
Robinhood Markets
Daryl Seaton
President & CEO
Sowell Management
Tirdad Shojaie
Managing Director – Head of Platform Strategy
Flyer Financial Technologies
James Viceconte
Senior Vice President, Investment Product Head
Citizens Securities Inc.
Greg Weiss
Managing Director, Head of Wealth Customized Solutions
Goldman Sachs
Datos Speakers & Moderators
Jennifer Ham
Chief Revenue Officer
Datos Insights
David Lincoln
Executive Advisor
Datos Insights
Greg O'Gara
Strategic Advisor
Datos Insights
Wally Okby
Strategic Advisor
Datos Insights
William Trout
Director, Securities & Investments
Datos Insights