John Dowd
Chairman of the Board and Chief Executive Officer
Fiduciary Trust Company International

Vib Arya
Chief Operating Officer
Shufro Rose

Greg Beltzer
Head of Technology
RBC Wealth Management

Jim Bertles
Managing Director
Alti Tiedemann Global

Ilan Davidovici
Partner
Edward Jones

Robert Goff
VP, Succession & Acquisition Planning
Raymond James

Kate Healy
CEO & Founder
AdvoKate IQ

Paige Nelson
VP and Senior Manager
Capital Group

Claire O’Keefe
Partner, Head of Partner Development
Cerity Partners

Angie O'Leary
Head of Wealth Planning
RBC Wealth Management

Mike Rieker
Director, Inorganic Growth Consulting
Constellation Wealth Capital

Amanda Robinson
VP, Portfolio Solutions
Fidelity Investments

Paramita Sarkar
Head of Product Strategy, Insurance and Annuities, ESG, Performance Reporting and Analytics
Ameriprise Financial

Lisa Asher
Strategic Advisor
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

William Trout
Director, Securities and Investments Practice
Datos Insights

William Whitt
Strategic Advisor
Datos Insights