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

Gregory Coleman
Founder
Coleman Worldwide Advisors LLC

Jerone Abueva
Director, B2B Solutions Business Development
Samsung Electronics America

Greg Beltzer
Head of Technology
RBC Wealth Management

Jim Bertles
Managing Director
Alti Tiedemann Global

Ilan Davidovici
Partner
Edward Jones

Kathryn Delcavo
Vice President, Strategy
Prudential Financial

Lydia DiClemente
Head of the Advisor Development Program Field Leadership
Merrill Lynch

Tim Foley
Head of AI Accelerator
LPL Financial

Robert Goff
Vice President, Succession and Acquisition Consulting Group
Raymond James Financial

Jane Gulian-Moiroux
VP & Nt'l Dir, Invest Platform • Investment Management
BMO

Kate Healy
CEO & Founder
AdvoKate IQ, LLC

Anton Honikman
CEO
MyVest

Rosemary Hueser
SVP Manager of Advisor Trust Services
BOK Financial

Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch

Manish Malhotra
Founder and CEO
Income Discovery

Paresh Mutha
SMD, Head of Advice Strategy and Experience
TIAA

Paige Nelson
VP and Senior Manager
Capital Group

Angie O'Leary
Head of Wealth Planning
RBC Wealth Management

Kara Pass
President and CEO
Market Street Trust Company

Mike Rieker
Director, Inorganic Growth Consulting
Constellation Wealth Capital

Amanda Robinson
VP, Portfolio Solutions
Fidelity Investments

Abby Salameh
Chief Growth Officer
RFG Advisory

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

Ken Stern
President
Lido Advisors

Gabriela Weiss
Principal
Advent International

Lisa Asher
Strategic Advisor
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

William Trout
Director, Securities & Investments
Datos Insights

William Whitt
Strategic Advisor
Datos Insights