Speakers

Anthony Pace, CFP®, Managing Principal, Lindberg & Ripple

Brett Orvieto, Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Brian Collett, CFA®, CAIA, Managing Director, I Squared

Catherine Hyder, CFP®, CDFA®, BFA™, Financial Planner & Advisor, Stonebridge Financial Planning Group

Dan Baccarini, CIMA®, Chief Distribution Officer, Beacon Capital

Erin Gibbs, Chief Equity Strategist, SlateStone Wealth

Frances Stacy, Economic Strategist & Wealth Manager, Scarlet Oak Financial Services

Galan G. Daukas, CFA®, CFP®, Chief Executive Officer & President, Bradley, Foster, & Sargent

Gokhan Kisacikoglu, CEO & CIO, Quants

Joaquin Balaguer, Private Equity Specialist, Voya Investment Management

John M. Suddeth Jr., CFA®, Chief Investment Officer & Cofounding Principal, Naples Global Advisors

John Thomas, CFA®, Chief Investment Officer, Global Wealth Management

Joseph Morgart, Vice President and Client Portfolio Manager, Pioneer Investments

Kasia Marczyk, CFP®, CRPC®, CDFA®, President and CEO, Anchor Wealth Management Group

Leo Kelly, Chief Executive Officer, Partner, Verdence Capital Advisors

Luke Melms, CFP®, Managing Director & Private Wealth Advisor, Firm Foundation Family Wealth

Michael Silver, CFP®, AEP®, CLU, Chief Executive Officer, Baron, Silver, Stevens Financial Advisors

Mickey Janvier, Head of North America Sales, 21shares

Sarah Mouser CCFS®, CDFA®, CES™, CFP®, CTS™, ELA™, Managing Director, Financial Planning, Verdence Capital Advisors

Susan Jones, J.D., CFP®, CDFA®, Co-Founder & Managing Wealth Partner, Sorelle Wealth Partners

Todd Moll, CFA®, CFP®, AIF, Chief Investment Officer, Provenance Wealth Advisors