Speakers Angie Stephenson CFP®, CPA-PFS, Managing Partner, Savant Wealth Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEO, RiversEdge Advisors Brittany Cook, J.D., LL.M.. Managing Director, AlTi Tiedemann Global Brook Hart, CFP®, CEPA®, President & CCO, Presilium Private Wealth Federico Brokate, Global Head of Business Development, 21shares Jacky L Petit-Homme, CFP®, CRPC®, Managing Director & Wealth Advisor, Liberty One Wealth Advisors James J. Spinelli, ChFC®, Founder & CEO, Great Valley Advisor Group Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer, WSFS and Bryn Mawr Trust Jeff Gerold, CFP®, CRPC®, Senior Vice President, Strategic Partnerships, National Philanthropic Trust Jill Steinberg, MBA, CDFA®, Managing Director, Partner, Beacon Pointe Advisors John Hart, CAIA, Senior Consultant, Fiducient Advisors Kathryn Brown, CFP®, ChFC®, Founder & Principal, Morton Brown Family Wealth Kimberly Crowley, CFP®, Partner, Cerity Partners Lauren Mance, CFA, Director, Market & Investment Strategy, RiversEdge Advisors Mark Cecchini, CFP®, CCFC, Director, Wealth Solutions, Wealth Advisor, Quadrant Capital Mark Pasierb, President, Kingbird Investment Management Mckenzie Frankel, CFP®, Principal, Entrust Financial Michael Bailey, CFA, Director of Research, Investment Committee Chair, FBB Capital Partners Michael Bilotta, President, Gladstone Group Michael LoCasale, CFA, CAIA, Director, Investment Strategy, Mill Creek Capital Michael Mele, CFA, Portfolio Manager, HB Wealth Michael Pidhirskyj, President, CapRidge Advisors Morgan Tesoriero, CFP®, Chief Compliance Officer, Manager of Investment Ops, Joel Isaacson & Co. Nathan Clayberg, Senior Vice President, MLG Capital Nelson P. Scott, Vice President and High Net Worth Specialist, PGIM Partheev Shah, Chief Operating Officer, Zenith Wealth Partners Ricardo Ferreira, Partner, Wealth Manager, Paragon Wealth Management Robyn Jameson, CFP®, CLTC®, Managing Director, Partner, Wealth Manager, Merit Financial Advisors Rory O’Hara, CFP®, CRPC®, Founder & Senior Managing Partner, Ausperity Private Wealth Steven Clark, Senior Managing Director, President- Search, Gladstone Group
