Speakers Alexandra Rooney, CFP®, Director – Wealth & Estate Advisory, Main Street Research Allison Dunlap, Managing Director, Wealth Advisor, Farther Andrew Page, Managing Director, HB Wealth Andy Schwartz, Chief Executive Officer, OnePoint BFG Wealth Partners Anora Gaudino, CFP®, Vice President, Wealthspire Brian Vendig, CPA, AIF®, President & Chief Investment Officer, MJP Wealth Advisors Brittany Cook, J.D., LL.M., Co-Head of U.S. Wealth Planning, AlTi Tiedemann Global Corey Hoffstein, Co-Founder and Portfolio Manager, Return Stacked® ETFs David Hernandez, Regional Lead, 21shares David Wahlen, Vice President, Strategic Partnerships, Merit Financial Advisors Douglas O’Donnell, CEO, The O’Donnell Group Eric Sterner, CFA, CFA, MBA, CAIA, FRM, CIPM, Chief Investment Officer, Apollon Jake McCarthy, CFP®, ChFC®, Vice President & Private Wealth Advisor, Third View Private Wealth Jeff Fuhrman, President, Bogart Wealth Jeffrey Tumolo, Managing Director, Chief Investment Strategist, TAG Associates Jim Pratt-Heaney, Managing Partner, Senior Wealth Advisor, Coastal Bridge Advisors Keith Rosenthal, Co-Founder, CEO and President, Phoenix Realty Group Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Kevin Moran, President, Chief Operating Officer, AlTi Tiedemann Global Marc Cianciolo, Practice Leader of Wealth Management, Egnyte Michael Freedman, Chairman & CEO, Lighthouse Life Capital Michael Perini, Founder and CIO, Perini Capital Peter Culver, Co-Founder, Freedom Family Office Richard Brekka, CEO, Second Alpha Partners Richard Brekka, Chief Executive Officer, Second Alpha Partners Sarah Hunt, CFA, Chief Market Strategist & Portfolio Manager, Alpine Saxon Woods Sarah Mouser, CFP®, CDFA, CES, CTS, CCFS ELA, Executive Vice President, Financial Planning, Merit Financial Advisors Susie McLane, Managing Director & Senior Wealth Advisor, Summit Place Financial Advisors Vince Curtin, Head of M&A, Modera Wealth Management Victoria O’Tool, Financial Planner, Mercer Advisors
