Speakers Andrew Busa, MSPFP, CFP®, CCFC, Director of Financial Planning, RWA Wealth Management Angel Williams Costanza, Chief Operating Officer, Beck Bode Archan Basu, CFA, Chief Investment Officer, Altar Rock Benedikt Kramer, Senior Director, Business Development, Impact Enablement, CapShift Brendan Boyle, CEO, Privacore Brent Peters, Partner, VP, Quants Cameron Rahbar, MST, CFP®, AEP®, Portfolio Manager, Wealth Strategist, Howland Capital Elliot Herman, CFP®, Executive Director, Financial Planning, Edelman Financial Engines Erik Jefferson, CFA, CAIA, CWS, Chief Investment Officer, Flagship Harbor Advisors George Webb, CF2®, Chief Executive Officer, Pension & Wealth Management Advisors Greg Clifford, Chief Executive Officer, The Clifford Group Jared Sweeney, CFP®, Partner and Senior Wealth Advisor, Mission Wealth Jay Menozzi, CFA, CIO, Senior Portfolio Manager, Easterly Orange Jill Fopiano, CFA, CFP®, Senior Advisor, Senior Director, Mercer Advisors Jim Bode, Managing Partner, Beck Bode Joe Wesolaski, Managing Director, Enterprise Sales, Zocks Joseph A. Hickman, Vice President, Investor Relations, Reaves Asset Management Katherine Sheehan, J.D., AEP®, Wealth Strategist, Managing Director, Crestwood Advisors Keith Rosenthal, Co-Founder, CEO and President, Phoenix Realty Group Mark T. Spellman, Partner, Chief Executive Officer & Portfolio Manager, Alpine Saxon Woods Michael Banchick, Chief Technology Officer, Winthrop Wealth Michelle Graham, Chief Operating Officer, Northstar Asset Management Pammi Bhullar, Senior Director, Corporate Citizenship, Edelman Financial Engines Paul Shelton, Vice President, Client Portfolio Manager, Columbia Threadneedle Investments Rachael DeCosta, CDFA,Wealth Advisor,Sax Wealth Advisors Raj Bhattacharyya,Chief Executive Officer, Robertson Stephens Rob Bruch,CFA, Chief Investment Officer, Middleton & Co. Rob Spies,Managing Director, SRG, THL Partners Shannon Smith, CFP®, AWMA®,Director of Planning & Client Experience, Pallas Capital Advisors Tyler Griffith, Managing Director, Investor Relations, THL Partners
