Sponsor Speakers

Carlo Biagioni, VP Head of SMB, BigData.com

Daniel Jisa, Managing Director, MBX Hedge Funds

Jake Scott, Managing Partner, Easterly Asset Management

Kim Ledger, SVP of Complex Assets, Ren Inc.

Michael Falcon, Chief Executive Officer, Eagle Capital

Paul Cleary, Director, MBX Group

Sofia Douzoglou, Vice President, Private Wealth Group, CIM

Tommy DiBona, VP, Investor Relations, Archway Capital

Tyler Novak, Director, MBX Hedge Funds

Speakers

Aaron Tawil, Chief Operating Officer, Chief Compliance Officer, Wealthstream Advisors

Adam C. Roosevelt, Chief Growth Officer, Bleakley Financial

Allison Dunlap, Managing Director, Harbour Capital Advisors

Ankur Patel, Vice President of Private Wealth Management Investments, Ellevest

Anora Gaudiano, CFP, Vice President, Wealthspire Advisors

Benjamin Armellini, Partner, Portfolio Manager, Main Street Research

Bryce Black, Vice President, Robertson Stephens

Chuck Failla, Founder & Chief Executive Officer, Sovereign Financial Group, Inc.

Dennis Morton, Founder and Principal, Morton Brown Family Wealth

Eric Flynn, Executive Vice President, Head of Wealth Management, Compound Planning

Joe Halpern, Chief Investment Officer, Fountainhead Advisors

John Araneo, Founder, Chief Executive Officer, Crescent Harbour Private Wealth

Karen Atlfest, Executive Vice President, Altfest Personal Wealth Management

Kevin Moran, President, Chief Operating Officer, AlTi Tiedemann Global

Mallon FitzPatrick, Managing Director, and Head of Wealth Planning, Robertson Stephens

Mark Neely, Director of Alternative Investments, GenTrust Wealth Management

Michael Tanney, Senior Managing Director, Magnus Financial Group

Natalia Tchetchoulina, Partner, Cerity Partners

Noel Campbell, Managing Director, Wealth Advisor, Cresset Capital

Sam Clifford, Chief Technology Officer, Stansberry Asset Management

Sara Gallucci, Director, AlTi Tiedemann Global

Susie McLane, Managing Director, Summit Place Financial Partners

Wayne Yi, Partner, Chief Investment Officer, Simon Quick Advisors