Renée Baker
Head of Advisor Inclusion Networks
Raymond James Private Client Group

Christine Benz
Director of Personal Finance
Morningstar, Inc.

Joe Duran
Managing Director
Head of Goldman Sachs Personal Financial Management

Gabe Garcia
Head of RIA Client Experience, Business Development & Strategy

Neesha Hathi
Executive Vice President and Digital Solutions Officer
Charles Schwab

Kate Healy
Board Chair for the Foundation for Financial Planning; former executive at TD Ameritrade Institutional

Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group; Finance Professor of Practice at Creighton
University's Heider College of Business

Aneri Jambusaria
Executive Vice President of Strategy and New Ventures, Data and Analytics
LPL Financial

Jeff Levine
Chief Planning Officer, Lead Financial Planning Nerd, Tax Planning Strategist
Buckingham Wealth Partners,, Holistiplan

Rose Niang
Director of Financial Planning
Edelman Financial Engines

Mark Tibergien
Mark Tibergien Insights LLC; former CEO of Advisor Solutions, BNY Mellon Pershing

Amy Webber
President and Chief Executive Officer
Cambridge Investment Research, Inc