Firms

  • Adasina Social Capital
  • Allianz Life
  • Blaylock Van
  • BNY Mellon's Pershing
  • Facet Wealth
  • Freeman Capital
  • PGIM
  • Rose Capital Advisors
  • Snappy Kraken
     

Individuals
Asset Management / Portfolio Firms

  • Rachel Robasciotti, Adasina Social Capital
  • Barbara Fuchs, PGIM
  • Katie Moore, Hamilton Lane
  • Christopher Gandy, Midwest Legacy Group, LLC
  • Shundrawn Thomas, Northern Trust Asset Management
     

Individuals
Broker-Dealers

  • Rudy Rodriguez, Ameriprise Financial
  • Amy Webber, Cambridge Investment Research, Inc.
  • Fanci Worthington, Cetera Investors
  • Tom Hake, Raymond James/Hake Investment Group
     

Individuals
Other

  • Natasha Horn, BNY Mellon's Pershing
  • Denise Williams, FIS
  • Michael Kitces, Kitces.com
  • Leslie Tabor, Schwab Advisor Services
  • Brian Haney, The Haney Company
     

Individuals
RIAs

  • Akeiva Ellis, Ballentine Partners LLC
  • Sarah Cain, Carson Group
  • Rose Niang, Edelman Financial Engines
  • Jim Roberts, Jim Roberts Investment Advisors LLC
     

Programs, Products & Services
Asset Management / Portfolio Firms

  • Bailard
  • Hamilton Lane
  • John Hancock
  • PGIM
  • Schwab Asset Management and Ariel Investments 

Programs, Products & Services
Broker-Dealers

  • American Portfolios
  • Baird
  • Raymond James
     

Programs, Products & Services
Other

  • CHIP (Changing How Individuals Prosper)
  • Dynasty Financial Partners
  • FARE - Nationwide
  • FMG Suite
  • University of Akron, Financial Planning Program, College of Business

Firms
Asset Management / Portfolio Firms

  • Ares Wealth Management Solutions
  • BlackRock
  • Cambiar Investors
  • Fidelity Investments
  • New York Life Investments
  • Schwab Asset Management and Ariel Investments
  • Transamerica
     

Firms
Broker-Dealers

  • Cambridge Investment Research, Inc.
  • InspereX
  • LifeMark Securities Corp
  • Peak Reps LLC
     

Firms
Fintech/TAMP Platforms

  • Envestnet
  • FMG Suite
  • iCapital Network
  • Smarsh
  • SMArtX Advisory Solutions
  • Snappy Kraken
     

Firms
Other

  • BNY Mellon Wealth Management
  • BNY Mellon's Pershing
  • Carver Financial Services
  • NaviPlan by InvestCloud
     

Firms
Partnerships and Consulting

  • Arnerich Massena, Inc.
  • Ed Slott and Company
  • FiComm Partners
  • Financial Planning Association
  • RDCL + FlexShares ETFs
     

Firms
RIAs

  • Avitas Wealth Management
  • Edelman Financial Engines
  • Matson Money
  • RFG Advisory
  • Robertson Stephens
  • The Humphreys Group
     

Individuals
Asset Management / Portfolio Firms

  • Omar Aguilar, Schwab Asset Management 
  • Lisette Cooper, Fiduciary Trust International
  • Matt Hall, Hill Investment Group
  • David Waddell, Waddell & Associates
  • Loreen Gilbert, WealthWise Financial Services
     

Individuals
Other

  • Barrett Ayers, Adhesion Wealth
  • LaChadra Mason, BNY Mellon's Pershing
  • Amy Webber, Cambridge Investment Research, Inc.
  • Samantha Russell, FMG Suite
  • Jacob Gold, JG&A
  • Jeffrey Rotman, Rotman and Associates
     

Individuals
Partnerships and Consulting

  • Gretchen Halpin, Beyond AUM
  • Amy Florian, Corgenius, Inc.
  • Doug Fritz, F2 Strategy
  • Marie Swift, Impact Communications, Inc.
  • Michael Kitces, Kitces.com
  • Sheryl Moore, Wink, Inc.
     

Individuals
RIAs

  • Eric Roberge, Beyond Your Hammock
  • Sue Stevens, Buckingham Strategic Wealth
  • Taylor Schulte, Define Financial
  • Peter Krull, Earth Equity Advisors
  • Kimberly Foss, Empyrion Wealth Management
  • Hannah Moore, Financial Planning Association
  • Gary Furukawa, Freestone Capital Management
  • Josh Crawford, Matson Money
  • Stacey McKinnon, Morton Capital
  • Greg Friedman, Private Ocean Wealth Management
  • Rick Wedell, RFG Advisory
  • Justin Castelli, RLS Wealth
  • Ross Marino, Transitus Wealth Partners & Advisor2X
     

Products, Programs & Services
Asset Management / Portfolio Firms

  • AllianceBernstein
  • BlackRock
  • Innovator Capital Management
  • iSectors, LLC.
  • Macquarie Asset Management
  • Northern Trust Asset Management
  • Schwab Asset Management and Ariel Investments
  • State Street Global Advisors
     

Products, Programs & Services
Broker-Dealers

  • Advisor Group
  • American Portfolios Financial Services, Inc.
  • Atria Wealth Solutions
  • Peak Reps LLC
  • Prospera Financial Services
  • Raymond James
  • The Investment Center, Inc.
     

Products, Programs & Services
Fintech/TAMP Platforms

  • Addepar
  • Adhesion Wealth
  • Advisor360°
  • CHIP (Changing How Individuals Prosper)
  • Envestnet | MoneyGuide
  • Laserfiche
  • Proteus
     

Products, Programs & Services
Other

  • Arnerich Massena, Inc.
  • Beacon Pointe
  • BNY Mellon Wealth Management
  • Clarity 2 Prosperity
  • CUNA Mutual Group
  • Hightower
  • Schwab Advisor Services
  • SmartAsset
  • Succession Resource Group

 

Firms

  • Archford
  • Equita Financial Network, affiliated with Beyond AUM
  • Cambridge Investment Research, Inc.
  • CBOE Vest
  • Flexible Plan Investments, Ltd.
  • Geneos Wealth Management
  • LPL Financial CEO Dan Arnold
  • Quantum Partners, LLC
  • Vanilla
     

Individuals
Asset Management / Portfolio Firms

  • Monali Vora, Goldman Sachs
  • Bruce Bond, Innovator Capital Management
  • Manish Khatta, Potomac Fund Management
  • Cheri Belski, T Rowe Price
     

Individuals
Broker-Dealers

  • Erinn Ford, Advisor Group
  • Lon Dolber, American Portfolios Financial Services, Inc.
  • Dawn Cooper, Ameriprise Financial
  • Steve Stroker, Black Creek Capital Markets
  • Amy Webber, Cambridge Investment Research, Inc.
  • Eric Schwartz, Cambridge Investment Research, Inc.
  • Dan Arnold, LPL Financial
  • Kirstin Hill, Merrill Lynch Wealth Management
  • Adam Lampe, Mint Wealth Management
  • Evamarie Schoenborn, Northwestern Mutual Wealth Management Company
  • Tash Elwyn, Raymond James
     

Individuals
Fintech/TAMP Platforms

  • Matt Brown, CAIS
  • David Knoch, Docupace
  • Bill Crager, Envestnet
  • Scott MacKillop, First Ascent Asset Management
  • John Lunny, Vestmark
     

Individuals
Other

  • Catherine Keating, BNY Mellon Wealth Management
  • Debra Guarino, BNY Mellon's Pershing
  • Andrew Salesky, Charles Schwab
  • David Lau, DPL Financial Partners
  • Sheryl O'Connor, IncomeConductor
     

Individuals
RIAs

  • Jonathan Straub, AdvicePeriod
  • James Maher, Archford
  • Kelley Downing, Bartlett Wealth Management
  • Shannon Eusey, Beacon Pointe Advisors
  • Hamesh Chawla, Edelman Financial Engines
  • Larry Miles, Freestone Capital Management
  • Mark Matson, Matson Money
  • Edward Deutschlander, North Star Resource Group
  • Stuart Katz, Robertson Stephens
  • Michael Carvin, SmartAsset
  • Haleh Moddasser, Stearns Financial Group
  • Ken Van Leeuwen, Van Leeuwen & Company
  • Jeff Pierce, Wipfli Financial Advisors

 

Products, Programs & Services

  • American Portfolios Financial Services, Inc.
  • Brentmark, Inc.
  • CircleBlack
  • d1g1t
  • IncomeConductor
  • La Meer Inc.
  • NaviPlan by InvestCloud

Firms

  • Advisor Group
  • Atria Wealth Solutions
  • Beacon Pointe Advisors
  • Blaylock Vann
  • CI Financial
  • Hightower Advisors
  • LPL Financial
  • Sanctuary Wealth
  • Vestwell
     

Individuals

  • Brandon Kawal, Advisor Growth Strategies
  • Matthew Cooper, Beacon Pointe Advisors
  • Scott Holsopple, Hightower Advisors
  • Kristen Bauer, Laird Norton Wealth Management
  • Dan Arnold, LPL Financial
  • David Grau Jr., Succession Resource Group
     

Products, Programs & Services
Asset Management / Portfolio Firms

  • BNY Mellon | Pershing
  • Hamilton Lane
  • Macquarie Asset Management

Products, Programs & Services
Other

  • American Portfolios Financial Services, Inc.
  • LPL Financial
  • SS&C Advent
     

Products, Programs & Services
Partnerships and Consulting

  • Advisor Legacy
  • LendingWell
  • PPC LOAN
  • Succession Resource Group
     

Products, Programs & Services
RIAs

  • Hightower
  • Proteus
  • Robertson Stephens