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
• 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