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

Joe Duran
Managing Director
Head of Goldman Sachs Personal Financial Management

(Photo Credit:

Sonya Dreizler
National D&I/ESG/SRI Expert
Head of Solutions With Sonya

Ric Edelman
Digital Assets Council of Financial Professionals

Gabe Garcia
Managing Director, Corporate Development 
Cresset Capital Management  

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

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

Aaron Schaben
Carson Group

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

Amy Webber
President and Chief Executive Officer
Cambridge Investment Management

Dasarte Yarnway
Founder and Managing Director
Berknell Financial Group