Barron’s 100 Summit 2022 | Barron's Advisors | 28 September 2022 | The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

This summit is an annual elite gathering of the nation’s preeminent financial advisors, designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.

2022 Speakers

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Matt Hougan
CIO, Bitwise

Eric Traupe
Senior CIA executive with 30 years of combined experience in the US Intelligence Community and United States Marine Corps

Tony Crescenzi
Executive Vice President, Market Strategist, PIMCO

Brian Levitt
Global Market Strategist, Invesco

Vince Lumia
Managing Director - Head of Field Management, Wealth Management at Morgan Stanley

Paul Saganey
Integrated Partners

Thomas Titus
SMART Concepts Group

Chris Toomey
Morgan Stanley Private Wealth Management

Steve Chiavarone, CFA
Vice President, Head of Multi Asset Solutions, Federated Hermes

Phil Orlando, CFA
Senior Vice President, Chief Equity Market Strategist, Federated Hermes

Kayvon Sarmadi
UBS Financial Services, Inc.

Maureen Shuler
First Vice President, Graystone Consulting, a business of Morgan Stanley

Gary Swearingen
SC3F Wealth Management Group, Wells Fargo Advisors

Shawn Reynolds
Portfolio Manager, Global Resources, Van Eck

Charles Balducci
Merrill Lynch Wealth Management

Keith Jacoby
Wells Fargo Advisors

Richard Zinman
Morgan Stanley Private Wealth Management

Jeffrey Brooks
Wealth Strategist, Capital Group, home of American Funds

Shirl Penney
President & Chief Executive Officer, Dynasty Financial Partners

Laird Bieger
Vice President, Portfolio Manager, Baron Capital

Michael Evans
Managing Director, UBS Financial Services, Inc.

Robert Holderith
Head of PGIM Custom Harvest, PGIM Investments

Curt Rubinas
Managing Director, UBS Financial Services, Inc.

Adam Carlin
Morgan Stanley Private Wealth Management

Tim Pagliara
CapWealth Group

Michael Poppo
UBS Financial Services, Inc.

Steve Deschenes
Director of Client Research, Capital Group

Lisa Detanna
Raymond James

Rick Jones
Merrill Lynch Wealth Management

Paul McGinn
First Trust

Robert Balentine
Balentine

William Greco
UBS Financial Services, Inc.

Michael Klein
Robert W. Baird & Co.

Brie Williams
Head of Practice Management, State Street Global Advisors

Tom Rieman
Head of Wealth Solutions, Global Business Intelligence, J.D. Power

Christian Heck
Portfolio Manager, Associate Director of Research and Senior Research Analyst, First Eagle Investments

Mike Tirico
American Sportscaster, Host & Play-by-Play Announcer, NBC Sports

Holly Newman Kroft
Neuberger Berman

Ron Vinder
Morgan Stanley Private Wealth Management

Andy Sieg
President, Bank of America Corporation

Dennis Moseley-Williams
Founder & CEO, Dennis Moseley-Williams Strategic Counsel

Chris Davis
Chairman, Davis Advisors

Jeremy J. Siegel
Russell E. Palmer Professor of Finance, Wharton School of the University of Pennsylvania in Philadelphia,
Pennsylvania

MODERATORS:

Jack Otter
Global Head, Wealth & Asset Management, Barron's Group

Brian Hamburger
Founder, President & CEO, MarketCounsel Consulting

Michael Wolff
Senior Vice President, Senior Regional Consultant, Federated Hermes

Reshma Kapadia
Associate Editor, Barron's

Ray Sclafani
Founder & CEO, ClientWise

Jack Otter
Global Head, Barron's Wealth & Asset Management Group

Steve Kuehl
Business Segment Leader, Edward Jones

Kenneth Correa
Managing Director, Merrill Lynch Wealth Management

Meghan McCartan
Chief Marketing Officer, Hightower

Wendy Strutt
SVP, Head of US Accounts, PGIM

2022 Sponsors and Partners

MARQUEE SPONSOR:
• PGIM Investments

WEALTH MANAGEMENT PARTNERS:
• Edward Jones
• J.P Morgan Wealth Management
• Merrill
• Morgan Stanley
• Raymond James
• UBS
• Wells Fargo

SPONSORS AND PARTNERS:
• Baron Capital
• Bitwise
• Capital Group
• Davis Advisors
• Federated Hermes
• First Eagle Investments
• First Trust
• Invesco QQQ
• Pimco
• State Street SPDR
• VanEck