OneVoice 2024 | Financial Services Institute (FSI) | 29 January 2024 | Gaylord Palms Resort & Convention Center, 6000 W Osceola Pkwy, Kissimmee, FL 34746, USA
Venue
Gaylord Palms Resort & Convention Center
Gaylord Palms Resort & Convention Center, 6000 W Osceola Pkwy, Kissimmee, FL 34746, USA
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| Event Date | Mon Jan 29 EST - Wed Jan 31 EST (11 months ago) |
| Location |
Gaylord Palms Resort & Convention Center
6000 W Osceola Pkwy, Kissimmee, FL 34746, USA |
| Region | Americas |
Details
This is the annual in-person gathering for independent financial services firm executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of independent financial services firms.
Speakers
2024 Speakers
Noelle Russell
Leading AI Innovator & Practitioner, Global AI Solutions Lead at Accenture, Founder & Chief AI Officer at AI Leadership Institute
Bruce Mehlman
Consultant & Former Federal Official, Mehlman Consulting
Emily Schlosser
FSI Board Member & COO, BNY Mellon | Pershing
Marc Squires
FSI Board Member & Head of the Wealth and Brokerage Platforms, Fidelity Institutional
Dale Brown
President & CEO, Financial Services Institute
Mike Durbin
CEO, Cetera Holdings
Adam Malamed
FSI Board Member & CEO, Sanctuary Wealth
Shannon Reid
President, ICD, Raymond James Financial Services, Inc.
Amy Webber
FSI Board Member & CEO, Cambridge Investment Research, Inc.
Sponsors & Partners
2024 Sponsors
AMBASSADOR SPONSORS:
• BNY Mellon
• Fidelity
PREMIER SPONSORS:
• Broadridge
• CAIS
• Capital Group
• Envestnet
• Orion
• Sammons
• SEI
ASSOCIATE SPONSORS:
• Abacus Life Group
• AdvicePay
• Advisor360
• Allianz Life Financial Services, LLC
• Aon
• Arthur J. Gallagher & Co.
• Ashar Group – Life Settlements and Policy Valuations
• Ashford Securities, LLC
• AssetMark, Inc.
• Athene
• Axos Clearing
• BetaNXT
• BlackRock
• Blue Vault
• Bluerock Capital Markets, LLC
• CapitalRock
• Corebridge Financial Distributors
• Disability Specialists, Inc.
• Docupace Technologies, LLC.
• eMoney Advisor
• ExchangeRight
• Ezra Group
• Future Capital & SIGNiX
• GreenLine Consultants
• Hexure
• Hines Securities, Inc.
• Inland Real Estate Investment Corporation
• Invesco
• iPipeline
• Jackson National Life Insurance Company®
• Lincoln Financial Group
• MyVest
• Paperclip, Inc.
• Phoenix American
• Pontera Solutions, Inc
• Prudential Annuities
• RegEd, Inc.
• SMArtX Advisory Solutions
• The Pacific Financial Group
• Transamerica Capital, Inc.
• UPTIQ
• Vestmark, Inc.
• YCharts
PARTNER LAW SPONSOR:
• Winget, Spadafora & Schwartzberg, LLP
ASSOCIATE LAW SPONSORS:
• Armstrong Teasdale LLP
• Freeman Mathis & Gary, LLP
• Kessler Collins P.C.
• O'Hagan Meyer
• Pension Resource Institute & Retirement Law Group
2024 CPA FIRM SPONSOR:
• Crowe LLP Logo