RIA Edge 2022 | Informa Connect | 31 May 2022 | The Diplomat Beach Resort Hollywood, Florida, 3555 S Ocean Dr, Hollywood, FL 33019, USA

The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event.

This event focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development.

2022 Speakers

Nouriel Roubini
Professor of Economics New York University’s Stern School of Business and CEO, Roubini Macro Associates, LLC

Eli Manning
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant

Archie Manning
lFormer NFL Pro Quarterback, Former New Orleans Saints

Rianka Dorsainvil
Co-Founder and Co-CEO, 2050 Wealth Partners

Joe Duran
Head of Goldman Sachs Personal Financial Management, Goldman Sachs

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Shannon Eusey
CEO, Beacon Pointe Advisors

Heather Fortner
CEO, SignatureFD

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Robert Shiller
American economist, best-selling author and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance, Yale University

Rosie Rios
43rd Treasurer of the United States and CEO, Red River Associates

Julie Abbett
ETF Sales, J.P. Morgan Chase & Co

Ray Adams
Division Director, RIA & Custody Services (RCS), Raymond James

Sean Allocca
Editor in Chief, ETF.com

Andrew Altfest
President, Altfest Personal Wealth Management

Madalyn Armijo
Director of Account Management, Vise

Carolyn Armitage
Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network

David Armstrong
Editor-in-chief and Executive Director of Content, Wealthmanagement.com

Vib Arya
Chief Operating Officer, Shufro Rose

Eric Balchunas
Senior ETF Analyst, Bloomberg

Vance Barse, CPWA®, AIF®,
Wealth Strategist and Founder, Your Dedicated Fiduciary®

Fred Barstein
Founder & CEO, TRAU, TPSU, and 401kTV

Adam Blumberg, CFP
Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis

Toby Bochan
Managing Editor, CoinDesk

Diana Britton
Managing Editor, WealthManagement.com

Reggie Browne
Principal, GTS

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Frank Bub
Senior Director, Distribution Consulting, Captrust

Brad Bueermann
CEO, FP Transitions

Ron Bullis
CEO, Lifeworks Advisors

Robert Bush
Director, DWS Research Institute

Diana Cabrices
Vice President of Enterprise Development, Snappy Kraken

Candice Carlton
Executive Vice President and leads Advisor Education business, FiComm Partners

Megan Carpenter
CEO & Co-Founder, FiComm Partners, LLC

Christine Cataldo
Chief Technology & Digital Officer, Mercer Advisors

Marguerita Cheng, CFP
CEO, Blue Ocean Global Wealth

Craig Cintron
Head of Consulting, RIA Custody, Goldman Sachs

Eric Clarke
CEO and Founder, Orion Advisor Solutions

Reed Colley
CEo, Summit

Michael Contopoulos
Director of Fixed Income, Richard Bernstein Advisors

Zach Conway
Founder & CEO, Seeds Investor

Caitlin Cook
Head of Community and VP of Operations, Onramp Academy

Steve Cook
Managing Director, ETFs, Harbor Capital Advisors, Inc.

Hernando Cortina
Head of Index Strategy, ISS ESG

Lisa Crafford
Director, Head of Business Consulting, Pershing

Daniel Crosby
Chief Behavioral Officer, Orion Advisor Technology

Ben Cruikshank
Head of Flourish, Flourish

Sohail Dadani
Director, Solution Engineering, Mulesoft

Yasmin Dahya Bilger
Head of ETFs, Engine No. 1.

Allen Darby
CEO, Alaris Acquisitions, LLC

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

Chris Davis
Chairman and Portfolio Manager, Davis Advisors

Cameron Dawson, CFA
Chief Market Strategist, Fieldpoint Private Securities, LLC

Jillian DelSignore
Head of Advisor Sales & ETFs, FLX Networks

David DeVoe
CEO and Founder, DeVoe & Company

Carina Diamond
Chief Experience Officer, Managing Partner, Dakota Wealth Management

Jim Dickson
Founder and CEO, Sanctuary Wealth

Ryan Donovan
Senior Vice President, Orion Advisor Technology

Steve Earner
Head of RIA Platform, LPL Financial

Jane Edmondson
Co-Founder and CEO, EQM Indexes

Rachel Elson
Wealth Advisor. Perigon Wealth

Kim Escue
CFO & Senior Portfolio Manager, Stringer Asset Management

Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group

Dani Fava
Head of Strategic Development, Envestnet

Chris Field
Chief Growth Officer, Holistiplan

James Fisher
Vice President of Mergers & Acquisitions, FP Transitions

Amy Flourry
Director of Operations, Rehmann Financial

Greg Friedman
Chief Strategy Officer, Wealthspire Advisors

Emma Friend
Head of Marketing, Capital Group ETFs

Doug Fritz
Founder, F2 Strategy

Deborah Fuhr
Managing Partner & Founder, ETFGI, Partner & founder ETF TV

John Furey
Managing Partner, Advisor Growth Strategies

Teddy Fusaro
President, Bitwise

James Gardiner
Co-Founder & COO, Advisor Services Exchange (ASx)

Nate Geraci
President, The ETF Store and Host, ETF Prime

Megan Gorman
Founder & Managing Partner, Chequers Financial Management

Adam Green
Chief Executive Officer, YieldX

Jeff Haines
Enterprise Architect, Thrivent Advisor Network

Jeff Haller
MD, Financial Institutions Group, Investment Banking Division, Goldman Sachs

Lori Hardwick
Strategic Advisory Board, Genstar Capital, LLC

Rafia Hasan
Chief Investment Officer, Wipfli Financial Advisors

Todd Hedtke
Chief Investment Officer, Allianz

Angie Herbers
Founder & Chief Executive, Herbers and Co.

Peter Hess
President, Mid Markets, InvestCloud

Tim Holland
Chief Investment Officer, Orion Advisor Solutions

Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group

Phil Huber, CFP®, CFA®
Chief Investment Officer, Savant Wealth Management

Jonathan Hudacko
Principal, Personalized Indexing Financial Advisor Services, Vanguard

Robert Hughes
Global Head of Sales for Alerian and S-Network Global Indexes, Alerian

Joel Hurst
Senior Vice President of Business Development, Orion Advisor Technology

Sam Huszczo, CFP®, CFA®
Founder, SGH Wealth Management

Patrick Ikhifa
Strategic CA, Mulesoft

Robert Isbitts
Co-Founder and Chief Investment Strategist, Sungarden Investment Publishing LLC

Roxanna Islam
Associate Director of Research, Alerian

Ryan Issakainen
Senior Vice President and Exchange-Traded Fund Strategist, First Trust

Davis Janowski
Senior Technology Editor, WealthManagement.com

Taylor Jobe
Founder + Options Evangelist, Harvest – Options Tools for Financial Advisors

Adrian Johnstone
President and Co-Founder, Practifi

Melissa Joy
Founder, Pearl Planning

Joanna Kanakis
Executive Vice President, Head of Business Development, Halo Investing, LLC

Brandon Kawal
Principal, Advisor Growth Strategies

Bill Kelly
CEO, CAIA

Heather Kelly
SVP, Head of Advisory & Strategic Accounts, Allianz

Chris King
CEO, Eaglebrook

Dodd Kittsley
National Director, Davis Advisors

Lorie Konish
Personal Finance Reporter, CNBC

Venu Krishnamurthy
Co-head Aladdin Wealth Tech, BlackRock Solutions

Samuel Lau
Fixed Income Asset Allocation Specialist and Portfolio Manager, DoubleLine Capital

David LaValle
Senior Managing Director, Global Head of ETFs, Grayscale Investments

Roberto Lazzarotto
CEO, Yewno

Brian Leitner, CFP®, ChFC®
Head of Mariner Platform Solutions, Mariner Platform Solutions

Martine Lellis
Chief Talent & Business Solutions Officer, Mercer Advisors

Matt Lewis
VP, Head of ETF Implementation & Capital Markets, American Century Investments

Sharon Liebowitz
Senior Director, Innovation & Strategy, S&P Dow Jones Indices

Julie Littlechild
Founder, Absolute Engagement

Richard Lofgren
MD, Head of RIA Sales Central Region, Goldman Sachs

Sonya Lutter
Director of Institutional Research and Education, Herbers & Co.

Jud Mackrill
CEO & Cofounder, Milemarker

Jon Mauney
Lead for Betterment for Advisors, Betterment

Kay Lynn Mayhue
President, Merit Financial Advisors

Matt McCall
Lead Analyst, Stansberry Research

Meghan McCartan
Managing Director, Head of Marketing, Hightower Advisors

Crystal McClenthen, CFA
Head Of Product Strategy, Funds And Managed Accounts, FlexShares Exchange-Traded Funds Group

Ryan McCormack
Senior Factor & Core Equity Strategist, Invesco QQQ

James McNerny
Managing Director, Portfolio Manager. Global Liquidity Business, JPMChase

Abby Miller Levy
Co-Founder & Managing Partner, Primetime Partners

Kelsey Mowrey
President, Motley Fool Asset Management

Alex Murguia
Managing Principal, McLean Asset Management

Vinay Nair
Founder, Chairman, and CEO, TIFIN

Jackie Noblett
Senior Reporter, Ignites, Producer, ETF Insider, Financial Advisor IQ

Peter Nolan
Director of Strategic Accounts, Pontera

Brandon Odell
Partner, The Ensemble Practice LLC

Bob Oros
CEO, Hightower

Brett Orvieto
Managing Director, Dakota Wealth

Mark Paulson
Vice President, Hedge Business Development, Allianz Investment Management

Jay Pelosky
Co Founder & Chief Investment Officer, TPW Advisory

Robert Pettman
EVP, LPL Financial

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Kenneth Polcari
Founder and Managing Partner, Kace Capital Advisors

Khushal Pushtoonyar
Head of Product Management, Emotomy

Joseph Raieta
Partner, Managing Director, and Head of Investment Solutions, Snowden Lane Partners

Ron Reddell
President, DoubleLine Capital

Patrick Reed
Co-Founder and CEo, YourStake.org

Matt Regan
President, WealthCare

Craig Reid
President, MMA Securities LLC

Rob Reina
Americas Head of Investable Product Strategy, Qontigo

Meghan Richter
Co-Founder, Intention.ly

Cullen Roche
Founder and CIO, Discipline Funds

Kathryn Rooney
Head of Global Macro Research and Chief Investment Strategist, Bulltick Capital

Michael Rose
Managing Partner, Rose Capital Advisors

Ed Rosenberg
Senior Vice President, Head of ETFS, American Century Investments

Todd Rosenbluth
Head of Research, ETF Trends & ETF Database

Shannon Rosic
VP of Marketing, Flyer Financial Technologies

Robert Schein
Managing Director, Partner & CIO, Blanke Schein Wealth Management

Dan Seivert
CEO and Founder, ECHELON

Jeffrey Sherman
Deputy Chief Investment Officer, DoubleLine

Adam Shoffner
Director and Fund Chief Compliance Officer, Foreside

Caleb Silver
Editor-in-Chief, Investopedia

Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting, LLC

Shana Sissel
Director of Investments, Cope Corrales

Steve Skancke, PhD
Chief Economic Advisor, Keel Point

Robert Sofia
CEO, Snappy Kraken

Bruno Sousa
Head of Global Expansion and Interim Head of U.S., Hashdex

Laton Spahr, CFA
President, SS&C ALPS Advisors

Jeannette Spaulding
CEO, Inveniam Asset Management

Gavin Spitzner
President, Wealth Consulting Partners

Shannon Spotswood
President, RFG Advisory

Reid Steadman
Managing Director, Global Head of ESG & Innovation, S&P Dow Jones Indices

Carin Stimolo
VP, Client Experience, Fidelity ESG ProSM

Avita Sukhram
Director, Product Management, FTSE Russell

Jack Swift
President and CRO, TIFIN

George Tamer
Head of Sales, Advisor Engine

Jason Tauber, CFA
Managing Director, Neuberger Berman

Katherine Taylor
Managing Director, First Eagle Investments

Adam Teufel
Partner, Dechert

Samita Thephasit
Co-founder, Sungarden Investment Publishing

Lori Tiernan
Chief Strategy Officer, Valkyrie Investments

D.J. Tierney
Senior Client Portfolio Strategist, Charles Schwab Investment Management

Perth Tolle
Founder of Life + Liberty Indexes, Life + Liberty Indexes

William Trout
Director of Wealth Management, Javelin Strategy & Research

Jan F. van Eck
President, Chief Executive Officer, and Owner, VanEck

Samir Vasavada
Chief Executive Officer, Vise

Pavel Vaynshtok
Managing Director, Global Head of Strategy Indices, S&P Dow Jones Indices

Kelly Waltrich
Co-Founder, Intention.ly

Joshua Weinberg
Senior Special Counsel, SEC

Brent Weiss
Co- Founder, Facet Wealth

Tim Welsh
President, CEO & Founder, Nexus Strategy LLC

Tom Westhoff
VP Global sales, Practifi

Maureen Wilke
President, Wilke and Associates, Inc.

Shane Williams
Chief Technology Officer, CAIS

Eric Woo CFA
Co-founder, Revere

Jackson Wood
Portfolio ManageR, Freedom Day Solutions

Catherine Yoshimoto
Director, Product Management FTSE Russell

2022 Sponsors

CHARTER PARTNERS:
• Allianz
• BNY Mellon Pershing
• TIFIN Wealth
• LPL Financial

PLATINUM SPONSOR:
• Raymond James
• Goldman Sachs
• Summit Wealth Systems
• Sanctuary Wealth

GOLD SPONSOR:
• Practifi

SILVER SPONSORS:
• Alaris Acquisitions
• Mariner Platform Solutions
• Marsh McLennan Agency (MMA)
• CAPTRUST
• Revere VC