T3 Technology Conference 2024 | T3 Technology Tools for Today | 22 January 2024 | The Cosmopolitan of Las Vegas, 3708 Las Vegas Blvd S, Las Vegas, NV 89109, USA

This events is a practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives advisors timely information on how to build a more efficient and profitable business.

It is a gathering of financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks. Invitations are extended annually to a who’s who list of CEOs, COOs, CCOs, CMOs and Managing Partners and other executives who are dedicated to bringing the best technology and solutions to their advisors.

Who it's for:
• The event is geared toward financial advisors and the financial services executives who support them. The conference typically covers everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions. The conference brings together vendors, industry leaders, financial advisors and students. It features new and upcoming technology solutions, plus current and emerging issues faced by financial advisors at firms of all sizes.

The event is geared toward financial services executives and enterprise buyers. Sessions are led by peers or top executives from the technology companies and are focused on industry innovation and the latest in fintech.

2024 Speakers

Joel Bruckenstein
President, Technology Tools for Today

Craig Iskowitz
Founder, Ezra Group

Ian McKenna
CEO & Founder, Financial Technology Research Centre

Abby Salameh
Chief Marketing Officer, Head of Strategic Relations, and Managing Director, CAIS

Spenser Segal
Chief Executive Officer, Head of Strategic Relations, and Managing Director, ActiFi, Inc.

Shannon Spotswood
President, RFG Advisory

Robb Baldwin
President and CEO, TradePMR

Michael Batnick
Managing Partner, Ritholtz Wealth Management

Josh Brown
Chief Executive Officer, Ritholtz Wealth Management

Rich Cancro
Chief Executive Officer, AdvisorEngine

Randy Cass
CEO & Founder, Nest Wealth

Eric Clarke
Orion Founder and Board Member, Orion Advisor Solutions

Reed Colley
CEO & Co-Founder, Summit Wealth Systems

Bill Crager
Chief Executive Officer, Envestnet

Brian Edelman
CEO & Cybersecurity Expert, FCI Cyber

Kunal Kapoor
Chief Executive Officer, Morningstar

Gerard Michael
President and Co-Founder, Smartleaf

John O'Connell
CEO & Founder, The Oasis Group

Ed Slott
CPA, President & Founder, Ed Slott and Company, LLC

Robert Sofia
Chief Executive Officer, Snappy Kraken

Christopher Stewart
Director of Client Relations, Softpak Financial Systems, Inc.

Oleg Tishkevich
Chief Executive Officer, Invent

Bob Veres
Publisher, Inside Information

Natalie Wolfsen
Chief Executive Officer, Orion Advisor Solutions

Alison Dooher
Managing Director, Digital Advisor Solutions, Schwab Advisor Services

Olivia Eisinger
General Manager, Apex Fintech Solutions

Heather Fortner
Chief Executive Officer, SignatureFD

Brian Hamburger
Founder, President & CEO, MarketCounsel Consulting

Wendy Hartman
President, Buckingham Group

Kay Lynn Mayhue
President, Merit Financial Advisors

Suzanne Siracuse
Founder, CEO, Suzanne Siracuse Consulting

Shannon Spotswood
President, RFG Advisory

Burt White
Chief Strategy Officer, Carson Group

Andrew Altfest
Founder & CEO, FP Alpha

Lee Andreatta
CEO, Co-Founder, Advyzon

Josh Belfiore
Group Product Manager, Advisor Experience, eMoney

Dillon Benz
Senior Manager, Technology Consulting, RBC Clearing & Custody

Sean Bracey
Financial Advisor, Montage Wealth Advisors

Farayi Chimbangu
Senior Director, Head of Business Development, BNY Mellon | Pershing X

Trevor Chuna
Chief Technology Officer, Sequoia Financial Group

Bill Coppel
Chief Client Growth Officer, TradePMR

Jeffery Coyle
Founder & CEO, LIbretto

Ned Dane
Chief Growth Officer, AdvisorEngine

Suleman Din
Advisor Intelligence Lead, AdvisorEngine

Erin Donham
Senior Technology Consultant, Charles Schwab

Maeve Doonan
SVP, Business Development, Advisor Client Experience, Morningstar

Erkko Etula
Chief Executive Officer, Brooklyn Investment Group

Katy Gibson
GM & Head of ByAllAccounts Product, Morningstar

Christopher Grant
Group Product Manager, Client Experience, eMoney

Anuj Gupta
Principal Director, Sales Engineering, Envestnet

Vincent Guyaux
Chairman of the Board, Buckler

Beth Haddock
Chief Legal Officer and Compliance Strategist, AdvisorEngine

Vall Herard
Founder and CEO, Saifr

Rosemary Hueser
SVP, Manager Advisor Trust Services, BOK Financial Advisor Trust Services

Mark Hurley
Chief Executive Officer, Digital Privacy & Protection, LLC

Paige Johnson
Director of Strategic Partnerships and Alliances, Practifi

Scott Juds
Chairman, CEO, SumGrowth

Chris Kachman
Director of Engineering, Thrivent

Brian King
Founder, CEO, LODAS Markets

Judy Lee
Vice President, Technology Consulting, Fidelity Investments

Ken Leibow
Chief Executive Officer, InsureTech Express

Raj Madan
Chief Information Officer, AdvisorEngine

Andrew Marsh
Vice Chairman, Dynasty FP

Bill McFadden
President & CEO, GreenHill

Kayla McFarland
Marketing Event Manager, Envestnet

Sean McGillivray
Chief Executive Officer, Kingsview Partners

Shreya Matt
Head of Product Management, Enterprise Advisor Software, Morningstar

Dan Miller
Director, Product Management, Envestnet

Rob Nance
Co-Founder, CEO, OneAdvisory

Rose Palazzo
Group President, Financial Planning, Envestnet

Brian Pasalich
Chief Executive Officer, Syntoniq

Jon Patullo
Chief Product Officer, Apex Fintech Solutions

Tina Powell
Chief of Community, Intention.ly

Craig Ramsey
Chief Operating Officer, AdvisorEngine

Adam Roosevelt
Director, Wealth Solutions, BNY Mellon | Pershing

Katrina Santa Maria
Chief Executive Officer, M.S. Howells & Co.

Mark Seither
Wealth Manager, Kingsview Partners

Patrick Shaddow
Chief Executive Officer, Syntax

Ainslie Simmonds
President, BNY | Pershing X

Courtney Sukitch
Operations Team Lead, Waldron Private Wealth

Anna Smith
Director, Marketing Operations, CapIntel

Joseph Smith
Chief Investment Officer, Parti Pris Investment Partners

George Svagera
SVP, Business Development, Orion Advisor Solutions, Inc.

Victoria Ta
Event Marketing Specialist, CapIntel

Martin Tarlie
Product Lead, GMO

Wilbur Swan
Chief Executive Officer, Catchlight

Tara Wells
Director, Product Management and Platform Adoption, RBC Clearing & Custody

Timothy Welsh
President, Nexus Strategy, LLC

Molly Wiese
Group President, Wealth Platforms, Envestnet

Shane Williams
Chief Technology Officer, CAIS

Matthew Wilson
Enterprise Manager in Business Development, MoneyGuide Pro

Calvin Zimmerman
Director of Product Management, Thrivent

Chris Zuczek
Chief Product Officer, CAIS

2024 Sponsors

PRESIDENT'S CLUB SPONSORS:
• AdvisorEngine
• Envestnet
• Orion Advisor Solutions
• TradePMR

DIAMOND SPONSORS:
• Invent.us
• Morningstar, Inc.

RUBY SPONSORS:
• BNY Mellon
• FCI Cyber
• Nest Wealth
• OneAdvisory
• Smartleaf
• Snappy Kraken
• Summit Wealth Systems

PLATINUM SPONSORS:
• Apex Fintech Solutions
• CAIS
• Charles Schwab
• eMoney
• Fidelity
• FP Alpha
• Nebo by GMO
• RBC Clearing & Custody
• Softpak Financial Systems, Inc.
• Syntax

GOLD SPONSORS:
• Advyzon
• Brooklyn Investment Group
• CapIntel
• Goldman Sachs Advisor Solutions
• Practifi
• SumGrowth, Inc.
• Thrivent

SILVER SPONSORS:
• Addepar
• AdvicePay
• Advisor360
• Agio
• Alles Technology
• Altruist
• AssetSprout
• Axos Advisor Services
• Belkin Tech USA
• Bequest
• BiggerPockets
• BlackRock
• BlueVault
• BOK Financial Advisor Trust Services
• Canvas
• Catchlight
• CloudScale365
• Conquest Planning
• Due Diligence Works
• Egnyte
• EncorEstate Plans
• FactSet
• Fiduciary Genius
• Flyer Financial Technologies
• FMG Suite
• Future Advice
• FutureVault
• GeoWealth
• Holistiplan
• iCapital
• Income Lab
• Innovayte
• InsurTech Express
• Jacobi
• Kwanti
• Libretto
• MAXMyInterest
• Mutual of Omaha
• Nitrogen
• Panoramix
• Powder
• Private Client Resources LLC
• Quik!
• RightCapital
• Seeds
• SEI
• ShellBlack
• Sidedrawer Inc.
• Sora Finance
• Surge Ventures
• Testimonial IQ
• The Oasis Group
• Vanguard
• Vanilla
• VRGL
• We Handle Tech: 4 Advisors
• Wealth.com
• XLR8/Concenter Services
• YCharts
• Zocks

KIOSK SPONSORS:
• ARQA AI
• Calendly
• CircleBlack
• Smartria

PODCAST / VIDEO STATION SPONSOR:
• LPL Financial

CONFERENCE APP SPONSOR:
• Raymond James

REFRESHMENT BREAK SPONSOR:
• SS&C Black Diamond Wealth Platform