Wealth Management Edge 2023 | Informa Connect | 21 May 2023 | The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

A new conference experience for financial advisors and leaders of advisory firms looking to accelerate the growth of their businesses.
Featuring Inside ETFs, WealthStack and RIA Edge.

2023 Speakers

Tom Ricketts
Executive Chairman, Chicago Cubs & Chairman at InspereX

Cinthia Murphy
Director of Research, ETF ThinkTank

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Kunal Kapoor, CFA
Chief Executive Officer, Morningstar

Lex Sokolin
Chief Cryptoeconomics Officer, ConsenSys

Jasmine Jirele
President and Chief Executive Officer, Allianz Life Insurance Company of North America

Brendan Ahern
Chief Investment Officer, KraneShares

Sean Allocca
Editor in Chief, etf.com

Andrew Altfest
Founder & CEO, FP Alpha

Arthur Ambarik
Chief Executive Officer, Perigon Wealth Management

Joe Anthony
Co-Founder and President, Gregory FCA

Carolyn Armitage
President, Thrivent Advisor Network

David Armstrong
Director of Editorial Strategy & Operations, Wealth Management, Informa Connect

Vib Arya
Chief Operating Officer, Shufro Rose

Eric Balchunas
Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence

Robb Baldwin
President & CEO, TradePMR

David Barnard
President & CEO, Luminary Platforms

Vance Barse
Wealth Strategist and Founder, Your Dedicated Fiduciary

Michael Batnick
Managing Partner & Director of Research, Ritholtz Wealth Management

Robert Behan
Executive Vice President, Chief Distribution Officer, Calamos Investments

Keith Black, Ph.D., CAIA, CFA, FDP, CDAA
Managing Director of Education, RIA Channel

David Bodamer
Editorial Director - WMRE, Informa Connect

Stephanie Bogan
Founder, Chief Possibility Officer, Limitless Adviser Coaching

Rick Bookstaber
Head of Risk and Co-Founder, Fabric

Megan Bowen
Executive Search Professional, Russell Reynolds Associates

Tom Bradley
Managing Director, Schwab Advisor Services

Diana Britton
Managing Editor, WealthManagement.com,

Kyle Brown
Manager of Customer Success, Smarsh

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Andrew Brzezinski
Head of Data Strategy, Business Intelligence & Analytics, Fidelity Investments

Patrick T Bulger
Financial Advisor, Summit Financial Networks

Ron Bullis
CEO, LifeWorks Advisors

Rick Buoncore
Managing Partner, MAI Capital

Julie Cane
CEO and Co-Founder, Democracy Investments

Bill Cannon
Head of Portfolio Management, Valkyrie

David Canter
President, Bluespring Wealth Partners

Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management

Candice Carlton
EVP and Head of Advisor Education, FiComm Partners

Pete Carmasino
Chief Market Strategist, CHAIKIN Advisory Solutions

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

Maria Castillo Dominguez
Lead Financial Planner, Inspired Financial

Marguerita Cheng, CFP
Chief Executive Officer, Blue Ocean Global Wealth

Alvin Cheung
Senior Solution Engineer, CapIntel

Marc Cohen
Executive Vice President, LPL Financial

Reed Colley
CEO, Summit Wealth Systems

Kevin Corbett
Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors

Tim Coyne
Global Head of ETFs, T. Rowe Price

Lisa Crafford
Director, Head of Business Consulting, BNY Mellon | Pershing

Michael Cronan
President of ETF Insight, ETF Insight

Kathy Crowley
Senior Business Development Manager, Advisor Engine

Maria Daley, CFP
Chief Growth & Practice Leader, Choreo, LLC

Dick Darian
Founding Partner, Wise Rhino Group

John Davi
CEO, CIO, Astoria Portfolio Advisors

Nancy Davis
Founder, Quadratic Capital Management LLC

Michael De Feo
Head of Defined Contribution Sales, Allianz

Jeff Dekko
CEO, Wealth Enhancement Advisory Services

Joseph DeNoyior
President, Retirement & Private Wealth, HUB Retirement and Wealth Management

Amy DeTolla
Chief Experience Officer, Connectus Wealth Advisers

Louis Diamond
President, Diamond Consultants

Carlos Diez
CEO, MarketGrader

Devon Drew
Chief Executive Officer, DFD Partners

Mike Durso
Chief Executive Officer, Shorehaven Wealth

Elizabeth E. Evans, CFP
Managing Partner, Evans May Wealth

Steve Earner
Senior Vice President, RIA Custody, LPL Financial

Lori Eisel
President, Arcadia Financial Partners, LLC

Jeremy Eisenstein
Co-Head RIA Custody Sales, Goldman Sachs

Rachel Elson
Wealth Advisor, Perigon Wealth Management

Shannon Eusey
CEO, Beacon Pointe Advisors

Heather Fortner
CEO, SignatureFD

Don Friedman
President, Digital Assets Council of Financial Professionals

Deborah Fuhr
Partner & founder ETF TV, ETFGI

Gabriel Garcia
Head of RIA Client Experience, Business Development, and Strategy, SEI

Michael Gayed
Portfolio Manager, ETF ThinkTank

Nate Geraci
President, The ETF Store, Inc.

Yonhee Gordon
Chief Operating Officer, Chief Marketing Officer, JMG Financial

Johan Grahn
Head ETF Market Strategist, Allianz Investment Management LLC

Laura Gregg
Director of Practice Management and Advisor Research, Flexshares

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

Brian Hamburger
President & CEO, MarketCounsel | HamburgerLaw

Scott Hanson
Co-Founder and Senior Partner, Allworth Financial

Megan Hausmann
Director – Advisory Success, Apex Fintech Solutions

Philipp Hecker
Co-Founder & CEO, Bento Engine

Angie Herbers
Founder & Managing Partner, Herbers & Company

Peter Hess
Chief Revenue Officer, North America, InvestCloud

Joe Higgins
Distribution Commercial Lead, ACA Group

Charlene Hill Fadirepo
CEO, Mango Digital Strategies

Adam Holt
Founder & CEO, Asset Map

Anton Honikman
CEO, MyVest

Jamie Hopkins, ESQ, CFP®, RICP®
Partner, Carson Group

Jason Hsu
Founder & CIO, Rayliant Global Advisors

Aisha Hunt
Principal, Kelley Hunt & Charles PLLC

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

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

Davis Janowski
Senior Technology Editor & Columnist, WealthManagement.com

Nabia Jenkins-Johnston
Sr. Producer, Wealth Management, Informa Connect

Doug Johnson
Managing Director, DeVoe & Company

Mark Juelis
Senior Vice President – Financial Intermediaries, Brandywine Global, a Franklin Templeton Specialist Investment Manager

Brandon Kawal
Principal, Advisor Growth Strategies

Heather Kelly
Executive Vice President, Allianz Life

Aaron Klein
CEO, Nitrogen

Rajini Kodialam
Co-Founder, Chief Operating Officer and Director, Focus Financial Partners

Rob Koyfman
Founder, CEO, Koyfin

Sallie Krawcheck
CEO and Co-Founder, Ellevest

Michael Lane
Head of Enterprise, U.S. Wealth Advisory, BlackRock

Jeremy Langlois
Chief Revenue Officer, Mirador

John Langston
Founder and Managing Director, Republic Capital Group

Peter Lazaroff
Chief Investment Officer, Plancorp

Becky Lightman
Founder and Managing Partner, Lightman Capital

Julie Littlechild
Founder and CEO, Absolute Engagement

Patricia Lizarraga
Managing Partner, Hypatia Capital Group

Ashley Longabaugh
Principal Analyst, Celent

Vince Lorusso
Co-Founder & Portfolio Manager, Changebridge Capital

Ryan Marcus
Head of Engagement and General Manager, MarketCounsel

Jamal Mashburn
Business Owner, Former NBA All-Star, Allstar

Kay Lynn Mayhue
President, Merit Financial Advisors

Andres Mazabel
Head of Advisor Sales, Trust & Will

Cory McCruden
Managing Director, Wealth and Asset Management, Ernst & Young

Alex McDougall
CEO, Stablecorp Inc

Philip McInnis
Chief Investment Strategist, Avantis Investors

Brian McLaughlin
President, Orion Advisor Technology

James McNerny
Managing Director, Portfolio Manager. Global Liquidity Business, J.P. Morgan Asset Management

Emily Meyer
VP, Senior Relationship Manager, Strategic Partnerships, Northern Trust Asset Management

Jacob Miller
Co-Founder, Opto Investments

Maurice Miller
Managing Partner, The Miller’s Wealth Management

John Milne
Senior Director, Product Management and Strategy, SS&C

Andree Mohr
Chief Implementation Officer, Integrated Partners

Matt Mongia
Managing Director, Private Capital, Cresset

Robert Mooney
Managing Partner, CEO, Snowden Lane Partners

Vince Morris
President, OneDigital

Dennis Morton CFP, ChFC
Co-Founder and Principal, Morton Brown Family Wealth

Habib Moudachirou
Chief Investment Officer, V-Square Quantitative Management

Michael Nathanson
Chair and Chief Executive Officer, The Colony Group

Ryan Neal
Technology Editor, InvestmentNews

Liz Nesvold
President, Cresset Capital

Marc Nichols, CIMA® WMCP®
Product Director, Arbor Digital

Arne Noack
Head of Systematic Investment Solutions, Americas, DWS

John Norris
Director of Private Wealth, CrowdStreet Advisors, LLC

Derek Notman
Founder, Couplr

John O'Connell
CEO & Founder, The Oasis Group

Gregory O'Gara
Lead Analyst, Wealth Management, Javelin Strategy & Research

Matt Ohme CFP®, CIMA®, CLU
Senior Vice President, Allianz Life

Luke Oliver
Head of Climate Investments and Strategy, KraneShares

Brett Orvieto
Managing Director, Dakota Wealth Management, LLC

Peyman Pardis
Head of Wealth Management, Deloitte

Nimesh Patel
CTO, Carson Group

Scott Peng
CIO, Advocate Capital Management

Shirl Penney
Founder, Dynasty Financial Partners

Jason Pereira
Partner, Senior Financial Planner and Portfolio Manager, Woodgate Financial Inc.

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Eric Poirier
CEO, Addepar

Tito Pombra
Founder & President, Adviser Compliance Consulting

Brian Portnoy
Founder, Shaping Wealth

Amy Pugh
Practice Management Consultant, Raymond James Financial

Mike Purcell
Director of Sales and Business Development, Canoe

Maria Quinn
Senior Advice Strategist, Vanguard

Govinda Quish
CEO and Co-Founder, Fabric

Leon Rabin
Head of Technology Services, Park Avenue Securities

Amanda Rebello
Head of Xtrackers Sales-US Onshore, DWS

Craig Reid
President, MMA Securities LLC

Meghan Richter
Co-Founder, Intention.ly

Michelle Richter-Gordon
Co-Founder, Annuity Research & Consulting

Anthony Rochte
Managing Director and Global Head of Exchange-Traded Funds, Morgan Stanley Investment Management

Fran Rodilosso
Head of Fixed Income ETF Portfolio Management, VanEck

Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Tyrone Ross Jr.
CEO & Cofounder of Turnqey Labs, Principal of 401 Financial

Sumit Roy
ETF Analyst, etf.com

Samantha Russell
Chief Evangelist, FMG Suite

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Paul Santoro
Head of ETF Sales, Capital Group

Malik Sarwar
Senior Partner, Global Leader Group

Jonathan Satovsky
CEO and Chief Behavioral Coach, Satovsky Asset Management

David J. Scranton, CLU, ChFC, CFP, CFA, MSFS
CEO, Sound Income Group

Ruth Shaber
President, Tara Health Foundation & Author, The XX Edge

Caleb Silver
Editor in Chief & S.V.P. Content, Investopedia

Liz Simmie
Co-Founder, Honeytree Investment Management

Ainslie Simmonds
President, Pershing X, BNY Mellon | Pershing

Cooper Sinclair
RIA Distribution Strategy, Sammons Financial

Suzanne Siracuse
CEO and Founder, Suzanne Siracuse Consulting Services

Shana Sissel
Chief Executive Officer, Banríon Capital Management

Russell Skibicki
CFP®, CEPA® Senior Consultant Succession & Acquisition Planning, Raymond James Financial

Sibyl Slade
Founder, IntegriVest Wealth Advisors

Paul Stamoulis
President, Worth Media Group

Andrew Stewart
Partner, Chief Investment Officer, Exchange Capital Management, Inc.

Anthony Stich
CRO, Entrustody Inc

Katie Stockton
Founder & Managing Partner, Fairlead Strategies

Leslie Y. Tabor
Director Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.

Martin Tarlie
Nebo Product Lead, Nebo by GMO

Sandra Testani
VP, ETF Product & Strategy, americancentury.com

Oleg Tishkevish
Founder & CEO, Invent

Phillip Toews
CEO, Toews Agility Shares

Mercedes Tunstall
Partner, Cadwalader, Wickersham & Taft LLP

Aniket Ullal
Product & Business Unit Head, ETF Data & Analytics, CFRA Research

Jon Upham, MA, AIF
Principal, SageView Advisory Group

Naz Vahid
Managing Director and Global Head-Wealth at Work, Citi

Kyle Van Pelt
CEO, Milemarker

Christopher Volpe
Director, Wealth Management Solutions

Christine Waldron
Chief Product Officer-Wealth Management & Investment Services, U.S. Bank

Aaron Wells, CVA
Director of Valuations, FP Transitions

Tim Welsh
President, CEO & Founder, Nexus Strategy LLC

Burt White
Managing Partner, Chief Strategy Officer, Carson Group

Rhys Williams CPWA
Senior Wealth Advisor, Dakota Wealth Management

Dana Wilson
CEO, CHIP

Mike Wunderli
Managing Director, ECHELON Partners

Brandon Yeo
Director of Product, AiLA Indices

Rafael Zayas
Head of Portfolio Management, Vident

Liang Zhao
Founder & CEO, VANSARY

Dan Ziznewski
Principal, Homrich Berg

2023 Sponsors

CHARTER PARTNERS:
• Allianz Life Insurance Company of North America
• LPL Financial
• Goldman Sachs
• BNY Mellon/Pershing

PLATINUM SPONSORS:
• Raymond James
• Kraneshares
• Nitrogen

GOLD SPONSORS:
• Xtrackers by DWS
• T. Rowe Price
• American Century Investments
• Fidelity
• FlexShares
• Van Eck
• SS&C
• Summit Wealth
• Rayliant Global Advisors
• J.P. Morgan Asset Management
• Advocate Capital Management
• Thrivent Advisor Network
• Franklin Templeton
• SEI
• Investcloud
• Capital Group

SILVER SPONSORS:
• CFRA
• Marsh McLennan Agency
• Apex Advisor Solutions
• FTSE Russell
• Axos Advisor Services

BRONZE SPONSORS:
• Columbia Threadneedle Investments
• Chaikin Advisory Solutions
• Canoe Intelligence
• Laserfiche
• Crowdstreet Advisors
• Bluespring Wealth Partners
• Calvert
• ACA Group
• Charles Schwab and Co., Inc.
• Republic Capital Group

EXHIBITORS:
• YCharts
• AllianceBernstein
• BITA
• Qontigo
• abrdn
• Insperex
• Calamos
• The Entrust Group
• Baillie Gifford International
• Allworth Financial
• Live Oak Bank
• Cambria
• Bridge FT
• Vestmark
• Hartford Funds
• Amplify ETFs
• Midland Advisory
• Axos Advisor Services
• Invent
• Trustworthy
• MOO
• Tifin Wealth
• Sound Income Strategies
• Mirador, Inc.
• eMoney Advisor
• Oak Street Funding
• Smartleaf
• Altruist
• S&P Dow Jones Indices
• Sage
• Carson Group
• Trade PMR
• MyVest
• eMoney

DEMO SPONSORS:
• AdvisorEngine
• CapIntel
• Trust & Will
• smarsh
• Addepar
• Nebo by GMO

KIOSK SPONSORS:
• VRGL
• Innovator ETFs
• IMTC
• advyzon
• CRSP
• S&P Global Market Intelligence
• Halo Investing
• AiLA Indices
• Matthews Asia
• Nationwide
• Touchstone Investments
• Wealthtender
• Agility Shares
• Vigilant Compliance
• Boosted.a.i.
• Syntax
• Comply
• On-Chain Index

LAUNCHPAD LAB SPONSORS:
• Bento Engine
• FP Alpha
• SIFA AI
• Sora Finance
• Finology
• Presults
• Responsive AI
• Fabric
• Koyfin
• Income Lab

STRATEGIC PARTNER:
• FP Transitions

OFFICIAL EVENT PARTNER:
• WealthManagement.com

LEAD MEDIA PARTNERS:
• etf.com
• RIA Channel
• RIA Database
• Gregory FCA

DATA PARTNERS:
• IGM
• Zephyr

MEDIA PARTNERS AND SUPPORTING ASSOCIATIONS:
• Adisa
• Barrons
• CAIA
• ETF Express
• ETFGI
• ETF Think Tank
• Exchange Traded Funds
• Fintech Futures
• FPA Central Florida
• FPA Miami
• FPA South Florida
• Savvy Investor
• Shaping Wealth
• Women in ETFs
• Worth Media

RIA EDGE 100 MEET UP:
• Finance of America Reverse

STRATEGIC PARTNERSHIPS:
• The Oasis Group