Wealth/Stack 2019 | Informa | 8 September 2019 | Plaza Resort, 7200 N Scottsdale Rd, Paradise Valley, AZ 85253, USA

By advisors. For advisors.
The first event of its kind. Bridging the gap between technology, investment management and practice management.

Why Wealth/Stack?
Wealth/Stack has been created to address current technological disruption in the industry. Giving advisors much-needed insight to be able to future-proof their business and thrive.

2019 Speakers

Allison Schrager
Economist, Journalist at Quarz, & Co-founder, Lifecycle Finance Partners

Danielle 'dani' Fava
Director of Innovation, Td Ameritrade Institutional

Nina O'neal
Partner & Investment Advisor, Archer Investment Management

Barbara Roper
Director of Investor Protection, Consumer Federation of America

Joe Duran
Ceo & Founding Partner at United Capital

Alex Chalekian
Founder & Ceo at Lake Avenue Financial

Steve Lockshin
Principal at Adviceperiod

Peter Mallouk
President at Creative Planning

Patrick O’shaughnessy
Ceo at O’shaughnessy Asset Management

Shirl Penney
President & Ceo at Dynasty Financial Partners

Teri Shepherd
President at Carson Group

Harpreet Ahluwalia
Vp Product at Altruist

Michael Arone
Chief Investment Strategist, Us Spdr® Business at State Street Global Advisors

Ken Auspaker
Managing Director – M&a, Financial Technology & Asset Management at Evercore

Phil Bak
Founder & Ceo at Exponential Etfs

Eric Balchunas
Senior Etf Analyst at Bloomberg Intelligence

Jason Barsema
Co-founder & President at Halo Investing

Michael Batnick
Director of Research at Ritholtz Wealth Management

Douglas Boneparth
President at Bone Fide Wealth

Peter Boockvar
Cio at Bleakley Advisory Group

Nicole Boyson, Ph.d.
The Patrick F. And Helen C. Walsh Research Professor of Finance D'amore-mckim School of Business at Northeastern University

Joshua Brown
Ceo at Ritholtz Wealth Management

Christopher Bruno
Co-founder & Ceo at Rally Rd.

Tom Burmeister
Vp - Financial Planning at Naviplan by Advicent

Timothy Calkins
Director of Fixed Income at Nottingham Advisors Asset Management

Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management

Justin Castelli
Founder & Financial Advisor at Rls Wealth Management

Hamesh Chawla
Evp & Chief Technology Officer at Edelman Financial Services

Eric Clarke
Ceo at Orion Advisor Solutions

Dr. Daniel Crosby
Chief Behavioral Officer at Brinker Capital

Dan Cupkovic
Director of Investments at Argi

Yasmin Dahya
Executive Director, Head of Americas Investment Specialist Team, Beta Strategies Group at J.p. Morgan Asset Management

Jillian Delsignore
Head of Us Etf Distribution at J.p. Morgan Asset Management

Hiral Desai
Vp, Strategic Partnerships at Apex Clearing Corporation

Blair Duquesnay
Investment Advisor Representative at Ritholtz Wealth Management

Daniel Egan
Director of Behavioral Finance & Investing at Betterment

Caleb Eplett
Vp of Product Management at Ycharts

Kim Escue
Senior Portfolio Manager at Stringer Asset Management

Andres Garcia-amaya
Ceo & Founder at Zoe Financial

David Grau, Sr., Jd
President and Founder at Fp Transitions

Matt Hougan
Chairman, Inside Etfs & Global Head of Research at Bitwise Asset Management

Morgan Housel
Partner at Collaborative Fund

Dina Isola
Investment Advisor Representative at Ritholtz Wealth Management

Ben Johnson
Director of Global Etf Research at Morningstar

Elisabeth Kashner
Director of Etf Research at Factset

Rob Koyfman
Ceo at Koyfin

Sean Kruzel
Founder of Portformer at Astrocyte Research

Sean Lawlor
Head of Enterprise Data Solutions at Envestnet

Jason Leffakis
Founder at Function4

Janet Levaux
Editor in Chief, Investment Advisor Magazine, and Senior Editor at Thinkadvisor.com

Howard Lindzon
Managing Director at Social Leverage

Tom Lydon
Co-ceo at Etftrends.com & Etfdb.com

Elizabeth Marchetti
Investment Director at Wst Capital Management

Annie Massa
Reporter at Bloomberg News

Dave Nadig
Managing Director at Etf.com

Ryan W. Neal
Technology Reporter & Columnist at Investmentnews

Jim Pavia
Money Editor at Cnbc

Kirsten Petras
Executive Director - Sales at Oak Street Funding

Alex Piré
Head of Client Portfolio Management - Seeyond at Natixis Investment Managers

Richard Powers
Head of Etf Product Management at Vanguard

William Rhind
Founder & Ceo at Graniteshares

Barry Ritholtz
Chairman & Cio at Ritholtz Wealth Management

Ed Rosenberg
Svp, Head of Etfs at American Century Investments

Todd Rosenbluth
Sr. Director, Etf & Mutual Fund Research at Cfra

Tyrone Ross Jr.
Ceo & Financial Consultant at 401 and Director of Financial Education, Exponential Etfs

Shannon Saccocia
Chief Investment Officer, Managing Director at Boston Private Wealth

Kristen Schmidt
Founder & President at Ria Oasis

Tripp Shriner
Partner at Point72 Ventures

Chris Shuba
Founder & Ceo at Helios Integrated Planning & Helios Quantitative Research

Caleb Silver
Editor-in-chief at Investopedia

Shana Sissel
Sr. Portfolio Manager at Cls Investments

David Snider
Founder & Ceo at Harness Wealth

Michael Sonnenshein
Managing Director at Grayscale Investments

Anthony Stich
Coo at Advicent

Edward Swenson
Chief Operating Officer at Dynasty Financial Partners

John Swolfs
Ceo at Inside Etfs

Kyle Van Pelt
Strategy & Innovation at Ss&c Black Diamond

Dan Villalon
Managing Director & Co-head, Portfolio Solutions Group; Co-host, the Curious Investor at Aqr Capital Management

Jason Wenk
Ceo at Altruist

Dasarte Yarnway
Founder & Financial Advisor at Berknell Financial Group

2019 Sponsors and Partners

DIAMOND SPONSOR:
• Orion Advisor Tech

PLATINUM SPONSOR:
• Naviplan by Advicent

GOLD SPONSOR:
• State Street Global Advisors

SILVER SPONSORS:
• American Century Investments
• Betterment for Advisors
• Bitwise Asset Management
• Envestnet
• ETF Managers Group
• Grayscale Investments
• J.P. Morgan ETFs
• Moxtra
• Vanguard
• WST Capital Management
• Zoe Financial

BRONZE SPONSORS:
• APEX Clearing
• AQR
• Cambria Investment Management
• GraniteShares
• Natixis Investment Managers

EXHIBITORS:
• Advyzon
• Altruist
• Amplify ETFs
• Canvas
• Carson Group
• eMoney Advisor
• FIX Flyer
• Halo Investing
• Portformer
• RIA in a Box
• Riskalyze
• Robust Wealth
• TD Ameritrade Institutional
• TradePMR
• United Capital
• YCharts

THE WEALTH/STACK SHOWCASE:
• Advicent
• Altruist
• Astrocyte Research
• Function4
• Halo Investing
• Harness Wealth
• Helios Integrated Planning
• Koyfin
• Tulip
• Ycharts