Kerry Mullen

Senior Account Executive at Vested
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI

Savannah Steele

Associate at Vested
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI

Jacqueline

Director at Vested
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI

Corey Law

Account Executive at Vested
Representing
Paul Simons
President, Private Banking, Wealth & Trust at Boston Private
Jim Poolman
Executive Director at Indexed Annuity Leadership Council (IALC)
Corey Law
Account Executive at Vested
Kathleen Kenealy, CFP
Managing Director & Senior Wealth Advisor at Boston Private
Andrew Coupe
Senior Consultant at NEPC

Brandon Jones

Senior Account Executive at Vested
Representing
Michael Goldberg
Head of U.S. Capital Markets at RBC Capital Markets
Diana Baechle, PhD
Director of Applied Research at Qontigo
Zachary Schwartzman
Internet Analyst at RBC Capital Markets
Gregor Watson
Co-Founder & Chairman at Roofstock
Michael Tran
Managing Director, Global Energy Strategy at RBC Capital Markets
Representing
Michael Goldberg
Head of U.S. Capital Markets at RBC Capital Markets
Zachary Schwartzman
Internet Analyst at RBC Capital Markets
Chris Gill
Senior Director, Global Advisory Services at Diebold Nixdorf
Hermann Wimmer
Senior Vice President, Global Retail at Diebold Nixdorf
Dominic Brynolf
Senior Director, Leader Solution Sales & Business Consulting at Diebold Nixdorf
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI

Natalie Svider

Senior Vice President & Communications Director at Wedbush Securities
Representing
Jay McCanless
Senior Vice President, Equity Research | Homebuilders at Wedbush Securities
Seth Basham
Managing Director, Equity Research at Wedbush Securities
Peter Nowicki
SVP, Futures Sales at Wedbush Securities
Timothy "Tim" Hanlon
Managing Director at Wedbush Securities
Brad Gastwirth
Chief Technology Strategist at Wedbush Securities

Eric Hazard

Managing Director at Vested
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI

Ashlee Lazzari

Marketing Manager at NEPC
Representing
Paul Kenney
Partner at NEPC
Andrew Coupe
Senior Consultant at NEPC
Ross Bremen
Partner at NEPC
Michael Valchine
Senior Consultant at NEPC
Matthew Rowell
Principal, Senior Consultant at NEPC

Adrienne Kim

Senior Account Executive at Vested
Representing
Andrew Green
Managing Director & XVA Lead Quant at Scotiabank
Carolyn Saunders
Director, ING Direct Transition at Scotiabank
Shawn Rose
Executive Vice President & Chief Digital Officer at Scotiabank
Ignacio "Nacho" Deschamps
Group Head, International Banking & Digital Transformation at Scotiabank
Steven C. Pierson
Managing Partner at Lovell Minnick Partners

Nick Vecore

Public Relations Specialist at M&O Marketing
Representing
Josh Simpson
Investment Advisor Representative at Lake Advisory Group
Ryan Shuchman
Partner at Cornerstone Financial Services
Ryan Moore
Founder and CEO at Kingman Financial Group
David Reyes
Founder and Chief Investment Officer at Reyes Financial Architecture
Ryan Brown
Committee Member, Government & Legal Affairs at National Association for Fixed Annuities

Seres Lu

Account Manager at Vested
Representing
Michael Sonnenshein
Managing Director at Grayscale Investments
Sandy Galuppo
Managing Director at Boston Private
Michael Goldberg
Head of U.S. Capital Markets at RBC Capital Markets
Paul Simons
President, Private Banking, Wealth & Trust at Boston Private
Zachary Schwartzman
Internet Analyst at RBC Capital Markets

Lisa Seidenberg

VP, Media Relations at Greentarget Global Group
Representing
Ron Homer
Chief Impact Strategist, RBC GAM at Royal Bank of Canada
Arpan Sura
Counsel at Hogan Lovells
Brett Fox
Partner at Katten Muchin Rosenman LLP
Stanford Renas
Structured Finance Attorney at Katten Muchin Rosenman LLP
Mark Wood
Partner at Katten Muchin Rosenman LLP

Emma Clarke

Account Manager at Vested
Representing
Glenn Kurlander
Head of Family Governance and Wealth Education at Morgan Stanley Wealth Management
Melanie Schnoll Begun
Managing Director & Head of Philanthropy Management at Morgan Stanley Wealth Management
David Whitaker
President at Foreside
Ryan Cole
Vice President, Wealth Management at Bailard
Preston R. Sargent
Executive Vice President, Real Estate at Bailard
Representing
Bruce Kaye
Partner, Of Counsel at Barasch McGarry
Derek Wolman
Chair, Restaurant & Hospitality group & Co-Chair, Health Law group at Davidoff Hutcher & Citron
Howard Weiss
Partner at Davidoff Hutcher & Citron
Charles Capetanakis
Partner at Davidoff Hutcher & Citron
Richard Muskus Jr
President at Patriot Bank

Katie Hinkfuss

Account Executive at The Lowe Group
Representing
Brian Andrew
Chief Investment Officer at Johnson Financial Group
Kevin Smith, CFP®
Vice President at Wealthspire Advisors
Brian Jones
Executive Vice President at Envision Financial Systems
Matt Freund
Co-Chief Investment Officer at Calamos Investments
Lauren McCranie
Account Executive at Edelman

Jesse Kent

President at Derring-Do
Representing
Steven Gottlieb
Licensed Real Estate Salesperson at Warburg Realty
Placer.ai
xx at Placer.ai
Richard Barenblatt
Mortgage Specialist at GuardHill Financial Corp.
Gill Chowdhury
Licensed Associate Real Estate Broker at Warburg Realty
Brian Faux
Co-Founder and CEO at Morty

Randi Rispoli

Media Relations & Communications at CoynePR
Representing
Wing Yu
Assistant Professor at Stevens Institute of Technology
Gaurav Sabnis
Assistant Professor at School of Business at Stevens Institute of Technology
Dr. Ying Wu
Assistant Professor at School of Business at Stevens Institute of Technology
Yo-Jud Cheng
Assistant Professor of Business Administration at University of Virginia Darden School of Business
Giuseppe Ateniese
Chair Professor at Stevens Institute of Technology

Biz Cozine

Senior Account Executive at Vested
Representing
Olivier d’Assier
Head of Applied Research, Managing Director Asia Pacific, responsible for overall business strategy at Axioma
Anthony (Tony) Renshaw
Director, Applied Research at Axioma
Dominic Brynolf
Senior Director, Leader Solution Sales & Business Consulting at Diebold Nixdorf
Hermann Wimmer
Senior Vice President, Global Retail at Diebold Nixdorf
Alan Kerr
Head of Software & Chief Revenue Officer at Diebold Nixdorf
Representing
Jason Browne
President at Alexis Investment Partners
Jon Aaron
Co-owner at Space2Meditate
April Lewis-Parks
Communications/Public Relations Director at Consolidated Credit
Howard Dvorkin
Chairman at Debt.com
Lauren Liss
Vice President of U.S. Card at Capital One

Briana Chernak

Associate at Greentarget Global Group
Representing
Lilya Tessler
Partner, NY head of FinTech and Blockchain Group at Sidley Austin LLP
Cliff Vrielink
Partner at Sidley Austin LLP
David Buck
Partner - Capital Markets, M&A, Energy at Sidley Austin LLP
Ken Irvin
Co-leader of Sidley’s global Energy practice area team at Sidley Austin LLP
Mark Canizio
Partner at Duane Morris LLP

Nick Eghtessad

Account Manager at Live Wire Strategic Communications
Representing
Leslie Crutchfield
Executive Director at Georgetown University - McDonough School of Business
Jason Schloetzer
Professor at Georgetown University - McDonough School of Business
Allan Eberhart
Founding Director, Master of Science in Finance Program at Georgetown University - McDonough School of Business
Christie Nordhielm
Professor at Georgetown University
Larry Downes
Project Director, Center for Business and Public Policy at Georgetown University - McDonough School of Business

Padraic Swanton

Associate Vice President at Greentarget Global Group
Representing
Austin Lilling
Partner, Employee Benefits, Executive Compensation and ERISA at Stroock & Stroock & Lavan LLP
Brian Kerwin
Partner and Corporate Chair at Duane Morris LLP
Jim Murray
Chair, Insurance Recovery Group at Blank Rome LLP
Michael Emanuel
Partner at Stroock & Stroock & Lavan LLP
Lew Murphy
Partner at Stroock & Stroock & Lavan LLP

Natalie Kozma

Senior Account Executive at 5W Public Relations
Representing
Brian Stafford
CEO at Diligent
Merlin Piscitelli
Chief Revenue Officer at Merrill Corporation
Thomas Fredell
Chief Technology Officer at Merrill Corporation
Ed O'Biren
CEO at eMoney Advisor, LLC
Rusty Wiley
CEO at Merrill Corporation

Lauren McCranie

Financial Communications and Public Relations Associate at The Lowe Group
Representing
Bob Bacarella
Founder, President, Portfolio Manager at Monetta Financial Services
Anne Tidmore
Senior Vice President at Johnson Financial Group
Mark Regier
Vice President of Stewardship Investing & Director of Sales at Praxis Mutual Funds
Robert Bacarella
Founder and Portfolio Manager at Monetta Mutual Funds
Bob Warner
Executive Vice President at Johnson Financial Group

Allison Chin-Leong

Communications Senior Advisor, Corporate Communications at Wells Fargo Investment Institute
Representing
Caleb Tuten
investment analyst at Wells Fargo Investment Institute
Gary Schlossberg
Global Strategist at Wells Fargo Investment Institute
Elizabeth Skettino
Senior Global Strategist, Options Strategy Group at Wells Fargo Investment Institute
Adam Taback
Executive VP, Deputy Chief Investment Officer & Head of Global Alternative Investments at Wells Fargo Private Bank
John LaForge
Head of Real Asset Strategy at Wells Fargo Investment Institute

Tucker Slosburg

President at Lyceus Group
Representing
Marcus Dusenbury
Financial Advisor and Founding Shareholder at Viridian Advisors
Joe Jerkovich
COO at Reich & Tang
Krista Slosburg
Attorney at Stokes Lawrence
Tony Scherrer
Director of Research & Portfolio Manager at Smead Capital Management
Brian Johnson
Chief Investment Officer at Viridian Advisors
Representing
Timothy Wilkins
Global Partner for Client Sustainability Corporate and M&A at Freshfields Bruckhaus Deringer
Linda Martin
Partner: disputes, litigation and arbitration at Freshfields Bruckhaus Deringer
Caroline Richard
Partner: disputes, litigation and arbitration at Freshfields Bruckhaus Deringer
Menachem Kaplan
Partner: intellectual property, data and commercial at Freshfields Bruckhaus Deringer
Eric Mahr
Partner and Co-Chair of Global Antitrust Litigation Group at Freshfields Bruckhaus Deringer

Trish McCall

Managing Associate at Olmstead Williams
Representing
Kevin Koehler
Associate Portfolio Manager at Miracle Mile Advisors
Mike Treidl
Director at Miracle Mile Advisors
Brian Sterz
Investment Advisor at Miracle Mile Advisors
Bryan Shaffer
Principal & Managing Director at George Smith Partners
Emad Hasan
Founder & COO at Retina