Kerry Mullen

Senior Account Executive at Vested
Representing
Rich Ford
Co-Founder & Chief Development Officer at Roofstock
Amit Akhouri
Vice President, Engineering at Roofstock
Suresh Srinivasan
Chief Marketing Officer at Roofstock
Bill Lawrence
Head and Chief Investment Officer of Traditional Strategies, Investment Management Unit at SEI
Ross Bremen
Partner at NEPC

Eilis Stoner

Graduate Associate at Vested
Representing
Brew Johnson
Co-Founder and CEO at PeerStreet
Alex Perelman
CTO at PeerStreet
Brett Crosby
Co-Founder & COO at PeerStreet
Dan Sinner
Head of Marketing at Happy Money
Joe Heck
Head of Financial Partners at Happy Money

Savannah Steele

Associate at Vested
Representing
Rich Ford
Co-Founder & Chief Development Officer at Roofstock
Amit Akhouri
Vice President, Engineering at Roofstock
Suresh Srinivasan
Chief Marketing Officer at Roofstock
Clayton Wyatt
Vice President, Business Development at Roofstock
Gregor Watson
Co-Founder & Chairman at Roofstock

Brandon Jones

Account Manager at Vested
Representing
Rich Ford
Co-Founder & Chief Development Officer at Roofstock
Amit Akhouri
Vice President, Engineering at Roofstock
Suresh Srinivasan
Chief Marketing Officer at Roofstock
Clayton Wyatt
Vice President, Business Development at Roofstock
Olivier d’Assier
Head of Applied Research at Qontigo

Corey Law

Senior Account Executive at Vested
Representing
Chenae Edwards
Senior Consultant at NEPC
Nancy Perez
Managing Director & Senior Portfolio Manager at Boston Private
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

Jacqueline

Director at Vested
Representing
Shawn Snyder
Head of Investment Strategy at Citi Personal Wealth Management
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Dean Mioli
Director of Investment Planning for Independent Advisor Solutions at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments

Lisa Seidenberg

VP, Media Relations at Greentarget Global Group
Representing
Carol Mclarnon
ERISA TAX PARTNER at Eversheds Sutherland llp
Linda Weinberg
Chair of International Trade Practice at Barnes & Thornburg
Michael Jacobson
Commercial Finance Partner at Katten Muchin Rosenman LLP
Marc Benjamin
CRE partner at Eversheds Sutherland llp
Tom Warner
Co-Leader Eversheds Sutherland Energy Projects Team at Eversheds Sutherland llp

Natalie Svider

Senior Vice President & Communications Director at Wedbush Securities
Representing
Al Kluis
Managing Director at Kluis Commodity Advisors
Sahak Manuelian
Managing Director of Equity Trading at Wedbush Securities
Robert Kennally
Financial Advisor at Wedbush Securities
Jay McCanless
Senior Vice President, Equity Research | Homebuilders at Wedbush Securities

Angela Trostle

Managing Partner & President at AMW Public Relations
Representing
Lynnwood Bibbens
CEO at ReachTV
Paul Gleicher
CEO/ Chief Architect at Gleicher Design
Tom Shipley
CEO at Atlantic Coast Brands
Mike Kucharski
President at JKC Trucking
Brady Cobb
CEO at One Plant Florida

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

Eric Hazard

Managing Director at Vested
Representing
Andy West
Managing Director, Large RIAs at SEI
Michael Straubel
Business Development, SEI Wealth Platform at SEI
Dean Mioli
Director of Investment Planning for Independent Advisor Solutions at SEI
Raef Lee
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
J. Womack
Managing Director, Investment Solutions at SEI
Representing
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
Alan Kerr
Head of Software & Chief Revenue Officer at Diebold Nixdorf
Ulrich Seemann
Business Development, Service Station, C-Stores at Diebold Nixdorf

Nick Vecore

Public Relations Specialist at M&O Marketing
Representing
Neel Shah
Financial advisor and owner at Beacon Wealth Solutions
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

Briana Chernak

Associate at Greentarget Global Group
Representing
Jacques Smith
National leader of the firm’s Complex Litigation Practice and Co-Chair of the firm’s Investigations group at Arent Fox LLP
Angela Elbert
Chair of the Firm's Insurance Policyholder Practice Group at Neal Gerber Eisenberg
Brooke Iley
Co-Chair, Labor & Employment Group at Blank Rome LLP
Colleen Brown
Partner at Sidley Austin LLP
Sean Weissbart
Partner at Blank Rome LLP

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

Caroline Rebosio

Account Executive at CoynePR
Representing
Yu Tao
ASSOCIATE PROFESSOR, SOCIAL SCIENCES/ SOCIOLOGY at Stevens Institute of Technology
June West
Associate Professor of Business Administration at University of Virginia Darden School of Business
Joelle Saad-Lessler
Teaching Assocaite Professor and Associate Dean of Undergraduate Studies at Stevens Institute of Technology
Nariman Farvardin
President at Stevens Institute of Technology
Bojana Berić-Stojšić
Director MPH Program & Associate Professor of Public Health at Fairleigh Dickinson University

Emma Clarke

Account Manager at Vested
Representing
Sarah McDaniel
Managing Director - Head of Family Office Resources Generalists and Art Initiatives at Morgan Stanley Wealth Management
Shivin Kwatra
Head of LDI Portfolio Management at Insight Investment at Insight Investment
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

Patrick Rheaume

Account Executive at Butler Associates
Representing
Dr. Wilfred Van Gorp
Director at Cognitive Assessment Group
Jon Pasternak
Partner at Davidoff Hutcher & Citron
Alex Victor
Partner at Davidoff Hutcher & Citron
Bruce Kaye
Partner, Of Counsel at Barasch McGarry
Derek Wolman
Chair, Restaurant & Hospitality group & Co-Chair, Health Law group at Davidoff Hutcher & Citron

Seres Lu

Account Manager at Vested
Representing
Evan Kotsovinos
Senior Vice President and Global Head of Infrastructure at American Express
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

Randi Rispoli

Media Relations & Communications at CoynePR
Representing
Shane Dikolli
Associate Professor of Business Administration at University of Virginia Darden School of Business
Donald Lombardi
Industry Associate Professor at Stevens Institute of Technology
Lisa Cannell
Talent Management Executive at University of Virginia Darden School of Business
Dr. Michael Avaltroni
Dean of the School of Pharmacy and Health Sciences at Fairleigh Dickinson University
Zachary Feinstein
Assistant Professor at Stevens Institute of Technology

Padraic Swanton

Associate Vice President at Greentarget Global Group
Representing
Jorge Lopez
Shareholder at Littler Mendelson
Tony Guida
Partner at Duane Morris LLP
Mike Budinger
Principal at Crowe LLP
JoAnna Younts
Managing Director at Berkeley Research Group, LLC
Kevin Abikoff
Partner and Firm Co-Chair at Hughes Hubbard and Reed

Katie Hinkfuss

Account Executive at The Lowe Group
Representing
Eric Sontag
President & Chief Operating Officer at Wealthspire Advisors
Bob Bacarella
Founder, President, Portfolio Manager at Monetta Financial Services
Kevin Couper
Senior Vice President at Wealthspire Advisors
John Wolff
Managing Director at Wealthspire Advisors
Brian Andrew
Chief Investment Officer at Johnson Financial Group

Jesse Kent

President at Derring-Do
Representing
MetaProp
Venture Capital Firm at MetaProp NYC
Warburg Realty
Brokerage at Warburg Realty
Steven Gottlieb
Licensed Real Estate Salesperson at Warburg Realty
Placer.ai
xx at Placer.ai
Richard Barenblatt
Mortgage Specialist at GuardHill Financial Corp.

Nick Eghtessad

Account Manager at Live Wire Strategic Communications
Representing
Neeru Paharia
Assistant Professor of Marketing at Georgetown University - McDonough School of Business
Katherine Waldock
Assistant Professor of Finance at Georgetown University - McDonough School of Business
Timur Loynab
Principal at CondoNest
Sandeep Dahiya
Associate Professor of Finance at Georgetown University - McDonough School of Business
Debora Thompson
Professor of Marketing at Georgetown University - McDonough School of Business

Alexis Ganz

Associate Vice President at Prosek Partners
Representing
Shane Glass
President, Colony Business Management & Managing Director at The Colony Group
Susan Miller
Managing Director & Senior Wealth Advisor at The Colony Group
Michael Granoff
CEO & Portfolio Manager at Pomona Capital
John D. Simone, CFA
Managing Director, Head of Insurance Solutions at Voya Investment Management
Paul Zemsky, CFA
Chief Investment Officer, Multi-Asset Strategies and Solutions at Voya Investment Management
Representing
Kshitij Sinha
Fund Manager, Fixed Income at Canada Life Investments
Daniel White
Senior Research & Strategy Manager at Canada Life Investments
Craig Rippe
Head of Multi-Asset at Canada Life Investments
David Arnaud
Senior Fund Manager at Canada Life Investments
David Marchant
Chief Investment Officer at Canada Life Investments

Trish McCall

Managing Associate at Olmstead Williams
Representing
Jonathan Lee
Principal/Managing Director at George Smith Partners
Gary Mozer
Principal/Co-Founder at George Smith Partners
Anderson Lafontant
Senior Advisor Advanced Planning at Miracle Mile Advisors
Frank Lee
Managing Director at Miracle Mile Advisors
Kevin Koehler
Associate Portfolio Manager at Miracle Mile Advisors

Anthony Priwer

Senior Account Executive at The Bradford Group
Representing
Marc Gorlin
Founder and CEO at Roadie
Karen Williams
Founder and CEO at MinTech Agency
Adrienne Sipe
Director of Government Guaranteed Lending at First Horizon Bank
Ross Buntrock
Co-founder and CEO at Generous
Sara H. Jodka
Cybersecurity and Employment Attorney at Dickinson Wright
Representing
Brett Tharp
Financial Planning Education Consultant at eMoney Advisor, LLC
Matt Rogers
CFP, Manager of Financial Planning at eMoney Advisor, LLC
Brian Stafford
CEO at Diligent
Merlin Piscitelli
Chief Revenue Officer at Merrill Corporation
Thomas Fredell
Chief Technology Officer at Merrill Corporation