Kerry Mullen

Senior Account Executive at Vested
Representing
Ross Bremen
Partner at NEPC
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

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

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

Savannah Steele

Associate 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

Jacqueline

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

Brandon Jones

Account Manager at Vested
Representing
Olivier d’Assier
Head of Applied Research at Qontigo
Christoph Schon
Executive Director, Applied Research at Qontigo
Shawn Snyder
Head of Investment Strategy at Citi Personal Wealth Management
Michael Goldberg
Head of U.S. Capital Markets at RBC Capital Markets
Diana Baechle, PhD
Director of Applied Research at Qontigo
Representing
Mark Mahaney
Managing Director at RBC Capital Markets
Lori Calvasina
Head of US Equity Strategy at RBC Capital Markets
Tom Porcelli
Chief U.S. Economist at RBC Capital Markets
Michael Tran
Managing Director, Global Energy Strategy at RBC Capital Markets
Helima Croft
Managing Director at RBC Capital Markets

Lisa Seidenberg

VP, Media Relations at Greentarget Global Group
Representing
Christine Campbell
Partner at Duane Morris LLP
Lance Zinman
Global chair of Katten's Financial Markets and Funds practice at Katten Muchin Rosenman LLP
Derek Landgenski
Commercial Finance Partner at Katten Muchin Rosenman LLP
Chris Lei
Asian Equity Analyst at RBC Global Asset Management: at Royal Bank of Canada
Ron Homer
Chief Impact Strategist, RBC GAM at Royal Bank of Canada

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

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
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

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
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
Representing
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
Howard Weiss
Partner 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

Emma Clarke

Account Manager at Vested
Representing
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
Ryan Cole
Vice President, Wealth Management at Bailard

Briana Chernak

Associate at Greentarget Global Group
Representing
Sean Weissbart
Partner in Trust & Estates Practice at Blank Rome LLP
Sean Weissbart
Partner at Blank Rome LLP
Delphine O'Rourke
Partner at Duane Morris LLP
Daniel Canales
Partner at Duane Morris LLP
Michelle Gitlitz
Partner and Global Head of Blockchain and Digital Assets at Crowell & Moring

Randi Rispoli

Media Relations & Communications at CoynePR
Representing
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
Kevin Ryan
Dist. Associate Prof. at Stevens Institute of Technology
Panos Markou
Assistant Professor at University of Virginia Darden School of Business
Wing Yu
Assistant Professor at Stevens Institute of Technology

Katie Hinkfuss

Account Executive at The Lowe Group
Representing
Kevin Couper
Senior Vice President at Wealthspire Advisors
John Wolff
Managing Director at Wealthspire Advisors
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

Padraic Swanton

Associate Vice President at Greentarget Global Group
Representing
Kevin Abikoff
Partner and Firm Co-Chair at Hughes Hubbard and Reed
Sean Weissbart
Partner at Blank Rome LLP
John Weiss
Partner and Chicago Office Managing Partner at Duane Morris LLP
Ed Buthusiem
Managing Director, Health Analytics at Berkeley Research Group, LLC
Wil Knibloe
Partner, CPA at Crowe LLP

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

Caroline Rebosio

Assistant Account Executive at CoynePR
Representing
Theresa MacPhail
Medical Anthropologist and Professor at Stevens Institute of Technology
Luca Cian
Assistant Professor of Business Administration at University of Virginia Darden School of Business
Dr. Michael Avaltroni
Dean of the School of Pharmacy and Health Sciences at Fairleigh Dickinson University
Nicholas O'Brien
Assistant Professor at Stevens Institute of Technology
John Niser
Director of the International School of Hospitality and Tourism at Fairleigh Dickinson University

Nick Eghtessad

Account Manager at Live Wire Strategic Communications
Representing
Debora Thompson
Professor of Marketing at Georgetown University - McDonough School of Business
Timur Loynab
Principal at CondoNest
Ricardo Ernst
Director, Georgetown Global Business Initiative at Georgetown University - McDonough School of Business
Leslie Crutchfield
Executive Director at Georgetown University - McDonough School of Business
Jason Schloetzer
Professor at Georgetown University - McDonough School of Business

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
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

Alexis Ganz

Associate Vice President at Prosek Partners
Representing
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
Randy Parrish, CFA
Head of Credit at Voya Investment Management
Matt Toms, CFA
Chief Investment Officer, Fixed Income at Voya Investment Management

Allison Chin-Leong

Communications Senior Advisor, Corporate Communications at Wells Fargo Investment Institute
Representing
Peter Rahbar, Esq.
Founder at The Rahbar Group PLLC
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
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

Anthony Priwer

Senior Account Executive at The Bradford Group
Representing
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
Benton B. Bodamer
Attorney, Cannabis Practice Group at Dickinson Wright
Greater Nashville Technology Council members
Greater Nashville Technology Council members at Greater Nashville Technology Council