Leon Rossiter
Global Blockchain Marketing Manager at Colu
Paul McCarthy
President at Kisco Capital

Prior to founding Kisco Capital, Mr. McCarthy held senior positions at two multi-billion-dollar hedge funds, where he acted as a trader and portfolio manager. Mr. McCarthy managed capital in advers...

Roger Buswell
President at Buswell Associates

Roger is president and a Certified Financial Planner™ who has been working with lawyers as his niche market since 1981. He got his start as a college intern for an insurance company in 1976. He is ...

Vincent Raniere
Advisor to the Board at Riking Software System

Vinnie Raniere, a self-motivated leader and successful entrepreneur, provides a deep understanding of the banking industry framework with over 30 years of banking, business development, and regulat...

Robert Graham
Partner, Private Wealth Advisor at The Bahnsen Group

Robert is a Partner who provides concierge-level services to select clients of The Bahnsen Group. He also leads and manages our Retirement Plans practice. In this capacity, Robert works with plan s...

Lindsey Allumbaugh
Vice President and Media Specialist at Sloane and Company

Lindsey Allumbaugh is a Vice President and Media Specialist based in New York City. In this role, she advises clients in several industries, including personal finance and healthcare, on creating s...

Phoebe Catterall
FP&A Analyst at NBCUniversal

Virtual AR provides professional and polite accounts receivable services which focus on creating an opportunity for professional customer service while maintaining the integrity of your client rela...

Pine Bridge
Fixed Income PM/Team Lead at PineBridge Investments
Rachel Francis
PR and Communications Manager at Fieldfisher

Experienced Communications Executive with a demonstrated history of working in the media and business services industry. Skilled in both internal and external communications and social media campai...

Wendy Peperkorn
Wealth Advisor at Bronfman Rothschild

Wendy joined Bronfman Rothschild in 2018, bringing with her over twenty years experience in financial services. Her expertise includes working directly in client relationships and in internal roles...

Banking Executive (TBD)
Credit Cards Exec at Pivotal Strategies
Hyim Mogilner
Head of Distressed at BGC Partners
Brian Carlson
Vice President – Wealth Management at Alera Group

Brian’s commitment is to deliver individualized, fully integrated nancial solutions that help solve his clients’ needs.

Brian holds a degree from the University of Wisconsin-Madison in Finance I...

Marty Wolf
President and founder at martinwolf M&A Advisors

Marty is the founder and president of martinwolf Global M&A Advisors. He has been involved in more than 160 IT M&A transactions during the last 20 years, creating over $5 billion in value. In addit...

Retail Practice
Managing Director at Berkeley Research Group, LLC
Carl Ludwigson
Director of Manager Research at Bel Air Investment Advisors

Carl joined Bel Air in 2012 and serves as the Investment Committee Chairman and Director of Manager Research. He is responsible for the investment research process, managing the investment team, an...

CIT Group
Communications at CIT Group
Scott Richardson
Executive Vice President, Operations at Sedgwick

Executive Vice President Operations at Sedgwick

Colette Snyder
Co-Founder at Jo-Ann Holst Advisers

Colette is the other half of the mother-daughter duo at JHA. Together Jo-Ann and Colette are a multi-generational power team helping Coloradans of all ages plan smart for the future. A graduate of ...

Kent Demien
Investment Analyst at Johnson Financial Group

Kent is an investment analyst at Johnson Financial Group where he is a quantitative credit analyst on the fixed income team. He is responsible for performing fixed income mutual fund manager due d...

Mike Taylor
Investment Strategy Analyst at Wells Fargo Investment Institute

Michael Taylor is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertis...

TBD (home office MD or advisor in the field)
MD or advisor (TBD) at Morgan Stanley
Warren Ward
Founder & Certified Financial Planner at Warren Ward Associates

Warren is principal of Warren Ward Associates. He began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in Columbus, I...

Jeremy J. Schirra
Of Counsel at Dickinson Wright

Jeremy represents lenders, developers, investors, businesses and nonprofit organizations of all sizes in their lending, borrowing, development, investments, capital raises, syndication, commercial ...

Sue Christoph
Partner, Senior Wealth Advisor at RMB Capital

Sue has more than 30 years of financial industry experience. Early in her career, she focused on alternative investment solutions for high-net-worth and institutional clients. Since joining RMB in ...

Sydney Layne
Account Executive at The Neibart Group