2019 Speakers


Jim Crowley
CEO, BNY Mellon | Pershing


Megan Carpenter
CEO, FiComm Partners


Kurt Miscinski
President & CEO, Cerity Partners


Dave Welling
CEO, Mercer Advisors


Mark Tibergien
CEO & Managing Director, Advisor Solutions, BNY Mellon | Pershing


Larry Roth
Managing Partner, RLR Strategic Partners


Manny Roman
CEO, PIMCO


Dan Seivert
CEO, ECHELON Partners


James Gold
CEO, Steward Partners Global Advisory


Rush Benton
Senior Director, CAPTRUST


Jeff Dekko
CEO, Wealth Enhancement Group


Chris Frieden
Partner, Allston Bird


Carolyn Armitage
Managing Director, ECHELON Partners


Ed Swenson
COO, Dynasty Financial Partners


Scott Wetzel
CEO, Skyview Partners


Jeff Warren
Managing Director, Russell Reynolds Associates


Mike Wunderli
Managing Director, ECHELON Partners


Bill Van Law
CEO, WVL Group


Dustin Mangone
Director, PPC Loan


Bill Willis
CEO, Willis Consulting


Ted Cohen
Senior Partner, Cohen/Mainzer LLP


Robb Baldwin
President & CEO, Trade PMR


Rick Dennen
CEO, Oak Street Funding


Corey Kupfer
Principal, Kupfer & Associates


Jeff Bischoff
CEO, Old Greenwich Consultants


Mark Bruno
Managing Director, InvestmentNews


David Mrazik
Managing Partner, Merchant Investment Management