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