Daymond John
The Shark Group
Founder/CEO of FUBU, Presidential Ambassador for Global Entrepreneurship, Star of ABC's Shark Tank and CEO of The Shark Group
Closing Keynote: Daymond John’s 5 Shark Points: Fundamentals for Success in Business and Life
Lee Andreatta
Advyzon Investment Management
CEO - Advyzon Investment Management
Conference Kick-off & Opening Remarks
Rob Bandy
FINIAT
President and Founder
The Benefits of Bespoke Model Creation
Nyle Bayer
Future Proof
CMO
Marketing in 2025: Cutting Through the Hype and Getting Practical
Tobin Bennion
Jump
Head of Sales
Practical Advisor AI: Slash Meeting Admin Time by 90% + Elevate Client Experience
Stephanie Bogan
Limitless
Chief Possibility Officer
More Than Numbers: The Human Advantage of Women in Wealth
Barry Brauch
Castellan Group
Managing Director
Digital Meets Personal: The New Paradigm for UHNW Client Engagement
Joel Bruckenstein
Technology Tools for Today (T3)
President
From Automation to Growth: The 2025 Technology Blueprint for Advisors
Bill Coppel
TradePMR
Chief Client Growth Officer
From Potential to Power: The Next Gen’s Journey to Leadership
James Costabile
iCapital Network
Head of US Distribution
Alternative Investments Simplified with iCapital's U.S. Marketplace
Connor Coughlin
Apex Fintech Solutions
Chief Commercial Officer
From Potential to Power: The Next Gen’s Journey to Leadership
Stacie Craddock
Panoramic Investment Advisors
CCO
Compliance Corner
Catherine Davies
Innovayte
CEO
AI’s Impact on the Custodial Experience
Carina Diamond
The 4100 Group Financial Services
Chief Growth Officer
Digital Meets Personal: The New Paradigm for UHNW Client Engagement
Andy Finnegan
Nebo Wealth
Marketing Lead
From Potential to Power: The Next Gen’s Journey to Leadership
Kelly Fitzpatrick
Advyzon
Senior Product Owner
Compliance Corner
JD Gardner, CFA CMT
Aptus Capital Advisors
CIO and Founder
The Importance of Managing Longevity Risk
Dave Goes
Advyzon
President, Enterprise Solutions
Executive Leadership Panel & State of the Union
Yonhee Gordon
RIA
Former COO/CMO
More Than Numbers: The Human Advantage of Women in Wealth
Courtney Haddad
Concurrent Investment Advisors, LLC
Chief Compliance Officer
2025 Regulatory Insights
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