Daymond John
Shark Tank
Entrepreneur & Author
Closing Keynote
Lee Andreatta
Advyzon Investment Management
CEO
Conference Kick-off & Opening Remarks
Nyle Bayer
Future Proof
CMO
Marketing Panel
Joel Bruckenstein
Technology Tools for Today (T3)
President
Technology Panel
Catherine Davies
Innovayte
CEO
Advyzon Tech Hub
Keynote
Dave Goes
Enterprise Solutions
President
Executive Leadership Panel & State of the Union
Jeffrey Kleintop
Charles Schwab & Co., Inc.
Managing Director, Chief Global Investment Strategist, Chartered Financial Analyst (CFA®)
Opening Keynote
Hailin Li
Advyzon Investment Management
CEO
Executive Leadership Panel & State of the Union
Closing Remarks
Dirk Pearson
Advyzon Investment Management
Chief Operating Officer
Executive Leadership Panel & State of the Union
Samantha Schwimmer
Advyzon Investment Management
Marketing
Marketing Panel
Patrick Shaddow
Syntax Data
President & CEO
Technology Panel
Scott Smith
Advyzon Investment Management
CRO
Executive Leadership Panel & State of the Union
Michelle Sovcik
Raymond James
Chief Operating Officer of RIA & Custody Services
Kartik Srinivasan
Advyzon Institutional
President
Technology Panel
Marie Swift
Impact Communications
Founder, CEO
Marketing Panel
Kelly Waltrich
Intention.ly
Co-Founder, CEO
Timothy Welsh
Nexus Strategy, LLC
President