The Advyzon Conference 2026
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John Mattone
John Mattone Global
World's Top Executive Coach & Bestselling Author
Lee Andreatta
Advyzon Investment Management
CEO
David Bailin
CIO Group
CEO
Robb Baldwin
Robinhood Markets
Vice President and General Manager of TradePMR at Robinhood Markets
Harris Baltch
Dynasty Financial Partners
Managing Director, Co-Head of Investment Banking
Tobin Bennion
Jump AI
SVP of Revenue
Alison Cooley
Comply
Sr. Director, Product Marketing
Nikhil Deusana
Advyzon
Executive Vice President
Jeff Emrich
Vantus Wealth
Partner
Sal Esposito
Zacks Investment Management
Head of ETF Products
Marah Fineberg-Kuck, CFP®
Fineberg Financial Management (FFM)
CEO
Kelly Fitzpatrick
Advyzon
Senior Product Owner
Lawrence Ford
Conscious Capital
Founder & CEO
Kyra Foster
Advyzon
Chief Design Officer
JD Gardner
Aptus Capital
Founder & CIO
Dave Goes
Advyzon
President, Enterprise Solutions
Sarah Grieco
Syntax Data
Director, National Accounts
Scott Hamilton
Hamilton Financial Planning
Financial Advisor
Nick Harding
Nitrogen
SVP of Customer Success
Megan Hausmann
Wells Fargo RIA Solutions
National Director, Business Development
Blain Hefty
Advyzon
Sr. Product Owner
Meghan Holmes
Advyzon Investment Management
COO
Stephen Hostetler
Indivisible Partners
Founder, Chief Compliance Officer
Brian Huckstep
Advyzon Investment Management
Chief Investment Officer
Kevin Hughes
Advyzon
President, Financial Planning
Shannon Hurley
Advyzon
Technical Consultant
Craig Iskowitz
Ezra Group
CEO
Jeff Kilburg
KKM Financial
Founder & CEO
William Knowles
WMK Investment Partners
President
Britt Kremer
Charles Schwab
Sr. Relationship Manager, Advisor Direct Integrations
Paul Lambert
Indivisible Partners
Co-Founder, Head of Advisor Teams
Taylor Lawler
StoneX Financial Inc.
Senior Relationship Manager
David Lewinter
Lewinter Wealth Advisors LLC
President
Hailin Li
Advyzon
CEO
John Mackowiak
Advyzon
Chief Revenue Officer
Gwendaline Mazzara
Fidelity Investments
Vice President, Senior Business Consultant
Scott McSweeney
iCapital
VP, Platform Partnerships
Vennela Miryala
Mili
Co-founder, CPO
Ashley Murphy
Arete Wealth Strategists Australia
US/Australian Cross-Border Financial Advisor
Christopher Norton
Potomac
Chief Marketing Officer
Billy Oliverio
United Planners Financial Services
EVP-Chief Mischievous Officer
Kimberly Papedis
Fusion Financial Partners
President
Dirk Pearson
Advyzon
COO
Giovanni Petronelli
Franklin Templeton
National Account Manager - Alternatives
Hao Qin
Aspen Standard Wealth
Chief Strategy Officer and Head of M&A
Ryann Ramos
Advyzon
Sr. Product Owner
Alex Riedel
Advyzon Investment Management
Managing Director, Head of Client Portfolio Management
Chuck Rowlan
Advyzon
SVP - Business Development
Danny Schwartze
Integrated Compliance Advisors
Co-Founder of Your Cyber Life
Samantha Schwimmer
Advyzon
CMO
Roger Shaffer
StoneX Financial Inc.
Managing Director, Correspondent Clearing
Rushi Shah
YCharts
VP of Product Management
Dan Skiles
Altruist
VP, Relationship Management
Kelly Smith
Fidelity Investments
Vice President
Liz Ann Sonders
Charles Schwab
Chief Investment Strategist
Michelle Sovcik
Raymond James
SVP, Chief Operating Officer
Kartik Srinivasan
Advyzon
President, Advyzon Institutional
Carolyn Szaflik
Advyzon Investment Management
Senior Client Portfolio Manager
Dylan Trudeau
Advyzon
Technical Consultant
Michael Ursitti
Advyzon Investment Management
Executive Vice President - Head of Sales
Christi Van Rite
White River Consultants
Founder & CEO
Mike Williams
Advyzon
VP Vendor Relationship
Helen Yang
Advyzon
EVP, Product
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