John Mattone
John Mattone Global
World's Top Executive Coach & Bestselling Author
Sam Anderson
Dynasty Financial Partners
Chief Capital Officer, Co-Head of Investment Banking
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
Nikhil Deusana
Advyzon
Executive Vice President
Jeff Emrich
Vantus Wealth
Partner
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
Dave Goes
Advyzon
President, Enterprise Solutions
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, LLC
COO
Brian Huckstep
Advyzon Investment Management
Chief Investment Officer
Kevin Hughes
Advyzon
President, Financial Planning
Shannon Hurley
Advyzon
Technical Consultant
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