Renée Baker, DBA, RCC
Founder & CEO
The RBI Group

Neil Bathon
Founder and Partner
FUSE Research Network

Diana Cabrices
Founder
Diana Cabrices Consulting

Jay Coulter
CEO
Titleist Asset Management

Nancy R. DeRusso
Managing Director, Head of Financial Planning, Financial Wellness & Survivor Support
Goldman Sachs AYCO


Michael Ellison
President & CEO
Corporate Insight

Olivia Eisinger
Head of Client Experience
Apex Fintech Solutions

Mark Elzweig
President
Mark Elzweig Company, Ltd.

Liz Fritz
Co-Founder
F2 Strategy

Lori Hardwick
Board Director, Strategic Advisor
Genstar Capital


Kate Healy
CEO & Founder
AdvoKate IQ, LLC

Marcia Mantell
Founder and President
Mantell Retirement Consulting Inc.

Ron Mastrogiovanni
President
HealthView Services

Scott MacKillop
Financial Services Consulant, Writer & Board Member

Rose Faye Niang
Director of Financial Planning
Edelman Financial Engines


Robert Paisley
Director of Banking, Financial Services and Insurance
SS&C Blue Prism

Todd Rosenbluth
Head of Research & Editorial
TMX VettaFi

Larry Roth
Managing Partner
RLR Strategic Partners

Cate Sanders
Managing Director-HNW, Retirement & Institutional Marketing Strategy
The Rudin Group

Skip Schweiss
CEO
Ocean Park Asset Management


Lawrence Sprung
Founder and Wealth Advisor
Mitlin Financial Inc

Connor Sung
Director of Financial Planning
eMoney Advisor

Susan Theder
Chief Marketing and Experience Officer
FMG Suite

Kyle Van Pelt
Co-Founder
Milemarker

Shanna Weber
CEO, Founder & Lead Consultant
Prima Consulting


Roger Wohlner
Financial Writer, Ghostwriter and Advisor
RLW Associates, LLC

Helen Yang
Founder & CEO
Andes Risk