Founder & CEO, CAIS
MATT BROWN
Head of Strategic Initiatives, Financial Services Institute (FSI)
CHRIS PAULITZ
General Counsel, Cetera Financial Group
LISA GOK
CEO & Co-founder, Bridgemark Strategies
JEFF NASH
CEO, Entreda
SID YENAMANDRA
Vice Chancellor, UCLA
MARY OSAKO
Senior Managing Director, Head of the New York Office at Angeles Wealth
HARRY GRAND
CEO, Clark Capital Management
BRENDAN CLARK
Chief Marketing Officer, Advisor Group
SUSAN THEDER
Board Member, Merit Life Insurance Co.
CATHY WEATHERFORD
Managing Director, Oyster Consulting
JIM ROTH
