

Founder & CEO, CAIS
MATT BROWN

CEO, Clark Capital Management
BRENDAN CLARK

General Counsel, Cetera Financial Group
LISA GOK

Partner, Head of the New York Office at Angeles Wealth
HARRY GRAND

Partner & Co-Head Of Wealth Management, Berkshire Global Advisors
BOMY HAGOPIAN, CFA

Founder & Managing Partner, Cassique Strategies
ANDY KALBAUGH

Managing Director & Chief Marketing Officer, Oppenheimer & Co. Inc.
JOAN KHOURY

CEO & Co-founder, Bridgemark Strategies
JEFF NASH

Vice Chancellor, UCLA
MARY OSAKO

Head of Strategic Initiatives, Financial Services Institute (FSI)
CHRIS PAULITZ

Senior Vice President, Enterprise Sales & Solutions, BetaNXT / Motive Partners
JIM ROTH

Chief Marketing and Experience Officer, FMG Suite
SUSAN THEDER

Founder & CEO, Surge Ventures
SID YENAMANDRA