

Founder & CEO, CAIS
MATT BROWN

CEO, Clark Capital Management
BRENDAN CLARK

General Counsel, Cetera Financial Group
LISA GOK

Senior Managing Director, 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

Managing Director, Oyster Consulting
JIM ROTH

Chief Marketing and Experience Officer, FMG Suite
SUSAN THEDER

Founder & CEO, Surge Ventures
SID YENAMANDRA