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