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