Sarah Bauer
Head of Asset Management Engagement
Envestnet
Stacy Bernstein
Head of Financial Intermediaries
American Century Investments
David Canter
CEO
Finley Point Strategy LLC
Mark Connolly
Head of Global Strategic Relations
Nuveen
John DiMonda
EVP, Advisor Engagement
Osaic
Amy Fritz
Executive Vice President
PIMCO
Tom Gannon
EVP, Chief Advocacy Officer
LPL Financial
Brian Hamburger
President & CEO
MarketCounsel | HamburgerLaw
Michael Keenan
President
MFS Fund Distributors, Inc.
Sean Keenan
Managing Director and Head of Sales at BNY Pershing
BNY Pershing
Todd Mackay
President
Cetera Wealth Management
Brian McLaughlin
Co-Founder
Hamachi.ai
David Michaud
Managing Director
Eaton Vance
Tom North
Mid-Atlantic Regional Vice President
Ameriprise Independent Advisors
Christopher O’Dea
Head of Field & Client Business Development
Morgan Stanley Wealth Management
John Pavese
Managing Director, Head of Global Relationship Management
New York Life Investment Management
R. Barkley Payne
President & CEO
Invest in Others Charitable Foundation
Meghan Peachey
Senior Vice President, Financial Institutions Group
Natixis Investment Managers - US Distribution
Karl Roessner
Chief Executive Officer
Vestmark
Paul Santucci
Sr. Market Executive - Morristown Short Hills Market
Merrill Lynch Global Wealth Management
Cathy Saunders
Head of Global Corporate Communications
Franklin Templeton
Marc Squires
Head of Clearing
Fidelity Investments
Jeff Vivacqua
President, Growth and Development
Cambridge Investment Research, Inc.
Jimmy Zhao
Chief Corporate Development Officer
Mercer Advisors
