Jennifer Connelly
Founder & CEO
JConnelly
Joe Mallee
Head of MassMutual Financial Advisors
MassMutual
Jim Perhacs
Chief Operating Officer
Private Advisor Group
Kirsten Pickens
Managing Director, Co-Head U.S. Distribution
Future Standard
Clara Sierra
Managing Director
BridgePort Financial Solutions
Desiree Sii
Vice President, Head of Strategic Accounts
AssetMark
Kate Thompson
SVP, Head of ETF Distribution
Allianz
Michael Valenti
Director, National Accounts
BlackRock
Tom Walrond
President, Raymond James & Associates
Private Client Group
Raymond James
Barrett Wragg
Head of COI Team
T. Rowe Price
John Vaccaro
Chairman Emeritus & Director
MML Investor Services, LLC
Dan Zitting
CEO
Nitrogen
