| 10/8/25, 9:44 AM | Michelle | Allgauer | Financial Services Institute | SVP, Education & Engagement | (not set) | Staff |
| 10/1/25, 9:41 AM | Kathryn | Anderson | Financial Services Institute | SVP, Growth & Strategic Partnerships | (not set) | Staff |
| 10/3/25, 8:57 AM | Bradley | Andreatta | Advyzon | Executive Vice President of Enterprise Solutions | Brad | Complimentary Sponsor Staff Badge |
| 11/7/25, 5:44 AM | Rebecca | Aubin | Transamerica Financial Advisors, LLC | Director, Compliance | (not set) | Council Member |
| 10/17/25, 1:51 PM | Andrea | Baase | JW Cole Financial | Regulatory Compliance Officer | (not set) | Firm Member |
| 10/29/25, 12:39 PM | Matthew | Bahrenburg | cfd Investments, Inc. | Chief Compliance Officer | (not set) | Firm Member |
| 11/10/25, 9:26 AM | Brett | Baker | Osaic | Head of Field Supervision | (not set) | Firm Member |
| 10/22/25, 7:06 AM | Dan | Barry | Financial Services Institute | Director, State Legislative Affairs | (not set) | Staff |
| 10/31/25, 8:05 AM | Colleen | Bell | Cambridge | President, Innovation and Experience | Colleen | Speaker |
| 10/7/25, 9:59 AM | David | Bellaire | Financial Services Institute | Executive Vice President & General Counsel | David | Staff |
| 10/7/25, 11:57 AM | Kristine | Bergin | Raymond James Financial Services | VP, Investment Advisory Relationships | (not set) | Firm Member |
| 10/9/25, 7:14 AM | Christine | Bermingham | Financial Services Institute | Director, Strategic Partnerships | (not set) | Staff |
| 10/15/25, 7:18 AM | Aaron | Berthold | Ameritas | VP, OPS & Service | Aaron Berthold | Council Member |
| 11/11/25, 1:16 PM | Saumya | Bhavsar | Osaic | Chief General Counsel | Saumya | Firm Member |
| 11/10/25, 7:00 AM | Carlo | Bidone | Kovack Financial Network | EVP | Carlo | Firm Member |
| 10/24/25, 10:23 AM | Ryan | Boen | Cambridge | EVP, Chief Financial Officer | Ryan | Firm Member |
| 10/14/25, 4:25 AM | Tia | Boone | FSI | Director of Strategic Partnership | Tia Boone | Staff |
| 11/4/25, 9:38 AM | Shawn | Bostic | Kestra Financial, LLC | Director Regulatory Compliance | (not set) | Council Member |
| 10/16/25, 9:01 AM | Jeremy | Bronheim | Financial Services Institute | Controller & AVP, Operations | (not set) | Staff |
| 11/4/25, 7:19 AM | Dale | Brown | Financial Services Institute | CEO | (not set) | Staff |
| 10/9/25, 10:27 AM | Virginia | Busniuk | eMoney | Event Coordinator | Virginia Busniuk | Associate Sponsor |
| 10/23/25, 12:14 PM | Christine | Byrne | Back Cove Financial | Partner, Wealth Advisor | (not set) | Board Member |
| 10/7/25, 12:02 PM | Kerry | Cahill | Sammons Institutional Group | Vice President, Business Development | (not set) | Executive Sponsor |
| 10/27/25, 8:45 AM | Alexander | Chan | Cetera Financial Group | Director, Advisory Compliance | Alex | Task Force Member |
| 11/13/25, 9:07 AM | Kim | Chapman | Berthel Fisher & Co. | CCO | (not set) | Speaker |
| 10/10/25, 5:49 AM | Eric | Chartan | First Command Financial Services, Inc. | Chief Legal Officer | (not set) | Firm Member |
| 10/10/25, 1:50 PM | Kevin | Chase | Sanctuary Wealth | CCO | (not set) | Council Member |
| 10/2/25, 10:05 AM | Patrick | Clifford | ATHENE | Vice President | (not set) | Complimentary Sponsor Staff Badge |
| 10/29/25, 6:17 AM | Sandra | Colvin | Equity Services Inc. | AVP - Operations | Sandy | Firm Member |
| 10/30/25, 8:05 AM | Melissa | Couch | Principal Securities | Director Advisory Operations | (not set) | Council Member |
| 11/3/25, 12:55 PM | Ara | Coutts | Feathery | Sales | (not set) | Complimentary Sponsor Staff Badge |
| 11/11/25, 10:06 AM | Kevin | Crowe | SEI Investments | Head of SEI Access | (not set) | Complimentary Sponsor Staff Badge |
| 10/3/25, 11:45 AM | Alex | Cunningham | PFS Investments | SVP | (not set) | Firm Member |
| 11/3/25, 11:44 AM | Jenniffer | Daigle | Eagle Point Credit | Executive Vice President | Jen | Associate Sponsor |
| 10/9/25, 10:19 AM | Thomas | Daniel | MML Investors Services, LLC | Compliance Testing & Risk | Tom | Task Force Member |
| 11/6/25, 1:50 PM | Alex | David | raymond james | division director | (not set) | Firm Member |
| 11/11/25, 10:09 AM | Mathew | Dellorso | SEI Investments | Managing Director, SEI Access | (not set) | Complimentary Sponsor Staff Badge |
| 10/23/25, 6:38 PM | Sarah | Dingle | Equity Services, Inc - National Life company | AVP, Business Development | (not set) | Firm Member |
| 10/9/25, 8:08 AM | Bri | Dinsmore | Jackson | Key Account Manager | (not set) | Associate Sponsor |
| 10/14/25, 12:20 PM | Shawna | Dover | First Command Financial Services, Inc. | Senior Vice President, Human Resources & Talent Development | (not set) | Firm Member |
| 10/15/25, 4:31 PM | Peter | Dun | Feathery | CEO | (not set) | Associate Sponsor |
| 10/13/25, 2:11 PM | Megan | Epler | FSI | Spouse | (not set) | Companion/Spouse |
| 10/20/25, 7:16 AM | Shauna | Faulkner | Financial Services Institute | Marketing & Communications Manager | (not set) | Staff |
| 11/4/25, 3:48 PM | Elizabeth | Fellmeth | Freeman Mathis & Gary | Partner | Elizabeth | Complimentary Sponsor Staff Badge |
| 11/7/25, 5:52 AM | Nathan | Flaker | Valmark Financial Group, LLC | VP - Financial Operations | (not set) | Firm Member |
| 11/3/25, 7:14 AM | Mia | Floyd | Financial Services Institute | Regulatory Affairs Counsel | (not set) | Staff |
| 10/29/25, 9:34 AM | Jonathan | Fonash | Transamerica Financial Advisors | Sr Director Wealth Management | (not set) | Council Member |
| 10/14/25, 7:13 AM | Erinn | Ford | Osaic | EVP, Advisor Engagement | (not set) | Task Force Member |
| 10/10/25, 8:47 AM | Judson | Forner | Valmark Financial Group | VP - Investment Operations | (not set) | Council Member |
| 11/10/25, 12:12 PM | Kathleen | Fox | SEI Investments | National Accounts Manager | Kathleen | Complimentary Sponsor Staff Badge |