Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
12/17/25, 2:24 PMThomasStewartHadriusFounder & CEO(not set)Complimentary Sponsor Staff Badge
1/27/26, 7:24 AMBrandyStowersBraindate(not set)(not set)Sponsor Prospect
11/25/25, 6:03 AMMatthewSugdenCommonwealthSVP, Chief Compliance Officer(not set)Speaker
1/9/26, 3:08 PMTomSullivaneMoneyHead of ProductTom SullivanComplimentary Sponsor Staff Badge
1/5/26, 12:30 PMGeorgeSvageraOrion Advisor ServicesSVP, Technology Sales(not set)Complimentary Sponsor Staff Badge
12/23/25, 8:18 AMKentSwaugerFidelity InvestmentsSenior Vice President, Relationship Management(not set)Complimentary Sponsor Staff Badge
1/5/26, 1:12 PMJohnSweeneyPraxis SolutionsCEOJohnComplimentary Sponsor Staff Badge
12/19/25, 9:55 AMTiffanySwindellFirst Command Financial ServicesSVP, Chief Risk Officer(not set)Speaker
12/1/25, 11:31 PMHamzaSyedPlanMember Services CorporationsChief Technology Officer(not set)Firm Member
2/1/26, 4:07 PMCherry RoseTan(not set)Fifth‑Generation Entrepreneur • Venture Capitalist • Executive Coach(not set)Guest
1/9/26, 5:51 PMSamiTaraziPraxis SolutionsChief Technology Officer(not set)Complimentary Sponsor Staff Badge
11/19/25, 6:04 AMNoamTaschBNY PershingManaging Director, Head of Platform Sales(not set)Complimentary Sponsor Staff Badge
11/12/25, 4:56 PMDarrenTedescoAdvisor360°President(not set)Complimentary Sponsor Staff Badge
11/4/25, 8:26 AMSylvainTemplemanSummit Global InvestmentsChief Growth Officer(not set)Guest
1/16/26, 8:39 AMBraindateTest 1BraindateTest(not set)Staff
1/16/26, 8:41 AMBraindateTest 2BraindateTest(not set)Staff
1/27/26, 8:01 AMNamThaiEPNACFSI Photographer(not set)Staff
12/11/25, 7:24 AMPeteThatchCapital GroupSr. VP - Head of Strategic Relationship Group(not set)Complimentary Sponsor Staff Badge
10/23/25, 8:42 AMDanThomasPrivate Advisor GroupCompliance Officer(not set)Council Member
12/8/25, 8:23 AMConnorThomasCapitalROCKSVP Business Development(not set)Associate Sponsor
1/26/26, 6:37 AMChrisThomsonKovackVP(not set)Firm Member
12/11/25, 4:05 PMDanToogoodZocksCountry Manager(not set)Complimentary Sponsor Staff Badge
12/23/25, 10:43 AMVanessaTorresFactRightSenior AnalystVanessa TorresComplimentary Sponsor Staff Badge
1/13/26, 5:41 AMAlexTrianineFlyer Financial TechnologiesManaging Director, Head of Sales(not set)Associate Sponsor
1/13/26, 2:24 PMLarryTrombinoWillisSenior Director, Risk & Brokering(not set)Complimentary Sponsor Staff Badge
1/12/26, 9:15 AMBrandonTuckereMoneyAdvisory Financial Planning Practice Management ConsultantBrandon TuckerComplimentary Sponsor Staff Badge
10/15/25, 9:44 AMGregTurnerCambridge Investment Research, Inc.Executive Vice President, Consulting Services(not set)Firm Member
10/3/25, 1:21 PMMichaelUrsittiAdvyzon Investment Management (AIM)Executive Vice PresidentMikeComplimentary Sponsor Staff Badge
1/5/26, 9:18 AMChrisVaccaroFidelity InvestmentsSenior Vice President, Segment Management, Wealth and Brokerage Platforms(not set)Complimentary Sponsor Staff Badge
1/5/26, 8:55 AMCarolynVaethSchwab Wealth & Asset Management SolutionsNational Account Executive(not set)Complimentary Sponsor Staff Badge
11/7/25, 7:49 AMJohnVander VennetYChartsChief Revenue Officer(not set)Associate Sponsor
10/15/25, 2:31 PMSeanVan MoorleghemCambridgeEVP, Chief Technology OfficerSeanSpeaker
1/19/26, 9:24 AMRoyleneVargasAxosEvent Marketing Coordinator(not set)Complimentary Sponsor Staff Badge
12/19/25, 7:25 AMShawnVaughanHinesManaging Director / Strategic AccountsShawnComplimentary Sponsor Staff Badge
10/10/25, 2:12 PMValVestCambridgeEVP, Chief Experience Officer(not set)Council Member
11/4/25, 9:40 AMSaritaVishakantaInland Real Estate Investment CorporationSVishakanta@inland-securities.com(not set)Associate Sponsor
10/10/25, 1:15 PMJeffVivacquaCambridgePresident, Growth & DevelopmentJeffFirm Member
12/2/25, 7:02 AMLoganVoelkerB. Riley Wealth AdvisorsManaging Director(not set)Firm Member
10/14/25, 12:21 PMKarinWalkovitzSammons Institutional GroupBusiness Development Manager(not set)Complimentary Sponsor Staff Badge
11/29/25, 2:02 PMDenisWalshMoney ConceptsCEO(not set)Firm Member
12/1/25, 9:48 AMTerriWalshMoney Concepts Capital CorpEVP/Chief Compliance Officer(not set)Firm Member
1/20/26, 6:27 AMKatieWalshLincoln Financial DistributorsSr. Account Manager(not set)Associate Sponsor
1/7/26, 1:22 PMErinWashomTFASenior Counsel(not set)Firm Member
10/3/25, 10:16 AMMatthewWattsRaymond James FinancialSVP Supervision(not set)Council Member
10/3/25, 10:19 AMLiWattsRaymond James FinancialNA(not set)Companion/Spouse
11/3/25, 1:20 PMChadWeaverFreeman Mathis & GaryPartnerChadAssociate Sponsor
1/7/26, 7:48 AMMicahWeiHTKHead of Investments(not set)Council Member
12/1/25, 11:27 AMBenWeinstockKovack Securities, Inc.SVP SupervisionBenFirm Member
12/8/25, 8:34 AMNeilWertCapitalROCKSenior Director, Business Development(not set)Complimentary Sponsor Staff Badge
12/5/25, 10:55 AMJoelWertmanWinget Spadafora & Schwartzberg, LLPPartnerJoel WertmanComplimentary Sponsor Staff Badge