| 11/30/25, 12:55 PM | John | Boudreau | Allstate Financial Services | Chief Compliance Officer | John | Firm Member |
| 12/24/25, 8:42 AM | Ben | Brajtbord | Kestra Financial | Director, Investment & Advisory Governance | (not set) | Council Member |
| 1/7/26, 9:27 AM | Meghan | Braley | Vestmark | Senior Product Manager | (not set) | Associate Sponsor |
| 10/13/25, 6:00 AM | Will | Briggs | Cambridge | Senior Vice President Chief Human Resources Officer | Will | Firm Member |
| 11/26/25, 2:33 PM | Jennifer | Brittingham | PlanMember Securities Corporation | SVP | (not set) | Firm Member |
| 10/16/25, 9:01 AM | Jeremy | Bronheim | Financial Services Institute | Controller & AVP, Operations | (not set) | Staff |
| 1/12/26, 1:49 PM | Drew | Brophy | Ascentix | Chief of Staff | Drew Brophy | Media Sponsor |
| 11/4/25, 7:19 AM | Dale | Brown | Financial Services Institute | CEO | (not set) | Staff |
| 11/27/25, 6:02 AM | Dale | Brunk | Landmark Financial, LLC | Sr. Financial Advisor | (not set) | Board Member |
| 11/17/25, 12:13 PM | Karen | Bruno | BNY Pershing | Director, Wealth Solutions | (not set) | Executive Sponsor |
| 1/7/26, 1:12 PM | Michael | Bryan | Strategic Blueprint | Chief Growth Officer | (not set) | Task Force Member |
| 1/9/26, 11:25 AM | Julius | Buchanan | Wealth Solutions Report | Editor in Chief | (not set) | Press |
| 1/14/26, 11:50 AM | Jenna | Burfeind | Thrivent | Senior Counsel | Jenna | Firm Member |
| 12/16/25, 12:05 PM | Erin | Burke | Broadridge | Senior Director, Sales | (not set) | Complimentary Sponsor Staff Badge |
| 12/8/25, 2:27 PM | Dana | Burkhardt | AssetMark | Vice President, Head of Business Consulting | (not set) | Complimentary Sponsor Staff Badge |
| 12/3/25, 9:44 AM | Daniel | Burkott | Cetera Financial Group | CCO - Tax Channel | Dan | Speaker |
| 1/13/26, 1:03 PM | Damon | Butler | Wealthmanagement.com | (not set) | Damon Butler | Complimentary Sponsor Staff Badge |
| 10/23/25, 12:14 PM | Christine | Byrne | Back Cove Financial | Partner, Wealth Advisor | (not set) | Board Member |
| 2/2/26, 8:42 AM | Mike | Byrnes | Byrnes Consulting | Owner | (not set) | Speaker |
| 10/7/25, 12:02 PM | Kerry | Cahill | Sammons Institutional Group | Vice President, Business Development | (not set) | Executive Sponsor |
| 11/20/25, 6:25 AM | Kristen | Carmichael | Valmark Financial Group | VP. Investment Controls | (not set) | Council Member |
| 1/9/26, 8:27 AM | Ryan | Carrier | Advisor360° | Account Executive | (not set) | Complimentary Sponsor Staff Badge |
| 1/6/26, 1:52 AM | Brian | Carter | (not set) | Technology Executive | Driving Innovation at the Intersection of IT & Business | (not set) | Task Force Member |
| 12/22/25, 3:15 PM | Ryan | Casey | Axos | VP, Relationship Manager | (not set) | Executive Sponsor |
| 1/13/26, 12:15 PM | Molly | Chambers | FINNY | Head of Relationship Management | Molly | Complimentary Sponsor Staff Badge |
| 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 |
| 12/3/25, 7:35 AM | Gino | Cipriano | Envestnet | Head, Strategic Relationship Management | Gino | Premier Sponsor |
| 1/9/26, 9:40 AM | Phillip | Ciulla | Invesco | Managing Director, Strategic Accounts | Phil Ciulla | Associate Sponsor |
| 1/21/26, 12:18 PM | Mariane | Clark | Assetmark | Vice President, Corporate counsel | Marianne Clark | Complimentary Sponsor Staff Badge |
| 10/2/25, 10:05 AM | Patrick | Clifford | ATHENE | Vice President | (not set) | Complimentary Sponsor Staff Badge |
| 12/19/25, 8:22 AM | Rebecca | Cochran | First Command Financial Services, Inc | Director, Information Security and Data Privacy | (not set) | Council Member |
| 1/28/26, 11:35 AM | Alex | Cohen | Armstrong Teasdale | Partner, Securities Regulation and Litigation | Alex Cohen | Complimentary Sponsor Staff Badge |
| 10/29/25, 6:17 AM | Sandra | Colvin | Equity Services Inc. | AVP - Operations | Sandy | Firm Member |
| 12/16/25, 12:05 PM | James | Connell | Broadridge | General Manager, Advisor Compensation | (not set) | Complimentary Sponsor Staff Badge |
| 11/20/25, 11:49 AM | Von | Cook | Client Centric Advisors / Cambridge | Managing Partner | (not set) | Board Member |
| 11/25/25, 6:18 AM | Robert | Coppola | Sanctuary Wealth | CTO | Bob | Speaker |
| 12/9/25, 10:38 AM | Kipp | Cormier | Envestnet | Principal Director, Advisor Sales & Practice Solutions | (not set) | Complimentary Sponsor Staff Badge |
| 1/6/26, 11:52 AM | Greg | Cornick | Osaic | Executive Vice President | Greg Cornick | Firm Member |
| 1/14/26, 11:26 AM | Dennis | Correia | Charles River Development | Sales Executive | (not set) | Complimentary Sponsor Staff Badge |
| 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 |
| 1/7/26, 2:25 PM | Anya | Coverman | Institute for Portfolio Alternatives | President & CEO | (not set) | Guest |
| 1/15/26, 12:52 PM | Jeff | Cowley | InvestEdge | President | (not set) | Additional OneVoice Attendee |
| 1/7/26, 11:47 AM | Phil | Crist | Foundation Source | Head of Enterprise 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 |
| 12/23/25, 8:18 AM | Rich | Cruise | Fidelity Investments | Vice President, Senior Relationship Management | (not set) | Complimentary Sponsor Staff Badge |
| 1/27/26, 7:58 AM | Michael | Cubbage | Meeting Contractors, LLC | Principal | (not set) | Guest |
| 10/3/25, 11:45 AM | Alex | Cunningham | PFS Investments | SVP | (not set) | Firm Member |