Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
11/12/25, 4:56 PMLaurieFreedmanAdvisor360°Director, Corporate Marketing(not set)Complimentary Sponsor Staff Badge
10/13/25, 2:09 PMRyanFreelsFSIDirector Strategic Partnerships(not set)Staff
10/8/25, 11:31 AMCallayFurlanBroadridgeMarketing Events Specialist(not set)Premier Sponsor
10/22/25, 7:48 AMSirrodGarrettFirst CommandVP, Head of Supervision & Surveillance(not set)Firm Member
10/13/25, 12:22 PMRobGaudioSanctuary WealthManaging Director, Head of Operations & Administration(not set)Council Member
10/28/25, 7:27 AMRachelGiffordWealthCounselMarketing Events Specialist(not set)Associate Sponsor
11/12/25, 11:21 AMMichaelGillilandMML Investors Services, LLCHead of Brokerage and Trust ComplianceMikeFirm Member
10/3/25, 8:54 AMDavidGoesAdvyzonPresident of Enterprise SolutionsDaveAssociate Sponsor
10/9/25, 9:29 AMKathleenGoldenCapital Group | American FundsVP, Strategic RelationshipsKathleen GoldenPremier Sponsor
10/29/25, 12:27 PMGerryGoodCFDIT Director(not set)Firm Member
11/7/25, 12:06 PMGailGouletSchwab Wealth & Asset Management SolutionsDirector|Head of Strategic AccountsGailAssociate Sponsor
11/4/25, 9:45 AMPhilipGrahamInland Real Estate Investment CorporationExecutive Vice President, Strategic RelationsPhilComplimentary Sponsor Staff Badge
10/15/25, 9:20 AMSheenaGrayQuad ACEO(not set)Guest
10/11/25, 1:38 PMAlanHaalandAmeritasDirector of Wealth Management & Investment Services(not set)Firm Member
10/7/25, 10:04 AMMandyHalburFinancial Services InstituteExecutive Leadership Team AdministratorMandyStaff
10/14/25, 12:23 PMJenniferHamiltonSammons Institutional GroupBusiness Development Manager(not set)Complimentary Sponsor Staff Badge
10/30/25, 11:48 AMAndrewHartnettFSIVice President of Regulatory Affairs & Deputy General Counsel(not set)Staff
11/17/25, 11:07 AMMollyHousandOrion Advisor ServicesVP, National Accounts(not set)Premier Sponsor
10/7/25, 11:31 AMFeatherImplementationFeathrFeahr(not set)Staff
11/5/25, 2:09 PMDawnJensenMWA Financial ServicesCOO(not set)Firm Member
11/7/25, 6:41 AMKeeganJohnsonKestra Financial LLCCompliance DirectorKeeganFirm Member
11/19/25, 9:26 AMDeaderickJonesThe Strategic Financial Alliance, Inc.Chief Compliance OfficerDeaderick K JonesFirm Member
10/30/25, 1:04 PMKatieKenneyZocksMarketing Programs Manager(not set)Associate Sponsor
10/9/25, 11:39 AMMattKinsellaAmeritasVP Compliance(not set)Council Member
11/11/25, 10:08 AMKellyKleinschmidtSEI InvestmentsNational Accounts Manager(not set)Complimentary Sponsor Staff Badge
10/24/25, 10:15 AMBrianKovackKovack FinancialCEO(not set)Board Member
10/10/25, 2:26 PMElizabethKozenkoValmark Financial GroupCFO(not set)Council Chair
10/16/25, 9:20 AMChristinaKramerTransamerica Financial AdvisorsChief Compliance Officer(not set)Firm Member
11/11/25, 10:07 AMMelissaKretschmerSEI InvestmentsNational Accounts Manager(not set)Complimentary Sponsor Staff Badge
10/27/25, 1:59 PMMatthewLandersFinancial Services InstituteAssociate Vice President, Political EngagementMattStaff
11/7/25, 10:22 AMHannaLaverFinancial Services InstituteVice President Legislative Affairs & Senior Counsel(not set)Staff
11/7/25, 10:24 AMChrisLaverFinancial Services InstituteSpouse(not set)Staff
10/7/25, 11:56 AMCodyLawlerPrincipal Securities, Inc.Chief Supervision Officer & Head of Operations(not set)Council Member
11/3/25, 11:14 AMKathleenLeckeyLincoln InvestmentPresident and Chief Operating OfficerKathyBoard Member
10/2/25, 10:08 AMChrisLeskyATHENEVice President(not set)Complimentary Sponsor Staff Badge
10/22/25, 10:18 AMFriedaLewisBroadridgeGlobal Head of Client EngagementFrieda LewisComplimentary Sponsor Staff Badge
10/14/25, 12:18 PMBillLoweSammons Institutional GroupPresident(not set)Complimentary Sponsor Staff Badge
10/27/25, 7:46 AMKyleMarrsFinancial Services Institute (FSI)Political Engagement Manager(not set)Staff
10/10/25, 8:15 AMMichaelMatkovicSEI InvestmentsManaging Director, National AccountsMikePremier Sponsor
10/2/25, 6:03 AMBrettMcAllisterFinancial Services InstituteSVP Finance & Operations(not set)Staff
10/17/25, 6:42 AMScottMcCaffreyHilltopSecuritiesHead of Momentum Independent Network(not set)Firm Member
10/28/25, 11:47 AMFrankMcDonnellSteward PartnersChief Product Officer(not set)Council Member
10/9/25, 2:33 PMMartyMcNeesMadison Avenue SecuritiesPresident(not set)Firm Member
10/13/25, 6:00 AMSethMillerCambridgePresident, Advocacy and AdministrationSethFirm Member
11/14/25, 2:17 PMKevinMillerSanctuary WealthChief Legal Officer(not set)Task Force Member
10/13/25, 8:32 AMRobertMilmoreFirst CommandDistrict Advisor(not set)Board Member
11/7/25, 12:17 PMValerieMirkoArmstrong TeasdalePartner & Leader, Securities Regulation and Litigation PracticeValerieAssociate Sponsor
11/11/25, 6:34 AMRobertMolinariCommonwealth Financial NetworkChief Regulatory Affairs Officer(not set)Board Member
11/19/25, 9:25 AMRobertMoralesMomentum Independent NetworkHead of Wealth Management Product Solutions(not set)Council Member
11/4/25, 8:27 AMJasonMullalyMML Investors Services / MassMutualCompliance LeadJayFirm Member