Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
10/2/25, 10:14 AMMaidaMurphyATHENEDirector Account Management(not set)Additional OneVoice Attendee
10/2/25, 10:10 AMLisaMurrayATHENEVice President(not set)Additional OneVoice Attendee
10/14/25, 12:50 PMKylieMurraySammons Institutional GroupDirector of Practice Management, Consulting and Strategy(not set)Complimentary Sponsor Staff Badge
11/3/25, 9:09 AMMichaelMurrayPrincipal SecuritiesPresident(not set)Firm Member
11/19/25, 12:06 PMAeyshaMurshediTransamerica Financial Advisors, LLCDirector Operations(not set)Council Member
10/7/25, 9:04 AMAllisonMutschlerFinancial Services InstituteAVP, Marketing & Communications(not set)Staff
11/11/25, 10:08 AMMarkNorciniSEI InvestmentsSales Director, SEI Sphere(not set)Complimentary Sponsor Staff Badge
10/27/25, 11:16 AMPaulO'TooleHilltop SecuritiesSVP - Momentum Independent Network(not set)Firm Member
10/30/25, 6:53 AMBrentOwenscfd Investments, Inc.PresidentBrentFirm Member
10/14/25, 5:33 AMNamitaPatelOsaicSVP, Advisor Experience Center of ExcellenceNamita PatelTask Force Member
10/9/25, 8:59 AMAaronPeaseJacksonAssociate Key Account Manager(not set)Complimentary Sponsor Staff Badge
10/30/25, 8:35 AMJedidiahPedersenKuvareDirector National AccountsJedAssociate Sponsor
10/31/25, 1:05 PMNeilPetkovicValmark Financial Group, LLCDeputy General Counsel(not set)Firm Member
11/10/25, 9:30 AMMissyPiersonAdvisors Excel Wealth ManagementVP of Compliance/Deputy CCO AEFSMissyFirm Member
10/23/25, 7:41 AMClintPogemillerMWA Financial Services, Inc.President(not set)Firm Member
10/15/25, 10:53 AMJamiePriceOsaicPresident & CEO(not set)Past Board Chair
11/17/25, 10:30 AMLauraProcopioFidelity InvestmentsManager, Event Marketing(not set)Ambassador Sponsor
10/20/25, 7:00 PMMarkQuinnCetera Financial GroupDirector of Regulatory AffairsMarkSpeaker
10/14/25, 6:06 AMShannonReidRaymond JamesPresident, Independent Contractor Division(not set)Board Member
11/5/25, 9:58 AMJenniferRicciutiRegEdSVP, Sales(not set)Associate Sponsor
10/13/25, 5:39 AMKellieRichterFirst Command Financial ServicesExecutive Vice President, Chief Operating Officer(not set)Firm Member
10/2/25, 10:00 AMWesleyRiemondiATHENEVice President Business DevelopmentWesAssociate Sponsor
10/30/25, 9:28 AMFrankRinaudoKuvareVice President, Channel Director(not set)Complimentary Sponsor Staff Badge
11/18/25, 11:50 AMFrankRispoliMML Investors Services, LLCHead of Wealth Management Finance(not set)Council Member
10/7/25, 2:18 PMTammyRobbinsCambridge Investment Research, Inc.Executive Vice President, Chief Bus. Dev. Office(not set)Firm Member
10/10/25, 7:12 AMJeremyRobsonAmeritas Investment Company, LLCPresident(not set)Task Force Member
10/13/25, 10:41 AMEddieRollinsCambridgeEVP, Managing Director, BridgePortEddieFirm Member
10/30/25, 5:21 AMKreggRoozeCreative Financial Designs, Inc.Managed Accounts Director(not set)Firm Member
10/15/25, 7:40 AMRogerRuzAmeritas Investment Company, LLCVice President - Sales Supervision(not set)Firm Member
10/28/25, 11:15 AMTimRyderFirst Command Financial Services, IncSVP, Wealth Solutions.(not set)Council Member
10/9/25, 8:03 AMMichaelRynikerPark Avenue SecuritiesHead of Operations(not set)Council Member
11/12/25, 9:51 AMSharjeelSaleemFSICRM Systems Manager(not set)Staff
10/2/25, 10:12 AMAmandaSchaferATHENEAVP Account Management(not set)Additional OneVoice Attendee
10/13/25, 3:28 PMMelissaScheuermanCorebridge FinancialSVP, Head of Strategic AccountsMelissaComplimentary Sponsor Staff Badge
11/4/25, 3:50 PMMartySchexnayderFreeman Mathis & GaryPartnerMartyComplimentary Sponsor Staff Badge
11/5/25, 7:46 AMShawnScholzAE Wealth Management, LLCChief Compliance Officer(not set)Task Force Member
10/23/25, 1:18 PMMichaelSchoonmakerM Holdings SecuritiesPresident & CEO(not set)Council Member
10/13/25, 2:08 PMDeborahSeaburyCorebridge FinancialVice President, Sr. Strategic Account ManagerDebAssociate Sponsor
11/13/25, 1:15 PMAubreySeymourFMGMarketing/Events(not set)Executive Sponsor
10/23/25, 6:02 PMAndreaShaferCambridgeChief Supervision OfficerAndreaFirm Member
10/28/25, 8:35 AMVikasSharmaCrowe LLPIT Audit Principal(not set)Complimentary Sponsor Staff Badge
10/14/25, 7:16 AMDesiree'SiiAssetMarkSVP, Head of Strategic Accounts(not set)Ambassador Sponsor
10/21/25, 1:33 PMWendySimmonsProspera Financial ServicesManaging Director, Human Resources(not set)Firm Member
10/16/25, 2:32 PMFranklinSmithPrivate Advisor GroupCEOFrankBoard Member
10/21/25, 1:08 PMJamesStatlerCrowe LLPPartner(not set)Associate Sponsor
10/10/25, 10:26 AMMarkSteffeFirst Command Financial Services, Inc.President and CEO(not set)Board Member
10/30/25, 9:31 AMKateSteinerKuvareDirector, National AccountsKateComplimentary Sponsor Staff Badge
11/7/25, 11:59 AMJeffStephensonHinesManaging Director, Strategic AccountsJeffExecutive Sponsor
10/27/25, 9:40 AMJeffStewartHilltop SecuritiesManaging Director(not set)Firm Member
11/19/25, 6:04 AMNaomTaschBNY Pershing(not set)(not set)Complimentary Sponsor Staff Badge