Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
10/29/25, 9:34 AMJonathanFonashTransamerica Financial AdvisorsSr Director Wealth Management(not set)Council Member
10/14/25, 7:13 AMErinnFordOsaicEVP, Advisor Engagement(not set)Task Force Member
1/6/26, 12:00 PMMichaelForsterHilltop SecuritiesVice President(not set)Firm Member
11/10/25, 12:12 PMKathleenFoxSEI InvestmentsNational Accounts ManagerKathleenComplimentary Sponsor Staff Badge
11/28/25, 7:34 AMRobertFrancisFINRASenior Director(not set)Guest
11/12/25, 2:51 PMLaurieFreedmanAdvisor360°Head of Corporate Marketing(not set)Premier Sponsor
10/13/25, 2:09 PMRyanFreelsFSIDirector Strategic Partnerships(not set)Staff
12/9/25, 10:40 AMBrooksFriederichEnvestnetPrincipal Director, Investment Solutions Strategy(not set)Complimentary Sponsor Staff Badge
10/8/25, 11:31 AMCallayFurlanBroadridgeMarketing Events Specialist(not set)Premier Sponsor
12/23/25, 8:18 AMMelissaGallaFidelity InvestmentsVice President, Relationship Management(not set)Complimentary Sponsor Staff Badge
1/7/26, 2:09 PMJosephGalloGuardian, Park Avenue SecuritiesCCO, Head of ComplianceJosephFirm Member
10/22/25, 7:48 AMSirrodGarrettFirst CommandVP, Head of Supervision & Surveillance(not set)Firm Member
1/14/26, 10:45 AMEdGarzaCapital GroupVice President, Senior Strategic Relationship ManagerEd GarzaComplimentary Sponsor Staff Badge
10/13/25, 12:22 PMRobGaudioSanctuary WealthManaging Director, Head of Operations & Administration(not set)Council Member
1/19/26, 8:59 AMAllisonGennetteAxos(not set)(not set)Complimentary Sponsor Staff Badge
1/26/26, 10:38 AMRyanGeorgeDocupaceCMORyan GeorgeComplimentary Sponsor Staff Badge
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
12/16/25, 12:05 PMLindsayGlossonBroadridgeSocial Media(not set)Complimentary Sponsor Staff Badge
10/3/25, 8:54 AMDavidGoesAdvyzonPresident of Enterprise SolutionsDaveAssociate 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
12/1/25, 8:36 AMSundayGraceFirst Command Financial ServicesEVP, Chief Financial OfficerSundayCouncil Member
12/23/25, 8:18 AMLarryGratchFidelity InvestmentsVice President, Sales(not set)Complimentary Sponsor Staff Badge
10/15/25, 9:20 AMSheenaGrayQuad ACEO(not set)Guest
2/2/26, 10:39 AMAmberGreshamOrion Advisor Services(not set)(not set)Complimentary Sponsor Staff Badge
11/24/25, 12:10 PMCaseyGriffinFirst Command Financial Services, Inc.Chief Compliance Officer(not set)Council Member
1/5/26, 12:34 PMEmilyGrossOrion Advisor ServicesSVP, Open Architecture Solutions(not set)Complimentary Sponsor Staff Badge
12/23/25, 8:18 AMBetseyGroverFidelity InvestmentsHead of Wealthscape Platform & Product Technology(not set)Complimentary Sponsor Staff Badge
12/17/25, 8:17 AMStephenGuerraBroadridgeSenior Director(not set)Complimentary Sponsor Staff Badge
1/2/26, 3:18 PMRobertGuldnerSteward PartnersChief Compliance OfficerRobCouncil Member
10/11/25, 1:38 PMAlanHaalandAmeritasHead of Wealth Management & Investment Services(not set)Firm Member
12/23/25, 8:18 AMJonathanHabbershonFidelity InvestmentsVice President, Senior Business Consultant(not set)Complimentary Sponsor Staff Badge
10/7/25, 10:04 AMMandyHalburFinancial Services InstituteExecutive Leadership Team AdministratorMandyStaff
1/6/26, 12:27 PMCynthiaHamelOsaicEVPCindyFirm Member
10/14/25, 12:23 PMJenniferHamiltonSammons Institutional GroupBusiness Development Manager(not set)Complimentary Sponsor Staff Badge
1/19/26, 2:32 PMVictoriaHamiltonInvestmentNewsSenior Business ManagerVicki HamiltonMedia Sponsor
1/15/26, 1:29 PMDoriHammondOsaic Institutions IncChief Compliance OfficerDoriCouncil Member
12/23/25, 8:18 AMLukeHannonFidelity InvestmentsVice President, Relationship Management(not set)Complimentary Sponsor Staff Badge
12/8/25, 10:57 AMBenHarrisonBNY PershingManaging Director, Head of Client Business Services(not set)Complimentary Sponsor Staff Badge
10/30/25, 11:48 AMAndrewHartnettFSIVice President of Regulatory Affairs & Deputy General Counsel(not set)Staff
1/9/26, 5:50 PMAbbasHasanPraxis SolutionsHead of Wealthawk(not set)Complimentary Sponsor Staff Badge
12/1/25, 1:02 PMKarolinaHawleyJ.W. Cole FinancialSr Compliance Analyst(not set)Council Member
12/11/25, 4:08 PMColbyHazelipZocksAccount Manager(not set)Complimentary Sponsor Staff Badge
1/6/26, 1:06 PMCarieHecklerIntegrity WealthChief Compliance Officer(not set)Guest
11/20/25, 2:52 PMScottHeisingIndependent Financial Group, LLCCEO(not set)Firm Member
12/11/25, 12:36 PMJohnHelmenAllianz LifeHead of National Accounts(not set)Associate Sponsor
12/16/25, 10:51 AMDanielHerrickInsured Retirement InstituteVice President - Membership & Business Development(not set)Guest
12/2/25, 7:29 AMEmilyHerrmannFarmers Financial SolutionsDirector of Agent and Sales Operations(not set)Firm Member
12/23/25, 8:18 AMJackieHickeyFidelity InvestmentsSenior Vice President, Relationship Management(not set)Complimentary Sponsor Staff Badge