Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
12/5/25, 7:50 AMScottHicksCrowe LLPIT Assurance Partner(not set)Complimentary Sponsor Staff Badge
1/19/26, 2:40 PMTimHighlandJiffy.aiPresident, RIA ChannelTim HighlandSponsor Prospect
12/9/25, 5:16 PMJeffreyHoenleAdvanced Planning Educational Group, Inc.Chief Executive Officer(not set)Guest
11/26/25, 11:47 AMJamesHohnBerthel Fisher CompaniesVP of Technology(not set)Council Member
1/9/26, 8:26 AMJeffreyHolmesAxos BankFVP, Director of Advisor Banking & Lending Services(not set)Complimentary Sponsor Staff Badge
12/30/25, 4:44 AMJulieHouckRealta WealthChief of Staff(not set)Firm Member
11/17/25, 11:07 AMMollyHousandOrion Advisor ServicesVP, National Accounts(not set)Premier Sponsor
11/25/25, 12:05 PMSarahHydeMWA Financial Services Inc.Marketing Manager(not set)Firm Member
12/18/25, 11:47 AMAniaIguitianeMoneySenior Advisory Success Coach(not set)Associate Sponsor
10/7/25, 11:31 AMFeatherImplementationFeathrFeahr(not set)Staff
1/19/26, 11:58 AMKevinJanusPark Avenue Securities / GuardianHead of Strategic Initiatives & Planning(not set)Firm Member
12/1/25, 5:23 AMCynthiaJeffriesCommonwealth Financial NetworkVP, Compliance(not set)Council Member
11/5/25, 2:09 PMDawnJensenMWA Financial ServicesCOO(not set)Firm Member
11/7/25, 6:41 AMKeeganJohnsonKestra Financial LLCCompliance DirectorKeeganFirm Member
1/26/26, 11:16 AMAliseJohnsonBressler, Amery & RossPrincipal(not set)Complimentary Sponsor Staff Badge
11/19/25, 9:26 AMDeaderickJonesThe Strategic Financial Alliance, Inc.Chief Compliance OfficerDeaderick K JonesFirm Member
12/23/25, 8:18 AMChrisJonesFidelity InvestmentsSenior Vice President, Relationship Management(not set)Complimentary Sponsor Staff Badge
1/27/26, 7:24 AMAmyJonesBraindate(not set)(not set)(not set)
12/1/25, 1:18 PMAnnyKadomatsuPrincipal Securities, Inc.Assistant Director - Compliance(not set)Firm Member
1/9/26, 8:27 AMMikeKalivasAxos BankVP, Product Management(not set)Complimentary Sponsor Staff Badge
1/7/26, 11:42 AMMichaelKandravyFoundation SourceSenior Vice President Account Executive(not set)Complimentary Sponsor Staff Badge
12/9/25, 10:45 AMJeremiKarnellEnvestnetHead of Data Solutions(not set)Complimentary Sponsor Staff Badge
11/20/25, 11:18 AMJennieKaukeGallagherSenior Vice President(not set)Associate Sponsor
12/1/25, 6:34 AMKevinKeefeIndependent Financial GroupPresident(not set)Speaker
1/28/26, 1:09 PMJennyKellerCetera Financial GroupDirector, Advisory Pricing, Investment SolutionsJenny KellerFirm Member
1/9/26, 11:25 AMBruceKellyInvestmentNewsSenior Columnist(not set)Press
10/30/25, 1:04 PMKatieKenneyZocksMarketing Programs Manager(not set)Associate Sponsor
1/26/26, 11:09 AMChristopherKeoghBressler, Amery & RossAssociateChrisComplimentary Sponsor Staff Badge
12/8/25, 2:27 PMMichaelKimAssetMarkPresident & CEO(not set)Complimentary Sponsor Staff Badge
1/5/26, 12:28 PMKimKingsburyOrion Advisor ServicesSenior Account Manager(not set)Complimentary Sponsor Staff Badge
12/18/25, 11:02 AMJessicaKingsleyDisability SpecialistsHead of Sales & UnderwritingJessicaComplimentary Sponsor Staff Badge
12/16/25, 8:49 AMJimKirklandAmerican Tradeshow ServicesOnsite Tech(not set)Firm Member
12/19/25, 7:09 AMCliffordKirschEversheds SutherlandPartnerClifford KirschAssociate Sponsor
1/28/26, 11:33 AMMattKitziArmstrong TeasdalePartner, Securities Regulation and LitgationMatt KitziComplimentary Sponsor Staff Badge
11/11/25, 10:08 AMKellyKleinschmidtSEI InvestmentsNational Accounts Manager(not set)Complimentary Sponsor Staff Badge
1/15/26, 12:45 PMDavidKnochDocupaceCEO(not set)Complimentary Sponsor Staff Badge
12/19/25, 11:07 AMFredKnopfB. Riley FinancialDeputy General Counsel(not set)Firm Member
12/23/25, 8:18 AMGreggKobelskiFidelity InvestmentsHead of Clearing Sales(not set)Complimentary Sponsor Staff Badge
12/9/25, 9:28 AMJimKollarsEnvestnetDirector, Key Accounts(not set)Complimentary Sponsor Staff Badge
2/2/26, 10:19 AMJesseKouffmanStoryline(not set)(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
1/12/26, 10:55 AMGeorgetteKraagJacksonSr. Key Account Manager, RVP Strategic RelationshipsGeorgette KraagComplimentary Sponsor Staff Badge
10/16/25, 9:20 AMChristinaKramerTransamerica Financial AdvisorsChief Compliance Officer(not set)Firm Member
12/1/25, 1:16 PMSarahKreismanIndependent Financial Group, LLCSVP & General Counsel(not set)Speaker
11/11/25, 10:07 AMMelissaKretschmerSEI InvestmentsNational Accounts Manager(not set)Complimentary Sponsor Staff Badge
10/13/25, 10:41 AMRickKuhlmanCambridgeSenior VP & Chief Legal OfficerRickFirm Member
12/16/25, 7:19 AMJoeKuoHaven Tower Group / Ascentix PartnersCEO and Founder(not set)Executive Sponsor
10/27/25, 1:59 PMMatthewLandersFinancial Services InstituteAssociate Vice President, Political EngagementMattStaff
1/13/26, 2:29 PMJasonLaraFMGSr. Dir. Enterprise Business(not set)Complimentary Sponsor Staff Badge