Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
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)Companion/Spouse
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
12/23/25, 8:18 AMJudyLeeFidelity InvestmentsTeam Lead, Platform & Operations Consulting(not set)Complimentary Sponsor Staff Badge
10/2/25, 10:08 AMChrisLeskyATHENEVice President(not set)Complimentary Sponsor Staff Badge
1/13/26, 10:55 AMStevenLewczykFlyer Financial TechnologiesManaging Director, Sales & Business DevelopmentSteve LewczykComplimentary Sponsor Staff Badge
10/22/25, 10:18 AMFriedaLewisBroadridgeGlobal Head of Client EngagementFrieda LewisComplimentary Sponsor Staff Badge
1/9/26, 8:28 AMKyleLoeschAdvisor360°Account Executive(not set)Complimentary Sponsor Staff Badge
10/14/25, 12:18 PMBillLoweSammons Institutional GroupPresident(not set)Complimentary Sponsor Staff Badge
1/8/26, 12:19 PMStevenLudwigM Financial GroupChief Compliance OfficerStevenFirm Member
1/7/26, 11:16 AMKimberlyLuxPrimericaSVP Field SupervisionKim LuxFirm Member
1/20/26, 7:56 AMMikeMackeySMArtXSVP, Enterprise Sales(not set)Sponsor Prospect
1/14/26, 11:03 AMPattiMahanCharles River DevelopmentContent manager(not set)Associate Sponsor
11/21/25, 12:50 PMJenniferMajeticMWA Financial Services, IncMarketing SupervisorJ.J.Firm Member
11/21/25, 7:21 AMAdamMalamedSanctuary WealthCEO(not set)Board Member
12/23/25, 8:18 AMCamilleManixFidelity InvestmentsSenior Vice President, Client Experience Operations(not set)Complimentary Sponsor Staff Badge
1/8/26, 10:23 AMHeatherMannWillisManaging Director, Risk & Broking(not set)Associate Sponsor
12/16/25, 7:19 AMMitchManningHaven TowerPartner & Head of National Media(not set)Complimentary Sponsor Staff Badge
10/27/25, 7:46 AMKyleMarrsFinancial Services Institute (FSI)Political Engagement Manager(not set)Staff
12/11/25, 7:15 AMBrookeMarrujoCapital GroupDirector - Strategic Relationship Group(not set)Complimentary Sponsor Staff Badge
1/6/26, 10:36 AMColinMastersFidelity InvestmentsDirector, Public Policy(not set)Complimentary Sponsor Staff Badge
10/10/25, 8:15 AMMichaelMatkovicSEI InvestmentsManaging Director, National AccountsMikePremier Sponsor
11/25/25, 10:36 AMMaureenMattsonLincoln InvestmentEVP, General Counsel & CCO(not set)Firm Member
10/2/25, 6:03 AMBrettMcAllisterFinancial Services InstituteSVP Finance & Operations(not set)Staff
12/12/25, 12:30 PMTomMcCartneyMy Advisor & Planner / RJFSFounding PrincipalTomBoard Member
12/12/25, 12:38 PMMaryMcCartneyMy Advisor & Planner / RJFSBranch AssociateGinaCompanion/Spouse
12/11/25, 7:35 AMNoraMcCormackCapital GroupPrivate Client Services(not set)Complimentary Sponsor Staff Badge
12/8/25, 8:35 AMJayMcCreadyCapitalROCKBusiness Development(not set)Complimentary Sponsor Staff Badge
10/28/25, 11:47 AMFrankMcDonnellSteward PartnersChief Product Officer(not set)Council Chair
12/23/25, 8:18 AMLauraMcElroyFidelity InvestmentsVice President, Senior Business Consultant(not set)Complimentary Sponsor Staff Badge
11/25/25, 8:31 AMIanMcKennyEquity Services, Inc.Chief Counsel(not set)Firm Member
1/12/26, 6:53 AMYamilkaMckenzieSan Blas Securities, LLCOperations analystYamilka MckenzieCompanion/Spouse
1/12/26, 6:43 AMAlexMcKenzieSan Blas Securities, LLCChief Executive OfficerAlex MckenzieFirm Member
10/9/25, 2:33 PMMartyMcNeesMadison Avenue SecuritiesPresident(not set)Firm Member
1/7/26, 11:21 AMAnshumanMehtaDomify AIChief Product OfficerAnshuman MehtaAdditional OneVoice Attendee
12/9/25, 9:29 AMSeanMeighanEnvestnetHead of RIA Distribution(not set)Complimentary Sponsor Staff Badge
1/20/26, 2:10 PMJasonMendelsohnAshar GroupPresidentJason MendelsohnAssociate Sponsor
1/14/26, 12:45 PMMeridethMenken(not set)(not set)(not set)Staff
12/11/25, 7:12 AMDavinaMerrellCapital GroupStrategic Relationship Manager(not set)Complimentary Sponsor Staff Badge
12/11/25, 7:26 AMConradMetzgerCapital GroupSenior Strategic Relationship Manager(not set)Complimentary Sponsor Staff Badge
11/14/25, 2:17 PMKevinMillerSanctuary WealthChief Legal Officer(not set)Task Force Member
1/9/26, 9:47 AMDaveMillerInvescoSenior Strategic Accounts Manager(not set)Complimentary Sponsor Staff Badge
1/6/26, 1:52 PMChrisMillsFeatheryHead of Wealth SolutionsChrisComplimentary Sponsor Staff Badge
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
1/13/26, 6:50 AMJeffMonsonJumpDirector, Enterprise SalesJeffComplimentary Sponsor Staff Badge
11/19/25, 9:25 AMRobertMoralesMomentum Independent NetworkHead of Wealth Management Product Solutions(not set)Council Member
12/16/25, 12:05 PMKevinMoranBroadridgeHead of North American Sales(not set)Complimentary Sponsor Staff Badge