We heard from the Industry's Most Compelling Voices at T3 2025
Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.
Conference Emcees 2024
Joel Bruckenstein
President
Technology Tools for Today
Craig Iskowitz
Founder
Ezra Group
Ian McKenna
CEO & Founder
Financial Technology Research Centre
Abby Salameh
Chief Marketing Officer, Head of Strategic Relations, and Managing Director
CAIS
Spenser Segal
Chief Executive Officer, Head of Strategic Relations, and Managing Director
ActiFi, Inc.
Shannon Spotswood
President
RFG Advisory
2025 Featured Speakers
More Exciting speaker announcements coming soon!
James Dean
Global Generative AI GTM Specialist
Google
Amy Young
Director, Capital Markets Industry Advisory
Microsoft
Steve Quirk
Chief Brokerage Officer
Robinhood
Robb Baldwin
Founder & CEO
TradePMR
Kay Lynn Mayhue
President
Merit Financial Advisors
Rob Nance
Co-Founder, CEO
Dispatch
Larry Roth
Managing Partner
RLR Strategic Partners
Bob Veres
Publisher
Inside Information
Raj Madan
Chief Information Officer
AdvisorEngine
Suzanne Siracuse
Chief Executive Officer
Suzanne Siracuse Consulting
Kevin Knull
CEO
TaxStatus
Jim Wray
Global Black Belt
Microsoft
Oleg Tishkevich
Chief Executive Officer
Invent
Dan Moisand
Principal & Financial Advisor
Moisand, Fitzgerald, Tamayo
Patrick Shaddow
Chief Executive Officer
Syntax Data
Leo Rydzewski
General Counsel
CFP Board of Standards
Rich Cancro
Chief Executive Officer
AdvisorEngine
John Mackowiak
Chief Revenue Officer
Advyzon
Jeff Coyle
Founder
Libretto
Jon Patullo
Chief Product Officer
TradePMR
Michael Batnick
Managing Partner
Ritholtz Wealth Management
Katie Kras
Field Marketing Manager
Morningstar
Craig Cintron
Head of Consulting & Relationship Management, RIA Custody, Global Banking & Markets
Goldman Sachs
Dave Goes
President of Enterprise Sales
Advyzon
Bob Curtis
CEO
GetWyz
Karl Roessner
Chief Executive Officer
Vestmark
Gerard Michael
President and Co-Founder
Smartleaf
Ned Dane
Chief Growth Officer
AdvisorEngine
Don McHenry
Director of Product Management
Morningstar
Scott Smith
Chief Revenue Officer
Advyzon Investment Management (AIM)
Matt Bankston
Managing Director, Client Solutions
Choreo Advisors
Corey Fiedler
Chief Product Officer
Vestmark
Tara Wells
Director, Product Management and Platform Adoption
RBC Clearing & Custody
Matthew Wilson
Head of MoneyGuide Business Strategy
MoneyGuide Pro
Tony Leal
CEO
ABL Tech Consulting
Anuj Gupta
Principal Director, Sales Engineering
Envestnet
Thomas Aviles
Vice President, Business Development - Advisor Client Experience
Morningstar
Ian Cooper
Personal Car Shopper
YCH Auto Advisors
Freedom Dumlao
Chief Technology Officer
Vestmark
Brian McLaughlin
Board Member
Orion
Eric Dziewiontkoski
Head of Product, Direct Advisory Suite
Morningstar
Andrew Altfest
Founder & CEO
FP Alpha
Reed Colley
President of Technology
Orion
Kartik Srinivasan
President
Advyzon Institutional
Ryan Garrison
Senior Manager, 3rd Party Programs, Digital Advisor Solutions
Charles Schwab
Adam Scully-Power
Practice Solutions Director
Nebo Wealth
John O’Connell
Founder & CEO
The Oasis Group
Sharon Rodriguez
Chief Executive Officer
High Peak
Nitin Seth
Co-founder & CEO
Incedo Inc.
Drew Tollefson
Sr. Business Technology Consultant
RBC Clearing & Custody
Leo Schrantz
Chief AI & Innovation Officer
Vestmark
Sam Markey
Division Executive
BetaNXT
Michael Stern
SVP Strategic Product Development
Orion Advisor Tech
Connor Sung
Director, Financial Planning
eMoney
Blake Wood
Head of Platform Strategy
Envestnet
Martin Tarlie
Product Lead
Nebo Wealth
Chris Zuczek
Chief Product Officer
CAIS
Dillon Benz
Senior Manager, Technology Consulting
RBC Clearing & Custody
Edward Gottfried
VP, Product
Betterment Advisor Solutions
Rob Klapprodt
Corporate Strategy Officer
Vestmark
Divam Jain
CTO & Co-Founder
Zeplyn
Chris Nobles
Division Executive,
BetaNXT
Steven Boyer
Chief Technology Officer
Envestnet
Devon Klumb
Head of Sales
Betterment Advisor Solutions
David Solganik
Head of Artificial Intelligence and Data Strategic Initiatives
RBC Wealth Management
Peter Stanton
President
GetWyz
Swapnagandha Gite
Director, Diagnostics & Data Advisory
Incedo Inc.
Era Jain
CEO & Co-Founder
Zeplyn
Jonathan Reeve
Chief Product, Chief Data Officer
BetaNXT
Jacqueline Koerner
Product Advocate
CAIS
Rafi Lurie
Chief Product Officer
Dispatch
Joel Bruckenstein
President
Technology Tools for Today
Robb Baldwin
President and CEO
TradePMR
Josh Brown
Chief Executive Officer
Ritholtz Wealth Management
Rich Cancro
Chief Executive Officer
AdvisorEngine
Randy Cass
CEO & Founder
Nest Wealth
Eric Clarke
Orion Founder and Board Member
Orion Advisor Solutions
Reed Colley
CEO & Co-Founder
Summit Wealth Systems
Bill Crager
Chief Executive Officer
Envestnet
Brian Edelman
CEO & Cybersecurity Expert
FCI Cyber
Kunal Kapoor
Chief Executive Officer
Morningstar
John O'Connell
CEO & Founder
The Oasis Group
Ed Slott
CPA, President & Founder
Ed Slott and Company, LLC
Robert Sofia
Chief Executive Officer
Snappy Kraken
Christopher Stewart
Director of Client Relations
Softpak Financial Systems, Inc.
Natalie Wolfsen
Chief Executive Officer
Orion Advisor Solutions
Super Session Speakers 2024
Alison Dooher
Managing Director, Digital Advisor Solutions
Schwab Advisor Services
Olivia Eisinger
General Manager
Apex Fintech Solutions
Heather Fortner
Chief Executive Officer
SignatureFD
Brian Hamburger
Founder, President & CEO
MarketCounsel Consulting
Wendy Hartman
President
Buckingham Group
Kay Lynn Mayhue
President
Merit Financial Advisors
Suzanne Siracuse
Founder, CEO
Suzanne Siracuse Consulting
Shannon Spotswood
President
RFG Advisory
Burt White
Chief Strategy Officer
Carson Group
Breakout Session Speakers 2024
Lee Andreatta
CEO, Co-Founder
Advyzon
Josh Belfiore
Group Product Manager, Advisor Experience
eMoney
Sean Bracey
Financial Advisor
Montage Wealth Advisors
Farayi Chimbangu
Senior Director, Head of Business Development
BNY Mellon | Pershing X
Trevor Chuna
Chief Technology Officer
Sequoia Financial Group
Bill Coppel
Chief Client Growth Officer
TradePMR
Jeffery Coyle
Founder & CEO
LIbretto
Ned Dane
Chief Growth Officer
AdvisorEngine
Suleman Din
Advisor Intelligence Lead
AdvisorEngine
Erin Donham
Senior Technology Consultant
Charles Schwab
Maeve Doonan
SVP, Business Development, Advisor Client Experience
Morningstar
Erkko Etula
Chief Executive Officer
Brooklyn Investment Group
Katy Gibson
GM & Head of ByAllAccounts Product
Morningstar
Christopher Grant
Group Product Manager, Client Experience
eMoney
Vincent Guyaux
Chairman of the Board
Buckler
Beth Haddock
Chief Legal Officer and Compliance Strategist
AdvisorEngine
Vall Herard
Founder and CEO
Saifr
Rosemary Hueser
SVP, Manager Advisor Trust Services
BOK Financial Advisor Trust Services
Mark Hurley
Chief Executive Officer
Digital Privacy & Protection, LLC
Paige Johnson
Director of Strategic Partnerships and Alliances
Practifi
Scott Juds
Chairman, CEO
SumGrowth
Chris Kachman
Director of Engineering
Thrivent
Brian King
Founder, CEO
LODAS Markets
Judy Lee
Vice President, Technology Consulting
Fidelity Investments
Ken Leibow
Chief Executive Officer
InsureTech Express
Raj Madan
Chief Information Officer
AdvisorEngine
Andrew Marsh
Vice Chairman
Dynasty FP
Bill McFadden
President & CEO
GreenHill
Kayla McFarland
Marketing Event Manager
Envestnet
Sean McGillivray
Chief Executive Officer
Kingsview Partners
Shreya Matt
Head of Product Management, Enterprise Advisor Software
Morningstar
Dan Miller
Director, Product Management
Envestnet
Rose Palazzo
Group President, Financial Planning
Envestnet
Brian Pasalich
Chief Executive Officer
Syntoniq
Tina Powell
Chief of Community
Intention.ly
Craig Ramsey
Chief Operating Officer
AdvisorEngine
Adam Roosevelt
Director, Wealth Solutions
BNY Mellon | Pershing
Katrina Santa Maria
Chief Executive Officer
M.S. Howells & Co.
Mark Seither
Wealth Manager
Kingsview Partners
Ainslie Simmonds
President
BNY | Pershing X
Courtney Sukitch
Operations Team Lead
Waldron Private Wealth
Anna Smith
Director, Marketing Operations
CapIntel
Joseph Smith
Chief Investment Officer
Parti Pris Investment Partners
George Svagera
SVP, Business Development
Orion Advisor Solutions, Inc.
Victoria Ta
Event Marketing Specialist
CapIntel
Wilbur Swan
Chief Executive Officer
Catchlight
Timothy Welsh
President
Nexus Strategy, LLC
Molly Wiese
Group President, Wealth Platforms
Envestnet
Shane Williams
Chief Technology Officer
CAIS
Calvin Zimmerman
Director of Product Management
Thrivent
Looking Back at 2023’s Agenda and Ahead to Future Conversations
T3 tackles the topics advisors care about the most – and we’d love to hear your perspective.
Cybersecurity
Cryptocurrency and Digital Assets
Social Media and Digital Marketing
Optimizing Your
Tech Stack
Bridging the Gender Gap
Enhancing the Advisor-Client Experience
… and more
