Hear from the Industry's Most Compelling Voices at T3 2024

Command the Room at the T3 2025 Conference

People attending T3 Conference in Exhibit Hall

 

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

Keynote Speakers 2024

robb baldwin tradepmr headshot

Robb Baldwin

President and CEO
TradePMR

Michael Batnick

Managing Partner
Ritholtz Wealth Management

Josh Brown

Chief Executive Officer
Ritholtz Wealth Management

Joel Bruckenstein

President
Technology Tools for Today
Rich Cancro AdvisorEngine

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 Morningstar

Kunal Kapoor

Chief Executive Officer
Morningstar
Gerard Michael Smartleaf

Gerard Michael

President and Co-Founder
Smartleaf

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.

Oleg Tishkevich

Chief Executive Officer
Invent

Bob Veres

Publisher
Inside Information

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

Andrew Altfest

Founder & CEO
FP Alpha

Lee Andreatta

CEO, Co-Founder
Advyzon

Josh Belfiore

Group Product Manager, Advisor Experience
eMoney

Dillon Benz

Senior Manager, Technology Consulting
RBC Clearing & Custody

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

Anuj Gupta

Principal Director, Sales Engineering
Envestnet

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

Rob Nance

Co-Founder, CEO
OneAdvisory

Rose Palazzo

Group President, Financial Planning
Envestnet

Brian Pasalich

Chief Executive Officer
Syntoniq

Jon Patullo

Chief Product Officer
Apex Fintech Solutions

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

Patrick Shaddow

Chief Executive Officer
Syntax

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

Martin Tarlie

Product Lead
GMO

Wilbur Swan

Chief Executive Officer
Catchlight

Tara Wells

Director, Product Management and Platform Adoption
RBC Clearing & Custody

Timothy Welsh

President
Nexus Strategy, LLC

Molly Wiese

Group President, Wealth Platforms
Envestnet

Shane Williams

Chief Technology Officer
CAIS

Matthew Wilson

Enterprise Manager in Business Development
MoneyGuide Pro

Calvin Zimmerman

Director of Product Management
Thrivent

Chris Zuczek

Chief Product Officer
CAIS
Charles Reiling
Charles Reiling

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

Cybersecurity

Cryptocurrency and Digital Assets

Cryptocurrency and Digital Assets

Social Media and Digital Marketing

Social Media and Digital Marketing

Optimizing Your Tech Stack

Optimizing Your
Tech Stack

Bridging the Gender Gap

Bridging the Gender Gap

Enhancing the Advisor-Client Experience

Enhancing the Advisor-Client Experience

... and more

… and more

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