
Take the Stage Alongside the Industry’s Most Compelling Voices
Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.

Kunal Kapoor, CFA
Chief Executive Officer
Morningstar

Robb Baldwin
President and CEO
TradePMR

Gerard Michael
President, Co-Founder
Smartleaf

Rich Cancro
Chief Executive Officer
AdvisorEngine

Eric Clarke
Chief Executive Officer
Orion Advisor Services

Bill Crager
Chief Executive Officer
Envestnet

Josh Brown
Chief Executive Officer
Ritholtz Wealth Management

Ed Slott
CPA, President & Founder
Ed Slott and Company, LLC



We are committed to understanding and evaluating the most advanced technology in our space, and T3 is our go-to conference. I am looking forward to participating in a panel at T3 2023 and as always, learning about new offerings.
- Charles Reiling, President & CEO, CoastalOne

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