Bio

Angela Xavier is the Executive Vice President of Independent Advisor Services Business Consulting at LPL Financial, where she's responsible for
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Ms. Saunders is Head of Public Policy and Advocacy for Putnam Investments. She interfaces directly with national and local policymakers
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Michael Keenan is president of MFS Fund Distributors, Inc., the registered broker/dealer subsidiary for MFS Investment Management® (MFS®). He also
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An accomplished journalist and business leader, Ray oversees all of JConnelly's service teams, providing strategic guidance and support to the
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Mark is responsible for strategic firm relationships both domestically and abroad with a focus on identifying investment opportunities for partnership
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Brian is the Founder, President and CEO of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s
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Maureen Duff is a Managing Director at BNY Mellon, where she is the Global Head of Marketing for its Issuer
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Adam Antoniades is Chief Executive Officer of Cetera Financial Group and a member of its Board of Directors. As CEO,
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Christine Shaw is the chief executive officer of InvestmentNews where she is responsible for the company’s strategy, daily operations, products
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Wendy joined MassMutual in October of 2009 as the Assistant Vice President of Infrastructure and Architecture for MassMutual’s Broker Dealer.
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2019 Community Service Award Finalist American Foundation for Suicide Prevention Mitlin Financial, Inc. TD Ameritrade Institutional In 2004, Lawrence Sprung
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2019 Volunteer of the Year Award Finalist Life Remodeled NastGroup Financial Continuum Advisory, LLC & Triad Advisors Twenty-five minutes from
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2019 Global Impact Award Finalist Love One International Mayernick & Associates Northwestern Mutual Ten years ago, Mike Mayernick and his
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2019 Volunteer of the Year Award Finalist Bivona Child Advocacy Center Sage Rutty and Company, Inc. First Clearing As a
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2019 Catalyst Award Finalist Million Meal Movement UBS Financial Services Inc. In 2006, Dan and Nancy Hintz saw a nonprofit
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Rich Steinmeier is managing director and divisional president, Business Development, responsible for the firm’s overall growth strategies. In this role,
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Eric Clarke is the CEO and founder of Orion Advisor Services, the nation’s largest privately-owned portfolio-accounting firm. Orion exists to
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With over 25 years of financial services leadership experience, Adam Malamed serves as Executive Vice President and Chief Operating Officer
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Michael is responsible for AssetMark’s Client Development Group. He oversees the sales and marketing teams, sales strategy and operations, and
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Ms. Thompson is a managing director and Head of US Retail Distribution with Allianz Global Investors, which she joined in
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Megan McAuley is the Executive Director and President of the Invest in Others Charitable Foundation, a 501(c)(3) public charity dedicated
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Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number®and empowers anyone to become a
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Paul Santucci is a Managing Director and Head of Field Development & Productivity for Wealth Management USA. In his current
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Ken Fasone served as an Invest in Others Board Member from June 2018 through June 2019. As an Executive Vice
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