Speakers
We have an exciting lineup of thought leaders, including members of our Executive Team. Stay tuned for further details on our keynote and guest speakers!
Conor Grennan
CEO and Founder of AI Mindset, Former Chief AI Architect at NYU Stern School of Business
Nick Saban
Legendary, Hall of Fame Football Coach, ESPY Icon Award Winner, Emmy Award Winner
Chris Todd
Chief Executive OfficerEnvestnet
Dana D’Auria
Co-Chief Investment Officer and Group President, Envestnet SolutionsEnvestnet
Jonathan Linstra
Chief Growth OfficerEnvestnet
Bhaskar Peddhapati
Chief Technology OfficerEnvestnet
Andrew Stavaridis
Chief Relationship Officer and Group Head of Wealth Solutions DistributionEnvestnet
Mike Arone
Chief Investment StrategistState Street
Ryan Bamert
Principal Director, Product ManagementEnvestnet
Vaughn Bowman
CFA, CEO, MML Investor Services & Head of Wealth ManagementMassMutual
Becca Endryck
Project Strategy Principal DirectorEnvestnet
Michael Gates
Head of Model Portfolios Solutions, Americas, Multi-Asset Strategies and SolutionsBlackRock
Mayank Goradia
Head of Portfolio Construction Services and FIWA Chief Investment OfficerFidelity
Jessica Griffin
Head, Product ManagementEnvestnet
Larry Hathaway
Global Investment Strategist with the Franklin Templeton InstituteFranklin Templeton
Dave Lieberman
Principal Director, Product ManagementEnvestnet
Matt Wilson
Head Business Strategy, MoneyGuideEnvestnet
Listed on Morningstar’s 2025 Conference Shortlist for Financial Advisors and Wealth Managers2
Morningstar.com
2 “Morningstar’s 2025 Conference Shortlist for Financial Advisors and Wealth Managers.” Morningstar.com, 2025.