Speakers

Keynote Speakers

Reid Muoio

Deputy Chief, Complex Financial Instruments Unit, Division of Enforcement, U.S. SECURITIES AND EXCHANGE...

David Macchia

Founder and Chief Executive Officer, WEALTH2K


Speakers

Tom Balcom

Founder and Investment Advisor, 1650 Wealth Management

Joseph Borg

Director, Alabama Securities Commission

Raul Celada

Senior Vice President, Wealth Management, UBS

Ed Condon

‎National Director Client Solutions, MERION CAPITAL

Joe L. Fernandez

Wealth Management Specialist, FENDZ ASSET MANAGEMENT

Mark Fernandez

Senior Regional Counsel, FINRA

Eric Greschner

Managing Partner, Regatta Research and Money Management

Ken Gustin

President, Independent Research and Risk Advisory

Claudio Izquierdo

‎Chief Marketing Officer and Director Business Development, PHYNANCE CAPITAL

Dayna Kleinman

Senior Vice President, Senior Product Manager - Alternative Investments, Robert W. Baird & Co.

Dan Michael

Assistant Regional Director, Complex Financial Instruments Unit, Division of Enforcement, SEC

Tim Mortimer

Owner, Future Value Consultants

Deryk Rhodes

Managing Director, Head of MLP Trading and Origination, INCAPITAL

Richard Vagnoni

Senior Economist, FINRA


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