Mr. Reinsdorf is the President of FroogaliT, LLC, a global mobile payments company and security house. After a long legal and investment banking career, Jon currently works with his family…

Chris is Director of Strategic Partnerships at The Mather Group (TMG). Prior to that, he acted as a Managing Director for Sheridan Road Financial. He graduated from Indiana University, and…

Katherine is a Vice President of Employee Benefits for HUB International, the 4th largest insurance broker in the world, where she has worked for the last decade. She received her…

Clark is the Executive Vice President and Chief Strategy Officer Key Bank. He is an adjunct Professor at Case Western Reserve University.  Clark is graduated from Dartmouth College and received…

Stan Janowiak is a Managing Director – Investments at Wells Fargo Advisors (Westlake Village, CA}. Stan focuses on private wealth management and assisting sell-side engagements for privately held business owners.…

Vishal Jain joined Unum in 2024 as Vice President of Corporate Strategy, where he leads the development of the company’s enterprise and business unit level strategy. Vishal began his career…

Vinny is Senior Vice President of Regional Sales at Eagle Point Credit Management. Prior to that, he was with Transamerica as a Regional Vice President on the DCIO side, and…

Rebecca is the founder and CMO of 401(k) Marketing, a San Diego based firm that helps retirement plan advisors market their expertise and build long-lasting brand awareness. With over 15…

Tanya Henderson is the Founder and CEO of Puresonal Shopper, a luxury handbag consignment business that combines her passion for curated luxury with two decades of strategic leadership experience. Her…