Jack Sharry is EVP and CMO at LifeYield, bringing a decades-long background of sales and marketing leadership and innovation to a firm that offers a unique view of modern investing. LifeYield offers the first tax-smart investing solution across all household holdings using their prorietary software suites. Jack's role is to articulate a simple, complelling story of this next-generation shift toward managing all assets in a coordinated risk-smart, tax-smart way to improve investor and advisor results. 

Jack has used his industry knowledge, prominence and connections to advance LIfeYield to oversee $1 trillion in assets under administration, and this emerging firm is now engaged with every industry leader. LifeYield has inked many advisor and entrerprise deals, and Jack has steered the firm toward growth by reimagining the story and the way it's told—resting on simple prinicples of paying less taxes, but showing visually how that impacts investor portfolios and advsiors' revenue growth. 

Angel Gonzalez is the Chief Marketing Officer at Snappy Kraken. As such, he is responsible for all company marketing initiatves, brand advocacy, campaign development, lead genration and more. 

The marketing prowess of the Snappy Kraken orgaznation is evident from how quickly this startup has risen from obscurity in 2016 to a recognized and respected leader in the advisor marketing arena in 2019. The bold and unique image of Snappy Kraken is largely attributable to Gonzalez, and his marketing chops are evident in everything Snappy Kraken does. 

Snappy Kraken's bold and instantly recognizeable branding clearly sets it apart from other marketing companies in the space, and Gonzalez continues to push the limits of what a financial marketing company can achieve. 

Lonnie Macdonald became Vestmark's CMO in 2017 to remodel business development efforts from a start-up approach into a mature, integrated SaaS and wealth management firm with strategic sales and marketing reach, transforming the company's image and building a recognizable and sustained brand in the markets we serve. Having also assumed the leadership of the sales team, he took on the challenge of realigning the Sales and Marketing teams from generalist to segment-specific focus and execution. 

Lon has led a change in direction for Vestmark from an engineering-centered to a client-focused organization, instilling customer-centric, segment-based approach, resulting in a consultative, account-based Sales and Marketing organization and infusing business strategy. Demonstrated best by the acquisition of Adhesion, formerly a Vestmark client, as a new wholly owned subsidiary, which enabled the firm to establish a foothold in the growing RIA marketplace, bring capabilities to enterprise market segments and align slaes/marketing efforts across markets. 

As Chief Marketing Officer, Kelly Waltrich is responsible for leading marketing and customer acquisition strategy across the entire Orion ecosystem, comprised of portfolio management technology solutions and integrations which empower more than $700 billion in AUA, and two- million accounts. Kelly, with her team, sets the strategic vision and execution for Orion’s social media marketing, assumes P&L responsibilities, sets KPIs and generates new initiatives to build brand equity and achieve scalable growth.

During the 2018 Orion Ascent Conference, Kelly spearheaded an entirely new approach and strategic direction for Orion’s social media messaging, execution and promotion. This included building a social media team from the ground up to produce livestreaming video content, event video content, articles, blogs, pictures and mobile push notifications through the Orion Ascent mobile app.

This innovative change caused a measurable difference in how people engaged with each other. The increase of content in various mediums raised the bar and made the conference experience more accessible across mobile platforms. Overall, learning was significantly enhanced as was the strength and bond of the Orion Ascent Conference online community.

Chris Fesler is Apex Clearing’s Chief Technology Officer. In this role, Mr. Fesler oversees the full scope of Apex’s technology strategy and architecture and has an active hand in designing, planning and developing all of Apex’s tools and technology. He also plays a key role in the design, development and implementation of Apex’s advanced API suite, which is regularly updated to reflect marketplace demands and client needs.

Chris is driven to fix the high-friction, archaic systems, processes and practices that make investing frustrating and expensive for investors. As a technology leader, he has created many solutions for Apex, including its near-instantaneous, paperless account opening and, more recently, fractional shares investing, crypto solutions and other product and pricing innovations. This transformative approach to technology is making investing faster, cheaper and more efficient for the next generation of investors.

Tony has been with PIEtech, the creator of MoneyGuide, since its inception in 1997. His role for the last 22 years has been as the Chief Technology Officer. As the company’s CTO, he has had technical and management responsibility for the development of the MoneyGuide systems, enterprise customer satisfaction, and is the system architect for all integrations and customized versions of the MoneyGuide products.

Not only does Tony lead the development team and oversee the technical direction of the software as CTO, he actively works with the code and contributes to the products daily. This keeps him familiar with both the deep internal workings and larger strategic concerns of the products. With his programming expertise and strategic vision, Tony has kept MoneyGuide ahead of the curve, just this year launching three new products: MoneyGuideOne, MoneyGuideElite and MyBlocks. This year’s new MoneyGuide products seek to revolutionize the client experience and take plan adoption to the next level—making it personal, familiar and fun.

A UC Berkeley physics graduate, he co-founded Riskalyze at the age of 22 after working on nuclear detection research for the federal government at Lawrence Berkeley Labs. Matt built the first Riskalyze prototype, but has contributed far more than code to the movement. In the last 18 months, the growth of Matt’s teams has surpassed 60 world-class engineers that serve tens of thousands of advisors nationwide.

His fellow co-founders credit him for a successful, award-winning platform launched this year. He collaborated with academic leaders nationwide to integrate Riskalyze research into curriculum, and works closely with universities to hire new graduates. Matt has single-handedly launched dozens of technical careers.

The Riskalyze product has grown to serve tens of thousands of advisors under Matt’s leadership. His recent releases (The All-New Riskalyze Experience, Advanced Portfolio Stats, Timeline for Retirement Maps, Riskalyze GPA, etc.) have had a tremendous impact on advisory businesses everywhere.

Heeren Pathak is responsible for fulfilling Vestmark’s long-term technology vision. He is an awardwinning technology veteran with expertise in user experience, data analytics, web services and information security. At Vestmark, Mr. Pathak leads the team responsible for developing and maintaining the company’s flagship offering, the VestmarkONE platform for advisors. Mr. Pathak also leads Vestmark’s QA and product management team, and works closely with clients and industry partners to deliver innovative solutions to the market.

Beyond the two accepted Patents, Heeren Pathak led the development of VestmarkOne to simplify program management. Advisors and Sponsors struggle with managing their various programs,

hampered by systems that cannot accommodate the specific needs of those programs. VestmarkOne brings institutional functionality to the retail market, including an Investor Portal which provides reporting directly to the investor, compliance controls allowing advisors to work within bands of investing authority and options management across thousands of accounts.

As co-founder, Greg Yee takes on numerous executive roles, including the management of technology and product development. In the area of technology, Mr. Yee oversees all software design, development, quality assurance, deployment, operations and data security. In the area of product, Mr. Yee is responsible for assessing and prioritizing new features, all technology integrations, and ongoing project management, including communications with advisors.

Drawing on his past experience managing technology, engineering and product teams within companies large and small, Greg Yee has adopted industry best practices in software development, technical architecture, and use of open-source technologies that enable Capitect to rapidly build and deliver high-quality, easy-to-use solutions and enhancements that meet the changing expectations of advisors and their clients.

Greg Yee’s leadership has enabled Capitect to deliver a number of innovative solutions and enhancements even with the modest resources of a fast-growing startup. Most impactful was the release of Portfolio and Rebalance Architect, which together enable advisors to construct and deliver personalized portfolios to each client at scale using their own strategies.