Frank Anguiano

Head of Products - UBS
Mark Friedenthal

CEO - Tolerisk
Jonathan Jacobs

SVP - LIBRA Insurance
SVP - Crump Life (2016 - 2020)
Miriam Lefkowitz

Sr. Legal/Compliance Expert
General Counsel RIA/BD (2002 - 2007)
SEC Sr. Counsel (1999 - 2002)
Michael Raneri

CTO - Voya Financial
Chief of Digital Innovation - AssetMark (2019-2022)
David Ritchey

DVP - Symetra
Sr. Investment Strategy Advisor – SS&C (2013- 2022)
Colin Slabach

Faculty Lead - NYU MS in Financial Planning
Kelly Waltrich

CEO - Intention.ly
CMO - Orion (2017 - 2021)
CMO - eMoney (2013 - 2017)
Ryan Wheeler

CTO - Tolerisk
Michael Zebrowski
