Upcoming Forums
Omni® Royal Orleans | New Orleans, LA
May 21-23, 2025
TBA
October 20-22, 2025
TBA
October 22-24, 2025
RECENTLY COMPLETED
3rd Annual - San Antonio, TX
October 2-4 2024
Industry Leading Solution Partners
Frequently Requested
Industry Experts
Our diverse community of industry experts share real-world experiences, insights, and best practices, fostering growth and collaboration for Finlocity members.
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
Nick Graham
Executive Vice President & Chief Technology Officer, Cambridge Investment Research
Dr.Harry Mamaysky
Chief Investment Officer, Head of Research, QuantStreet Capital &
Professor of Professional Practice at Columbia Business School
Saumen Chattopadhyay, CFA®, CPA, FCA
Chief Investment Officer, One Digital Investment Advisors
Harris Nydick, CFP®, AIFA®
Founding Partner & Managing Member, CFS Investment Advisory Services, LLC
Vib Arya
Partner & Chief Wealth Officer, Transcend Capital Advisors
Lori Van Dusen, CIMA®
Author, Founder & Chief Executive Officer, LVW Advisors
Klint Kendrick,PhD, SPHR
Author, Senior Director, M&A Integration and HR Transitions, Walmart
William Davis
Founder & CEO, Pinnacle Capital Group
Amy Flourry
Director of Operations, Rehmann Wealth
Mark Yusko
Founder, CEO & CIO, Morgan Creek Capital Management, LLC &
Managing Partner of Morgan Creek Digital
