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Industry Experts
Our diverse community of industry experts share real-world experiences, insights, and best practices, fostering growth and collaboration for Finlocity members.
Lori Van Dusen
Founder & Chief Executive Officer, LVW Advisors
Harris Nydick
Founding Partner & Managing Member, CFS Investment Advisory Services, LLC
Dr. Harry Mamaysky
Chief Investment Officer, Head of Research, QuantStreet Capital
Vib Arya
Partner & Chief Wealth Officer, Transcend Capital Advisors
Saumen Chattopadhyay
Chief Investment Officer, One Digital Investment Advisors
Nick Graham
EVP & Chief Technology Officer, Cambridge Investment Research
Klint Kendrick
Senior Director, M&A Integration and HR Transitions, Walmart
William Davis
Founder & CEO, Pinnacle Capital Group
Amy Flourry
Director of Operations, Rehmann Wealth
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
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