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Omni® Royal Orleans | New Orleans, LA
May 21-23, 2025
New Orleans, LA
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October 22-24, 2025
Frequently Requested
FinServ 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, CIMA®
Author, Founder & Chief Executive Officer, LVW Advisors
Vib Arya
Partner & Chief Wealth Officer, Transcend Capital Advisors
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
Nick Graham
EVP & 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
Head of Portfolio Solutions, Harbor Capital Advisors Advisors
Harris Nydick, CFP®, AIFA®
Founding Partner & Managing Member, CFS Investment Advisory Services
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
RECENTLY COMPLETED
3rd Annual - San Antonio, TX
October 2-4, 2024
