8 Jun 2021 – Joseph Larizza, CEO & President, Mirador (acquired by iCapital)
- Ryan Kerry, CEO, KnowLedger
- Susan McDermott, Sr. Director, Client Engagement & Success, Addepar
6 Jul 2021 – Tania Neild, CTO & Owner, InfoGrate
- Bob Miller, CEO, Private Client Resources
- Alan Meaney, CEO, FundRecs
- Harald Collet, Co-founder, Alkymi
21 Sept 2021 – Danielle Roseman, MD, Truvvo Partners (acquired by Lazard)
- Jill Creager, CEO and Founder, iPaladin
- James Burke, SVP Implementation, Solovis (acquired by Nasdaq)
3 Aug 2021 – Andy Fox, Family Office Executive
- Ashley Whittaker, President – Global Sales, FundCount
- Jim Marks, CEO, WealthHub
19 Oct 2021 – Erin Hulse, Founder & CEO, Deviate Consulting
- Michael Muniz, Partner and Chief Revenue Officer, Canoe
- Paul Freeland, Managing Director, SEI Family Office Services
4 Jan 2022 – Laura Macca, ED – Business Transformation, Eisner Amper
- Ben Collins, Senior Director, Financial Services, Sage Intacct
- Ryan Eisenman, Co-Founder and CEO, Arch
8 Feb 2022 – Chris Martinez, Family Office Consultant
- Robert Mallernee, CEO, Eton Solutions
- Bill Wyman, President – Family Office Services, Summitas
17 May 2022 – Ken Eyler, Managing Director, Family Office Services, Cresset
- Kathryn Harrison, Founder and CEO, Magpie
- Ryan Burger, VP Product Strategy and Client Delivery, PFA Solutions
7 Jun 2022 – Joseph Larizza, CEO & President of Mirador, Inc.
- Kyle Fleming, Senior Product Manager, Black Diamond
- Sam Trapkin, VP of Strategy, Vanilla
9 Aug 2022 – Mark Rogozinski, EMD, Head of Family Office Services, Cresset
- Nicole Eberhardt, CEO, Ledgex
- Patrick Gaul, VP, Sales Engineer, Envestnet | Tamarac
15 Dec 2022 – Erin Hulse, Founder & CEO, Deviate Consulting
- Chirag Nanavati, Managing Director, Asset Vantage
- Kevin Walkup, CEO, Harmonate
19 Jan 2023 – Laura Macca, ED – Business Transformation, Eisner Amper
- Nick Danilo, Account Executive, DataSnipper
- Casey Barlow, Enterprise Partner Consultant, Xero
23 Feb 2023 – Danielle Roseman, MD, Truvvo Partners (acquired by Lazard)
- Lucy Millard, Head of Global Solutions, Masttro
- Shauna France, Director, LP Solutions, Aumni
