Wealthtech Dinner Party Members

Andrew Casey CorpDev/ M&A & venture investor. Host of FinTech Friday, every Friday... @finny

Stephanie Foster 👩🏾‍💼Chief Administrative Officer @ XY Planning Network 👜Board Member... @stephfoster2020

Sheryl Hickerson CEO of Females and Finance Excited to network with other financial s... @femalesnfinance

Sid Yenamandra CEO and Co-founder @ Entreda, a wholly owned subsidiary of Smarsh (PE-... @sidyena

Matt Middleton @mattmidd

Andrew Ritchart @aritchart

Matt McGowan 🎬 FinTech  🏈 Investor 🎙Public Speaker 📚 Learner @mattmcg

Jim OShaughnessy Founder and Chairman @ OSAM Managing Member @ O’Shaughnessy Family Par... @jposhaughnessy

Ryan Shanks Sports Agent to Financial Advisors; Co-founder of FA Match I’m a Drea... @ryanshanks

William Poulin Investment product and pricing expertise Advisor to fund boards and... @wpoulin

Kartik Srinivasan Work in wealth management. Passionate about fintech, weathtech, invest... @kartiksr

Lewis Katz @innov8

Rob Nance @rjnance

Michael H. Baker Financial Pro💰Jesus ✝️ JiuJitsu🥋 Dad 🤷🏻‍♂️ Creator💡 “Remember: The d... @michaelhbaker

Johnny Sandquist What I’m all about: Marketing ✨ Star Wars 🪐 Chicken wings 🍗 Nebras... @johnellert

Gaurav Gupta Business head at Cube Wealth. Ex corporate employee ... currently liv... @gauravrsgupta

Ben Pitts SVP, Sales and Marketing at Picwell | Owner at Cypress Financial Plann... @benjipitts

Dan Bolton 🚀 Managing Director, Customer Marketing at Riskalyze 🏙 Atlanta, GA @dan_bolton

Dan VanDusen Financial Planner, CFP® Phoenix, AZ @danvandusen

John Stadtmueller Good People Finish First🥇 It’s Inevitable 🙌 Let’s Shorten the Race 🏃🏻‍... @goodadvisorsff

Greg Drozdow 💡Entrepreneur passionate about forward thinking ideas that disrupt in... @gregdrozdow

Michael Kelly @the_mikekelly

James Walden @jameswalden

Andrew MacDonald @andy_mac6200

Richard Weisb @artshark

Ethan Pope Chief of Staff @Riskalyze || Acquired CRO at Bowtie.ai || Prev. Electr... @ethanjohnpope

Aaron Klein Riskalyze CEO. Hope Takes Root Co-Founder. Snappy Kraken Board Member.... @aaronkleinusa

Samir Vasavada Ceo of Vise @samir_vasavada

Nicholas Stuller Founder/CEO of MyPerfectFinancialAdvisor, the premier matchmaker betwe... @nickstuller

Tina Powell CEO of C-Suite Social Media and host of In The Suite Podcast 🎙 #market... @tinacpowell

Andy Swan @andyswan

Anthony Stich 10x World Champion - Dishwasher Loading COO @ Advicent Host @ The Pl... @anthonystich

Dan Cunningham @dc1

Aaron Lieberman @adlieber335

Brian McLaughlin CEO at @redtailcrm @redtailtech

Jeff Carter former CME trader/board member founder of Hyde Park Angels chicago... @pointsnfigures

James McDonald Recovering management consultant turned Fintech Product Manager Follo... @james_mcdonald1

Doug Wardley @dougwardley

Reza Masoumi 🤘 @s.rezamasoumi

Reza Bakhshandehpour @bakhshandehpour

Elena Litani 🚀 Payments, Fintech, Innovation, Blockchain, Product, and Technology e... @elitani

Justin Wayne @justinwayne

Geoff Cheng Content Strategy Manager. Blockchain enthusiast & writer. Words on Ge... @gkfcheng

Daniel Crosby Shrink. Author. Into FinTech, behavioral finance, existentialism, inkb... @danielcrosby

Salman Iravani Research Interests: financial market; macroeconomics; behavioural fina... @siravani

Justin Boatman @justinboatman

Kristin Harad Outsourced CMO for RIAs | Marketing coach for financial advisors | Mom... @kristinharad

Josh Womack Did not invest in Clubhouse. Help others invest with purpose - http:/... @joshwomack

Mark Casady Family man, traveler, investor. Always curious to find what is new. @mscasady

Joe Anthony Partner, Gregory FCA; financial PR by day, dad of five/spouse all the... @thejoeanthony