Upcoming Forums
Omni® Royal Orleans | New Orleans, LA
May 21-23, 2025
Location TBA
October 20-22, 2025
TBA
October 22-24, 2025
RECENTLY COMPLETED
3rd Annual - San Antonio, TX
October 2-4 2024
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.
Harris Nydick
Founding Partner & Managing Member, CFS Investment Advisory Services, LLC
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
Dr. Harry Mamaysky
Chief Investment Officer, Head of Research, QuantStreet Capital
Lori Van Dusen
Founder & Chief Executive Officer, LVW Advisors
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
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