Finlocity - The Premier Financial Services Community

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​Tampa, FL

May 22-24, 2024 - Completed

​San Antonio, TX​October 2-4, 2024​

​Phoenix, AZMay 2025​

​Charlotte, NCSeptember 2025​

FinServ Hub™

Frequently Requested Experts

Experts at Finlocity combine research and insights from leading financial services professionals and solution providers on a broad range of issues.

Daren Pippio, PhD.

Senior Vice President, Advisor Strategy

Raymond James

Robert Hackel

Chief Operating Officer

R.F. Lafferty & Co.

Kevin Beard

Co-Founder & Managing Director

Atria Wealth Solutions (LPL Financial)

Amy Flourry

Director of Operations

Rehmann Financial

Nick Graham

EVP, Chief Technology Officer

Cambridge Investment Research

Saumen Chattopadhyay

Chief Investment Officer

OneDigital

Kristen Oziemkowski

Chief Operations Officer

The Mather Group

Brian Leitner, CFP®, ChFC®

Managing Director, Wealth Solutions

Mariner Wealth Advisors

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Tampa, FL

San Antonio, TX
October 2-4, 2024

Phoenix, AZ
May 2025

Charlotte, NC
September 2025