Finlocity

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Upcoming Events

Omni Las Colinas | Irving, TX
May 24-26, 2023
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Renaissance Tampa International Plaza Hotel | Tampa, FL
October 25-27, 2023
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FinServ Hub
Q4 Forums
The Finlocity Channel
XCELLR8 Online
FinServ Hub
FinServ Hub™

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Q4 Forums



Q4 Forums provide senior executives with  the opportunity to meet and network with industry expert and leading solution providers

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The Finlocity Channel



Easy access to interviews and demonstrations of the latest WealthTech and Investments products and services on demand and re-streamed.

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XCELLR8 Online



Our online summits give senior executives the opportunity to meet and network from the comfort of their home or office. 

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Frequently Requested Experts

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

Marguerita Cheng, CFA®
Chief Executive Officer
Blue Ocean Global Wealth
Sheri Pontolillo
President
Interweb Insurance
Harris Nydick, AIFA®, CFP®
Founding, Managing Member

CFS Investment Advisory Services
Barry Norfleet, JD
Senior Vice President, Senior Trust Officer
WesBanco
Amy Flourry
Principal, 
​Director of Operations
Rehmann Financial
Tom Sboto
Managing Director - M&A
Cetera Group
Mark Yusko
Chief Investment Officer/
​Chief Executive Officer
Morgan Creek Capital Management
Diana Cabrices
Founder & Fractional Chief Evangelist
Diana Cabrices Consulting
Don Trone
Chief Executive Officer
Center for Board Certified Fiduciaries
Saumen Chattopadhyay, CFA®, CPA
Chief Investment Officer
OneDigital
Lily Lee
Senior Partner and Senior Managing Director of Wealth Management
Tigress Financial Partners
Kevin Beard
Co-Founder & Managing Director
Atria Wealth Solutions

Q4 Forums

Online Resources

Community

The material provided on this website is not intended as a recommendation or as investment advisor of any kind. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be. Finlocity Community, LLC©2017-2023. All Rights Reserved.

PowerMatch™, iLike™, FinServHub™, FinStars™ XCELLR8 Series™, Q4 Forum Series™, The Finlocity Channel™ ARE REGISTERED TRADEMARKS OF FINLOCITY COMMUNITY, LLC.

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