Welcome to this year's virtual edition of the Online Broker Summit where our speakers are our stars! Meet the speakers, panelists and moderators confirmed for this year's virtual event:

Caleb Silver
Editor-in-Chief
Investopedia
Caleb began his career producing wildlife documentaries in South America and the American southwest. His career in business news began at Bloomberg, where he worked as a senior television producer and was nominated for a 2003 Emmy Award. Caleb then joined CNN, serving as a Senior Producer for The Situation Room, as well as the Executive Producer of CNNMoney.com. He then returned to CNN as the Director of US business news. In 2014 Caleb formed Frog Pond Productions, a digital production and consulting company, and then joined Investopedia in January 2016 as the VP of Content. Caleb is frequently featured as a markets, economic and consumer trends expert on NBC, MSNBC, ABC Radio, Marketplace Radio and Cheddar TV, in addition to markets commentary in his daily newsletters.
Mike Foy
Senior Director, Head of Wealth Intelligence
J.D. Power
As Senior Director and Head of Wealth Intelligence at J.D. Power, Mike Foy is responsible for the company’s research on both individual investors and financial advisors, as well as developing research-based client experience solutions that drive measurable results for wealth management firms. Mike has worked in the wealth management industry for over 20 years. He served as director of research and strategic sales at Penton Media, held senior product development and marketing positions at HNW, a boutique digital marketing agency, and at Dow Jones and Merrill Lynch.
Laurence Amann
Director of Business Solutions
Desjardins
Involved in Desjardins Online Brokerage Disnat since 1994 and member of the management team since 2002, Laurence is the firm’s Director of Business Solutions. She has developed experience and skills in several aspects of the "customer experience" management of an online brokerage firm, including planning and executing projects related to product development and pricing, implementation of a training, mobilization and continuous UX improvements, marketing, communications and web content.
Jennifer Barrett
Head of Content
Fidelity Investments
Jennifer Barrett is the head of content at Fidelity Investments and the author of “Think Like a Breadwinner,” a wealth-building manifesto for women and a #1 release on Amazon. Before joining Fidelity, Jennifer was Chief Education Officer at the saving and investing app Acorns. She's held a range of management roles, including General Manager at Hearst Digital, Personal Finance Editor at CNBC Digital, and SVP and Editor in Chief at DailyWorth, a financial media company targeting women. She's written about money for publications like The New York Times, The Wall Street Journal and Newsweek, where she was a staff writer and editor. She's co-authored two other personal finance books and advises two early-stage, female-led startups. Read more at jenniferbarrett.com.
Anthony Denier
CEO
Webull
Anthony Denier is the CEO of Webull, and a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, Anthony joined the international equity trading team at Credit Suisse, which pioneered the newly emerging electronic trading DMA (direct market access) and algorithmic systems of the time. He then became Vice President of ING's equity trading desk and most recently was the CEO of LXM Financial.
Aditya Pasumarty
CPO
BUX
Aditya is the CPO of BUX, Europe’s fastest-growing mobile brokerage making commission-free investing accessible, intuitive, and affordable for both first-time and existing investors. Aditya leads the product, design and data science teams and is responsible for product vision, strategy and execution. Aditya brings more than a decade of experience building innovative consumer and enterprise products from the ground up. His background includes lead product roles at Venmo and Ripple.
Jerome Favresse
Chief Operating Officer
Trading Central
Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Management School in France.
Justin Gunderson
Senior Director of Customer Success
Trading Central
Justin has been helping online brokers succeed and better support their users for over 12 years. First with Scotttrade, and now with Trading Central, Justin helps online brokers create modern, engaging investing journeys for their users, so they can find the resources they need to make better decisions.
Josh Book
Founder & CEO
ParameterInsights
Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.
Theresa Carey
Brokerage and Investing Expert
Investopedia
Theresa has been reviewing sites of interest to online investors since 1991. She is the author of 23 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. ConsumerSearch has ranked her online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services.
Larry Focht
Head of Product Management
Vanguard Digital Advisory
Larry has a long history at Vanguard, and with their Personal Advisory Service which is a heavyweight, far outpacing others in Assets under Management. Larry crafted an all-new special task force to launch a brand new all-digital true robo service called Vanguard Digital Advisor and brings the perspective of how large scale incumbents are jumping into the ring inspired to adapt.
Dale Sperling
Chief Marketing Officer
Stash
Dale serves as Chief Marketing Officer at Stash, the financial platform revolutionizing the way millions of Americans save and invest for their future. She is responsible for driving the growth and retention channels for one of the fastest growing financial platforms in the U.S. Dale has more than 20 years of marketing experience across Fortune 500 brands, including Time Inc., AOL and The Walt Disney Company.
Dan Raju
CEO
Tradier
Dan has taken Tradier from an innovative idea to unbundle financial services and deliver brokerage as an API, to become the de-facto brokerage engine that enables a large network of Platform Providers, Digital Advisers, Robo's, Developers, Traders and Broker Dealers. Under Dan’s leadership, Tradier now powers over two hundred revenue-generating companies and executes stock transactions valued at over $1B every month.
Victor Jones
CEO
dough
As the CEO of dough, the zero commission investing app with zero account minimums and filled with smart ideas, Victor looks to inspire the world to embrace an understanding of risk. Victor is an inspiring financial storyteller who has spent his entire finance career in service of retail investors. He spearheaded trading innovation initiatives in America and Asia and his market commentary and millennial investor analysis are featured on CNBC, The WallStreet Journal, and Barron’s.
Heather Teschner
Merrill Digital Channel Consultant
Merrill Edge
Heather’s role includes solving key industry issues via creative thinking, driving the vision of innovative business ideas to technology partners, and managing projects from their inception through launch. Heather has extensive experience within the brokerage industry across multiple firms, including roles specializing in day trading, complex options strategies, fixed income and relationship management of affluent investors.
James Heygate-Browne, CFA
North American Strategic Accounts
Trading Central
James has dedicated over a decade to working with major online brokerage brands, introducing them to new products and analytics that support their customers and their business. James has a keen focus on ensuring due fit between his clients and TC latest offerings; in particular, adapting through the shifting ages and stages of long-term business relationships.
Kathryn St.John
Senior Director of User Experience
Trading Central
Kathryn has in-depth knowledge of software development, quant analytics and investing user experience amassed through startup days with Recognia, acquired by Trading Central in 2016. Kathryn's team continually transforms TC's products to deliver modern, engaging experiences; and helps brokers worldwide to envision how to deliver actionable insights to their customers in the moments that matter.

Thank you to this year's sponsors!

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