Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

Reid Schmidling

Reid Schmidling

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. In his professional capacity, Reid specializes in consulting on IT processes to drive improvement and efficiency. In addition to his role, Reid is deeply involved in developing Power Platform solutions, integrating artificial intelligence, and advocating for enhanced end-user technology experiences.

Before transitioning into tech, Reid built a successful career in the finance industry. From broker and trader to consultant, where he assisted Financial Advisors in scaling and marketing their businesses, while also serving as a trusted expert in investments and strategy.

Reid is a proud graduate of Kansas State University, where he earned his Bachelor of Science in Business Administration specializing in Finance with a minor in Leadership Studies.

Outside of work, Reid enjoys spending quality time with his wife and son. He also enjoys the company of his dogs, Finley and Bentley, and enjoys the occasional lake trip, serving on nonprofit boards, reading, continuous learning, sharing knowledge, and working on side projects.

Four Colors: Green | Gold | Orange | Blue
Myers-Briggs: ISTP

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. In his professional capacity, Reid specializes in consulting on IT processes to drive improvement and effic... Show more

Grzegorz Sztandera

Grzegorz Sztandera

I’m an expert in project, product and IT team management, conference speaker, public speaking coach, children's book author and TEDx organiser.

I work in the financial sector, leading complex tech projects - including those related to digital identity. My role sits at the crossroads of IT, business and governance, where aligning perspectives is a daily challenge. In the past I’ve built DevOps team and entire competence area from scratch, always with a focus on communication, agility and a solid dose of common sense. I don’t believe in blindly following frameworks - I believe in people, collaboration and context-driven decisions.

I speak at conferences across Poland and Europe, running talks and workshops on leadership, agile, communication and teamwork. I also deliver my own trainings based on the LEGO® Serious Play® method. I’m preparing speakers for TEDxPabianice and co-organising TEDxUniversity of Lodz - events that gathers big audience and strong online engagement.

I hold degrees from the University of Łódź (International Relations and HR Management), MBA from Lodz University of Technology and Illinois State University, and a postgraduate diploma in IT Project Management. Outside of work, I’m a dad of two sons – which is great preparation for agile coaching. I write humorous, educational books for kids and collect the finest corporate memes life has to offer.

I love teaching, creating, connecting – and I always ask one question: “What if we did it differently?”

I’m an expert in project, product and IT team management, conference speaker, public speaking coach, children's book author and TEDx organiser. I work in the financial sector, leading complex tech projects - including those related to digital iden... Show more

Vincent Caldeira

Vincent Caldeira

Vincent Caldeira, CTO of Red Hat in APAC, is responsible for strategic partnerships and technology strategy. Named a top CTO in APAC in 2023, he has 20+ years in IT, excelling in technology transformation in finance. An authority in open source and cloud-native technologies, Vincent frequently speaks on data analytics, AI/ML, and IT sustainability. He is a Technical Advisor of OS-Climate, a member of the GSF Green AI Committee, FINOS Technical Oversight Committee and contributes to LF AI & Data GenAI Commons as well as CNCF AI Initiatives.

Vincent Caldeira, CTO of Red Hat in APAC, is responsible for strategic partnerships and technology strategy. Named a top CTO in APAC in 2023, he has 20+ years in IT, excelling in technology transformation in finance. An authority in open source and c... Show more

George Proorocu

George Proorocu

George is a seasoned IT professional with 15+ years of experience, evolving from technical roles to leading engineering teams in security-critical sectors. Passionate about coaching and empowering others, he combines hands-on expertise with strategic leadership.

A former professional chess player, George won the "Romanian Chess Champion" title with his club team in 2004. At 16, he founded and grew an ISP company in Bucharest to 600 clients before selling it at 18. He later pursued an Executive MBA at IMT Paris to strengthen his leadership skills.

Recognized in the Financial Times' "100 Faces of Innovation" in 2016, George is a sought-after Cybersecurity expert specializing in Fraud and Deepfakes. He has spoken at over 20 conferences all around the world, and his beginner’s Cybersecurity course has helped 150,000+ students start their careers in the field.

George is a seasoned IT professional with 15+ years of experience, evolving from technical roles to leading engineering teams in security-critical sectors. Passionate about coaching and empowering others, he combines hands-on expertise with strategic... Show more

Aman Sardana

Aman Sardana

Aman Sardana is a technology professional in the financial services and payments domain. He is a hands-on technology leader, enabling business capabilities by implementing cutting-edge, modernized technology solutions. He is skilled in designing, developing, and implementing innovative financial technology solutions that drive business results and establish best-in-class operations.

Aman did his Masters in Information Technology from Northwestern University. This unique program straddles between the business and technical side of information technology, focusing on data mining, information security, enterprise architecture, statistics, innovation, marketing and finance.

Aman Sardana is a technology professional in the financial services and payments domain. He is a hands-on technology leader, enabling business capabilities by implementing cutting-edge, modernized technology solutions. He is skilled in designing, dev... Show more

Shubham Agnihotri

Shubham Agnihotri

Shubham Agnihotri is a Chief Manager – Generative AI at IDFC FIRST Bank, with 6+ years of experience working across diverse modalities like text, images, audio, video, tabular, and graph data. He specializes in fine-tuning and deploying Large Language Models (LLMs) and multimodal AI systems in production environments, contributing to real-world impact at scale.

Shubham is an active community leader and currently serves as an organizer for the AWS User Group Mumbai, where he helps nurture the cloud and AI ecosystem through meetups, hackathons, and hands-on sessions. Previously, he co-organized TensorFlow User Group (TFUG) Bangalore, leading over a dozen developer events.

He is also the founder of an agriculture drone startup that enabled precision spraying services for farmers. His solution helped save over 1 million liters of drinking water, reduce pesticide usage by 40%, and was recognized as an Emerging Agri-Drone Startup by the Times of India Group. This mission-driven venture drives his continued passion for building tech with societal impact.

🎤 Featured Speaking Engagements
AsiaTech Singapore -
1. https://asiatechxsg.com/techxlr8asia/speakers/shubham-agnihotri/
2. https://asiatechxsg.com/developerxperience-summit/speakers/shubham-agnihotri/

Aws Community Days Bangalore: https://acd.awsugblr.in/

Google Cloud Community Day: https://www.linkedin.com/feed/update/urn:li:activity:7337524380920348674/

TechShow London : https://youtu.be/jx_9SbARV9M?si=6PN1h1TYhgAPeQ4z

AWS Community Day Mumbai : https://youtu.be/XihAhZQZtV4?si=ST8XYvuRTdgoArLq

In addition to community and enterprise work, Shubham is part of the Google AI Community Network and was the founding lead of Cynergy, the official coding group of Ramaiah Institute, where he fostered a peer-to-peer learning culture.

Shubham Agnihotri is a Chief Manager – Generative AI at IDFC FIRST Bank, with 6+ years of experience working across diverse modalities like text, images, audio, video, tabular, and graph data. He specializes in fine-tuning and deploying Large Languag... Show more

Teresa wu

Teresa wu

Teresa is a public speaker, Google Developer Expert (GDE), mentor, and software engineer who is passionate about front-end development and Cloud technology. She has been working with many talented developers to craft various apps and projects throughout the years, and she likes to explore the world of multi-platform, the fun of continuous delivery, and seeing through the product from development to release. 

Teresa is a public speaker, Google Developer Expert (GDE), mentor, and software engineer who is passionate about front-end development and Cloud technology. She has been working with many talented developers to craft various apps and projects through... Show more

Solomon Olalemi

Solomon Olalemi

Solomon Olalemi is a seasoned product manager with a rich background spanning over 6+ years in the industry. His journey in product management has been marked by a diverse portfolio of projects, each contributing to his expertise and insight into the field.

Solomon's career began with groundbreaking work at Payercoins Inc., where he spearheaded the development of a cryptocurrency infrastructure, laying the foundation for innovative financial solutions. His passion for driving impactful change led him to the forefront of the remittance industry in Africa, where he played a pivotal role in building a remittance platform that revolutionized payment systems across the continent.

Transitioning to the banking sector, Solomon joined the ranks of a prominent Nigerian bank, where he currently leads the charge in developing a cutting-edge digital banking platform. Under his guidance, the bank, Polaris Bank, has garnered prestigious accolades, including the coveted title of Digital Bank of the Year in Nigeria for three consecutive years, affirming Solomon's prowess in the realm of digital innovation.

Beyond his professional endeavours, Solomon is known for his unwavering dedication to personal growth and knowledge acquisition. A voracious reader, he embarked on a remarkable journey in 2017, devouring an impressive 104 books in a single year—an achievement that speaks volumes about his thirst for learning and self-improvement.

When he's not at the helm of the product team, Solomon can often be found immersed in the intricacies of revamping lending products, leveraging his expertise to drive innovation and excellence in financial services.

With a relentless drive for excellence and a passion for pushing boundaries, Solomon Olalemi continues to make indelible contributions to the world of product management, shaping the future of fintech and digital innovation one breakthrough at a time.

When I am not working, you will find me reading or talking to friends.

Solomon Olalemi is a seasoned product manager with a rich background spanning over 6+ years in the industry. His journey in product management has been marked by a diverse portfolio of projects, each contributing to his expertise and insight into the... Show more

Rob Litjens

Rob Litjens

I am a DBA since 1997 and have worked with SQL6, 6,5 and upwards. My interest are merely platform based, but also interested in performance and monitoring. With the requirements changing I am working in DevSEcOps for SQL for my employer. Security is getting more focus. That means I am trying to setup builds that are secure by designed and securely designed. Tools help with that.

I am a DBA since 1997 and have worked with SQL6, 6,5 and upwards. My interest are merely platform based, but also interested in performance and monitoring. With the requirements changing I am working in DevSEcOps for SQL for my employer. Security is ... Show more

Charles-Philippe Bernard

Charles-Philippe Bernard

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am also dedicated to mentor young talents to success. In my spare time, I do speaking engagement to increase public awareness about Generative AI, and I work on personal projects, exploring the space of possible offered by AI.

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am... Show more

Sergiu Petean

Sergiu Petean

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With a legacy of scaling engineering teams and managing complex transformations, I excel in integrating strategic thinking with hands-on expertise in AI, DevOps, and cloud solutions.

Over the last 15 years I have built and led engineering teams in Financial Services and Insurance, cloud infrastructure and startups. I also contributed to global communities such as Linux Foundation and Cloud Native Computing Foundation(CNCF), co-authored several research papers on AIOps and Decision Making and publicly spoken on different events such as Kubecon, Deloitte NextGen(AI) Cloud Transformation Summit and Cloud Native Days.

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With... Show more

Bill Allen

Bill Allen

Meet Bill - an experienced software developer, consultant, and startup founder. He is deeply invested in using AI to detect fraud within the financial industry.

He started his career as an assembler programmer at Sears Roebuck & Co., considered the Amazon of its day. Later, he spent over two decades as a software consultant for many financial exchanges in Chicago. He shares his knowledge by speaking at conferences and presenting on topics such as AI, Product Discovery, Software Crafting, and Learning Organizations (Dojos).

Bill resides in Chicago, and when he's not spending time with his family, biking, tennis, or working, he is actively mentoring the next generation of software engineers. He understands the importance of sharing knowledge through Mob Programming hangouts and founded the user group Chicago Agile Open Space in 2012.

Meet Bill - an experienced software developer, consultant, and startup founder. He is deeply invested in using AI to detect fraud within the financial industry. He started his career as an assembler programmer at Sears Roebuck & Co., considered th... Show more

Eloi Baixeras

Eloi Baixeras

Gracias por tomarte el tiempo para leer mi biografía, lo cual demuestra tu interés en el maravilloso mundo de las finanzas y la contabilidad de costes.

Permíteme una breve introducción: He trabajado como CFO y controller durante mucho tiempo, y soy apasionado de la técnica financiera y de costes. Disfruto analizando procesos, y esta pasión me ha llevado a impartir clases en distintas universidades, donde he aprendido tanto de mis alumnos como espero que ellos hayan aprendido algo de mí.

Una pregunta que a menudo me hacen es sobre los sectores en los que he trabajado. Para mí, el desafío no es en qué sectores he trabajado, sino cuántos me faltan por explorar y aprender.
Como apasionado de las finanzas, el control de gestión y los costes, actualmente me encuentro inmerso en el mundo de Dynamics, lo cual representa toda una aventura.

Si estás buscando una sesión que combine visión de negocio aplicada a Dynamics y que, en algún momento, desafíe tus habilidades con cálculos, no lo pienses más, no vengas a mi sesión, o sí.

Gracias por tomarte el tiempo para leer mi biografía, lo cual demuestra tu interés en el maravilloso mundo de las finanzas y la contabilidad de costes. Permíteme una breve introducción: He trabajado como CFO y controller durante mucho tiempo, y so... Show more

Supriya Raman

Supriya Raman

As the data leader, I am passionate about making AI real for the digital customers and transforming the business processes with data, advanced ML & deep learning algorithms. I have close to 18 years of experience in delivering innovative and impactful solutions for various banking sectors and retail & consumer goods. My core competencies include AI strategy, data science, NLP, Generative AI and process automation and optimization through global AI platforms.

I am driven by the vision of empowering the data science community and creating a culture of learning and collaboration. Some of the volunteer roles are Google Women Techmaker Ambassador, IEEE ICWITE Core Member. Juror for AnitaB.org GHCI event 2024.

Some of my recent accolades in field of Data Science and AI are Digital Leader of the Year 2024 - UBSForums, Tech DE&I Leader Award 2024 - Analytics India Magazine, AI & Data Science Leader of the Year 2023 - womentech Network, Minsky Award of AI Excellence 2023 - GCC AI Visionary Award, Women in Tech/Product 2023 - herKey

As the data leader, I am passionate about making AI real for the digital customers and transforming the business processes with data, advanced ML & deep learning algorithms. I have close to 18 years of experience in delivering innovative and impactfu... Show more

Jordi Bosch

Jordi Bosch

• Consultant with 15 years of experience in the professional services sector
• Specialization in data analysis and process automation

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BOVÉ MONTERO Y ASOCIADOS
https://bovemontero.com/en/2024/03/21/bove-montero-launches-the-new-business-innovation-department/

BOVÉ MONTERO Y ASOCIADOS > Business Intelligence & Data Analytics
https://gamma.app/public/English-Bove-Montero-BI-Consulting-ke4ozkgap9vejrm

• Consultant with 15 years of experience in the professional services sector • Specialization in data analysis and process automation xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx BOVÉ MONTERO Y ASOCIADOS https://... Show more

Ben Lee

Ben Lee

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for businesses to personal income-tax planning and compliance.

Having advised crypto clients since 2018, Ben is a member of numerous digital asset working groups focussing on tax policy and financial reporting and was awarded Spears' 500 Top Recommended Cryptocurrency Advisor in 2022 & 2024 and City Wealth's Top 50 Professionals in Crypto in 2023.

Ben is a seasoned speaker and contributor for media outlets such as Bloomberg, the FT and Tax Journal, Ben is committed to the furtherance of the UK as a jurisdiction for crypto to thrive.

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for bu... Show more

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. Interested in everything data-related, he would like to share his passion and knowledge with the data community.

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. In... Show more

Balogun David Taiwo

Balogun David Taiwo

With over 4 years of experience in the tech and data analytics space, I have contributed significantly to innovative fintech startups across Africa and currently work with a leading fintech company. Beyond my professional role, I am passionate about mentoring and teaching aspiring data professionals. I have collaborated with esteemed edtech organizations such as Tech4Dev and Niyo BootCamp, and have taught over 3,000 students across Africa and the United Kingdom. Additionally, I have worked on impactful data analytics projects with Nasarawa State, FCMB among others, driving data-driven decision-making and innovation. My dedication to continuous learning and community engagement underscores my commitment to advancing the field of data analytics.

With over 4 years of experience in the tech and data analytics space, I have contributed significantly to innovative fintech startups across Africa and currently work with a leading fintech company. Beyond my professional role, I am passionate about ... Show more

Phillip Dawson

Phillip Dawson

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio.

Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for businesses—providing direct connections to over 10,000 banks globally, instant bank reconciliation, and the ability to make fast, simple payments both domestically and internationally—all within Business Central.

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio. Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for business... Show more

Akash Chandra

Akash Chandra

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in fintech, large data pipelines, and AI-based fraud detection. As a public speaker on AI/ML and Graph Databases, he has contributed significantly to the field. Akash has shown his leadership in startup environments using his innovative approach to leveraging advanced AI technologies.

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in ... Show more

Chris Plank

Chris Plank

Chris Plank is a Enterprise Architect, Product Owner and Platform as a Product evangelist working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change the Banks approach to provisioning and maintaining services. Outside of work, Chris is a passionate catch-and-release Fly Fisherman and Landscape Photographer.

Chris Plank is a Enterprise Architect, Product Owner and Platform as a Product evangelist working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change t... Show more

Edwige Fiaclou

Edwige Fiaclou

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France), with a FinTech oriented educational background. With years of experience in various roles, including mobile development and banking applications, Edwige has navigated through many technologies and business domains. Since joining Swissquote in 2012, she has contributed to technical stacks and software delivery across multiple domains and layers, from Banking operations to Trading Systems Management. Her unwavering dedication to excellence, best practices and innovative perspective earned her a promotion to Vice Director in 2022, where she now oversees Methodologies, Program Management and Tech Talent teams within Software Engineering.
Despite her many accomplishments, Edwige remains eager to learn from others. She actively contributed to many talks, in Switzerland, or at International for Women In Tech or Lead Dev track!

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France... Show more

Sanath Chilakala

Sanath Chilakala

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architecture, Advanced Data Engineering, Data Governance, Artificial Intelligence, Data Analytics, and Regulatory Reporting, with a strong emphasis on regulatory compliance and data integrity.

I possess niche skills in AI model development and deployment, including proficiency in natural language processing (NLP) and machine learning (ML) algorithms that enhance predictive analytics capabilities. In Data Architecture, I excel in designing cloud-native architectures, implementing data lakes, and optimizing data warehousing solutions. My Data Governance expertise includes establishing frameworks for data stewardship, data quality management, and compliance with regulations such as HIPPA and GDPR.

Throughout my career, I have successfully developed scalable data models and architectures that support real-time analytics and machine learning initiatives, driving enhanced decision-making and operational efficiencies. In the Healthcare industry, I have led projects that align data governance practices with regulatory standards, ensuring the protection of sensitive patient information while maximizing the utility of health data for clinical insights. In the Life Insurance sector, I have engineered data solutions that optimize underwriting processes and claims management through the integration of advanced analytics. In Finance, I have focused on improving compliance reporting mechanisms, employing sophisticated analytics to ensure accuracy and timeliness in submissions to regulatory bodies.

My leadership philosophy emphasizes collaboration with cross-functional teams, aligning data architecture strategies with overarching business goals. I advocate for a culture of innovation, empowering teams to explore emerging technologies and methodologies that promote continuous improvement. I am passionate about mentoring emerging data professionals and sharing best practices in data management and governance to foster organizational growth.

In summary, my extensive background as a Director of Data and AI equips me to deliver sophisticated data solutions that effectively address the unique challenges within the Healthcare, Life Insurance, and Finance industries, while ensuring compliance and enhancing operational capabilities.

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architectur... Show more

Dmitry Yanter

Dmitry Yanter

Dmitry Yanter is an engineering manager with 12+ years at Deutsche Bank, with expertise in multiple roles such as SRE, QA, and Java development. He is member of International Chamber of Commers working group that defines digital standards for Trade Finance. Dmitry is a true believer in the power of technology to drive positive change and brings a unique combination of technical expertise and passion for education to any team he joins.

Dmitry Yanter is an engineering manager with 12+ years at Deutsche Bank, with expertise in multiple roles such as SRE, QA, and Java development. He is member of International Chamber of Commers working group that defines digital standards for Trade F... Show more

Joel Barjenbruch

Joel Barjenbruch

Joel Barjenbruch is a financial planner who has always prioritized simplicity, honesty, and genuine human connection in his work. He began his career in 2007 and took a leap of faith by starting his firm in 2010. Through consistent service and a client-first mindset, he has grown JS Financial, Inc. into a trusted name in retirement and wealth planning nationwide, reflecting his steady approach and values-driven leadership.

Joel maintains offices in Lincoln and Omaha, serving individuals, families, and business owners with retirement strategies and risk management. Operating under a fiduciary standard, he listens closely, avoids product-driven pitches, and focuses on building plans that reflect each client’s values and goals. He emphasizes understanding the person behind the financial situation, not just managing the numbers.

Barjenbruch grew up in Nebraska and graduated from the University of Nebraska–Lincoln. He lives in Lincoln today with his wife and three children, staying closely connected to his community. As an active member of his church, where he’s served on the council and as president, his deep-rooted involvement reinforces his belief that professional service should also come with personal responsibility and humility.

Joel is known for being the neighbor who checks in, remembers names, and invests time in the people around him. Whether seen coaching youth sports or at a local event, he blends his professional life with authentic relationships. Clients often share how they never feel like just another appointment, and that personal attention is something he consistently brings to every interaction.

Joel Barjenbruch believes in ongoing education—not only for himself but for others. He has earned several of the industry's top credentials, including CFP®, RICP®, ChFC®, LACP®, and CLU®, which reflect his commitment to professional excellence. He also teaches financial topics through adult learning institutions, volunteering his time to support financial literacy among adult learners in the Midwest.

Barjenbruch leads JS Financial, focusing on meaningful planning tailored to each client’s life. He avoids shortcuts and instead asks thoughtful questions to help build well-informed strategies. His work is not centered on quick solutions but on assisting people in retiring confidently, managing savings wisely, and creating lasting legacies rooted in clarity and care.

Joel always adheres to fiduciary standards, which means he legally and ethically puts clients’ interests first. Yet, for him, it’s more than compliance; it’s a foundation on which he’s built his entire career. Every plan, conversation, and recommendation stems from that core principle, earning the trust and long-term loyalty of those he serves.

Joel has been recognized for his professional consistency through his membership in the Million Dollar Round Table for 12 consecutive years. Reaching Top of the Table status 10 times places him among the highest achievers in the financial industry. His firm now oversees over $100 million in client assets, resulting from the trust built one relationship at a time.

Joel Barjenbruch's mission is grounded in education, honesty, and care. His daily work is shaped by three key values: constantly improving, valuing people over profit, and giving back without seeking recognition. These beliefs influence everything he does, from guiding clients to volunteering, and reflect his view that success means leaving a positive impact wherever possible.

Barjenbruch generously gives his time to his community. He supports causes like the Empty Bowls Benefit Luncheon for the Lincoln Food Bank and provides financial education to seniors to help them retire with peace of mind. Whether teaching or coaching youth athletics, he brings the same thoughtful energy and purpose to helping others outside his office.

Clients often describe Joel as someone who truly listens and communicates clearly. He avoids pressure, uses everyday language, and makes sure every client understands the advice they receive. With transparent and often lower-than-average fees, he builds trust through clarity and consistency, creating a respectful and reassuring experience.

Barjenbruch looks ahead with continued enthusiasm for service. He was featured in the “Faces of Lincoln” for his work in wealth management and plans to be spotlighted again. As JS Financial celebrates its 15th year, its passion for helping others hasn’t changed. For him, every client represents a chance to make a real difference in someone’s life.

Joel Barjenbruch is a financial planner who offers securities and investment advisory services through LPL Enterprise (LPLE), a registered investment advisor, and a member of FINRA/SIPC affiliated with LPL Financial. LPLE and LPL Financial are not affiliated with JS Financial Inc. Million Dollar Round Table membership is based on production and recognizes top professionals within the financial planning field.

Joel Barjenbruch is a financial planner who has always prioritized simplicity, honesty, and genuine human connection in his work. He began his career in 2007 and took a leap of faith by starting his firm in 2010. Through consistent service and a clie... Show more

Steven Annegarn

Steven Annegarn

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and Governance. Trough this, he helps clients get more value out of their data.

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and G... Show more

J. Grant Mizell, CPM

J. Grant Mizell, CPM

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Management for Ippon USA, a technology consultancy that supports digital transformation, data & cloud modernization and organizational change management. Recently Grant finds passion coaching regional & community banks on data & AI strategy.

Favorite successes -
1) taking a 2-sided market startup redesign from seed round to multi-million Series A;
2) reducing a community bank's account opening by more than 300% that helped support more than $1B in new assets; and
3) playing a leading role in a F500 bank's deployment and rollout of custom agent servicing app for +1500 agents.

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... Show more

Colin Eberhardt

Colin Eberhardt

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed AI Readiness Special Interest Group. I've also written numerous industry reports in collaboration with Linux Foundation Research.

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more

Francesco Cipollone

Francesco Cipollone

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity industry and recognized for his visionary views. He is on the UK&I Cloud Security Alliance Chapter board and is a professor at IANS on application security and cloud security. Previously, Francesco headed HSBC's application and cloud security and was a Senior Security Consultant at AWS. Francesco has been keynoting at global conferences and has authored and co-authored several books and whitepapers; outside of work, you can find me running marathons, snowboarding on the Italian slopes, and enjoying single malt whiskeys in one of my favourite London clubs.

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity i... Show more

Nick Gushchin

Nick Gushchin

Tech entrepreneur and AI expert

With over 18 years of experience in banking and technology, I specialize in integrating AI solutions to optimize business processes, enhance decision-making, and drive innovation. I help companies implement Generative AI, autonomous agents, and AI-driven automation to gain a competitive edge. I have successfully delivered around 20 AI-powered autonomous products and solutions across both B2B and B2C segments.

Tech entrepreneur and AI expert With over 18 years of experience in banking and technology, I specialize in integrating AI solutions to optimize business processes, enhance decision-making, and drive innovation. I help companies implement Generati... Show more

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