I am a Senior Quality Assurance Engineer specializing in financial data integrity, automation, and large-scale FinTech systems. For the past several years, I have worked on validating complex financial platforms serving institutional investors and financial advisors, ensuring data accuracy, performance, and system reliability.

My expertise includes automated validation of large financial datasets, API testing, cross-provider data reconciliation, and AI-assisted testing frameworks. I focus on deterministic testing strategies, data integrity controls, and scalable automation solutions for capital markets systems.

With a background in biotechnology engineering and an ISTQB certification, I bring an analytical and research-driven approach to software quality. I collaborate with cross-functional engineering teams across North America and Europe and contribute to advancing best practices in financial data validation and quality engineering.

I am a Senior Quality Assurance Engineer specializing in financial data integrity, automation, and large-scale FinTech systems. For the past several years, I have worked on validating complex financial platforms serving institutional investors and fi... Show more

Ishita is a sanctions data engineer at Bloomberg working at the intersection of technology, global regulation, and geopolitics. She holds a Master’s degree in Computer Science from the University of Glasgow and has experience across business intelligence and software engineering with prior roles at Amazon and J.P. Morgan. Alongside her industry work - Ishita is a Women Techmakers Ambassador and a Google Developer Group organiser - contributing to tech communities through advocacy, speaking engagements, mentorship, and hosting events with a focus on bridging the gap between education and industry to make careers in technology navigable for students and early career professionals.

Ishita is a sanctions data engineer at Bloomberg working at the intersection of technology, global regulation, and geopolitics. She holds a Master’s degree in Computer Science from the University of Glasgow and has experience across business intellig... Show more

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citadel, and Squarepoint, developing profound insights into industry themes, product roadmaps, and competitive landscapes for covered sectors. She has also built a unique investment process and portfolio management framework leveraging her experiences working for diversified investment mandates.

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citad... Show more

Juan Felipe Gonzalez is a data analytics professional with a strong focus on using data to drive smarter people, business, and investment decisions. He completed a Master’s degree in HR/Business Analytics at Montclair State University, where he combines advanced analytics, statistics, and business strategy to solve real-world workforce and organizational challenges.

With a background in Business Administration and hands-on experience with HRIS systems, data visualization, and analytics tools (Python, SQL, Tableau, Power BI, Excel), Juan specializes in translating complex data into actionable insights for leaders. His work sits at the intersection of human capital, technology, and financial decision-making, with interests spanning workforce analytics, M&A analytics, and data-driven growth strategies.

Juan Felipe has worked in administrative and Data-focused roles in both Colombia and the U.S.. He has been actively involved in global leadership and talent development initiatives through organizations like AIESEC. He is bilingual in English and Spanish, with international experience that informs his perspective on global talent markets and organizational dynamics.

Beyond analytics, Juan Felipe is deeply interested in entrepreneurship, venture capital, and AI-driven business models, exploring how data and automation are reshaping the future of work, investing, and company building. He regularly speaks about bridging the gap between analytics and business impact, especially for early-career professionals and organizations looking to modernize their people strategies.

Juan Felipe Gonzalez is a data analytics professional with a strong focus on using data to drive smarter people, business, and investment decisions. He completed a Master’s degree in HR/Business Analytics at Montclair State University, where he combi... Show more

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce of personal finance, she paid off $102,000 dollars in student loan debt on a teacher salary while writing and producing the award-winning Millennial In Debt web series. She has since pivoted into personal finance and career coaching to help millennials and Gen Z build generational wealth and gain financial freedom in a shame free digital environment. She can be found at millennialindebt.com and millennialindebt on all social platforms.

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce... Show more

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financial domain.
Architecting the operationalization aspect in a client facing role, delivering relational and advanced analytics solution for large scale Operational and Data Warehouse implementations with focus on learning and innovation remained a constant part of my data journey.
Currently I am leading enterprise scale cloud data migrations in SQL Server/Snowflake/Azure SQL/Managed Instance/PostgreSQL and am involved with delivery of next generation Data & AI solutions using various data platforms. Also, I am managing large on/offshore teams, applying inclusive leadership, vendor management and technical skills.
As a woman in tech and part of data community, I have advanced with grit to create an impact, work with the mindset of ‘how I can’, passion for continuous learning and delivering results.
** I am board member of the New England SQL Server User Group, part of Snowflake Data Superhero 2025 program, member of PASS, speaker in PAAS Summit/Snowflake User Group/Azure Data User Groups/Data Saturdays/SQLBits. **

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financi... Show more

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media.

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media. Show more

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.

After building her own accounting firm from a one-woman practice into a thriving, self-managing business, Michelle became a sought-after speaker, trainer, and coach. She combines over 15 years of experience in financial strategy, operational efficiency, and leadership development with a relatable, down-to-earth teaching style that leaves audiences feeling empowered and equipped to act.

Michelle is known for turning complex topics—like delegation, financial systems, and team accountability—into practical tools leaders can apply immediately. Her sessions at Scaling New Heights, national podcasts, and industry conferences consistently earn top ratings for their actionable frameworks, interactive exercises, and genuine connection with participants.

Through her talks and programs, Michelle helps firm owners and service providers reclaim their time, build confident teams, and design businesses that thrive—without burning themselves out.

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.... Show more

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. Jonna Keller helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also account for unexpected life events and long-term care, ensuring clients are prepared for a range of possibilities.

Tax reduction planning is a key component of FSI's services. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios that include investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits such as the Westcoast Black Theatre Troupe and the Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Jonna Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges.

I’m currently the Co-founder of MYAZA, a fintech company on a mission to unify Africa’s payment systems and make cross-border transactions seamless, affordable, and inclusive for individuals and businesses across the continent.

Driven by curiosity and a love for problem-solving, I’m always exploring how technology can connect people, improve lives, and shape the future of finance in Africa.

🚀 Interests: Fintech, cross-border payments, financial inclusion, AI in finance, startup growth
🎮 Outside of work, I enjoy gaming, movies, and exploring creative tech projects.

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges. I’m currently the Co-founder of MYAZA, a fintech company on a m... Show more

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial services industry.

As Founder and Principal of The Real Wealth Coterie, a financial planning and wealth management firm, and Lazetta & Associates, a speaking and business consulting firm, Lazetta equips individuals and leaders to align their finances with their vision and values and achieve sustainable wealth. She is passionate about amplifying culture, talent, life, and money, and extends her expertise through public speaking, writing, consulting, and coaching.

Lazetta was named one of Crain's New York Business Notable Black Leaders and Executives and one of the top 10 of Investopedia’s 100 Top Financial Advisors for three consecutive years. Lazetta's national media presence includes TV appearances on NBC, CNBC, and CheddarNews and mentions in the WSJ, NY Times, LA Times, and Black Enterprise.

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial servic... Show more

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management 💼 provides a strategic and well-rounded approach to navigating today's complex market conditions. I thrive on challenges 💪 and bring strong skills in team leadership 🧑‍🤝‍🧑, problem-solving 💡, and business development 💼 to every opportunity. From sales & trading📈 and real estate 🏠 to international trade 🤝, I've honed my adaptability 🔄 and time management skills ⏱️.
➡️ #Finance #InvestmentBanking #Trading #FinancialMarkets #Economics #InternationalTrade #MarketMaking #FinTech #Career #Networking #LetsConnect

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management ... Show more

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional customer experiences, leveraging her analytical background to ship complex B2B products that actually make difference.

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional cus... Show more

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include Everyone Program, Digital Impact Awards Africa, Women in FinTech Hackathon & Summit, 40 Days 40 FinTechs, and the Middle East and Africa Digital Transformation Summit, I have worked to empower women, youth, cross-border traders, and grassroots communities.
HiPipo’s work has been strengthened and blessed with a long-term partnership with the Gates Foundation and collaborations with high-impact partners such as COMESA, helping us drive interoperability, digital public infrastructure, and inclusive trade across the region. I was honoured to receive Uganda’s National Independence Medal from His Excellency the President of Uganda and to be named FinTech CEO of the Year 2024 & 2025 (MEA Awards) for this work. Alongside finance, I am also a filmmaker and entrepreneur, committed to building Africa’s digital, cultural, and economic future. I previously served as Co-chair of the Mojaloop Community Council for two terms!

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include E... Show more

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IPO companies. Today, he is the Managing Partner of Harley Capital LLC, an independent broker-dealer, and the Managing Member of Edge Partners LLC, which organizes Special Purpose Vehicles (SPVs) for accredited investors seeking access to late-stage private companies. His professional record includes exposure to various industries—technology, healthcare, energy, and consumer markets—and early involvement in companies such as Facebook, Databricks, and Anthropic.

Craig’s path began in New York, where he was born and raised, before pursuing his undergraduate education at the University of Hartford. Soon after completing his degree, he joined Lehman Brothers. Working at the firm placed him amid global financial activity, where he learned to evaluate risk, manage portfolios, and advise clients across diverse situations. While the environment was demanding and competitive, it also revealed to him the limitations of conventional financial instruments. He observed that not every client’s long-term goals could be met through traditional markets alone, which inspired him to look more closely at alternatives.

Guided by this insight, Craig established Harley Capital LLC. He aimed to create an independent, transparent, and long-term client service firm. Harley Capital grew into a boutique investment company, serving high-net-worth individuals, family offices, and trusts. Clients of Harley Capital benefit from carefully selected opportunities in areas such as private equity and pre-IPO investments, which are often beyond the reach of conventional investors. The firm emphasizes diversification, clear communication, and fiduciary responsibility as central to its mission.

Craig further extended his professional focus through Edge Partners LLC. At Edge Partners, he applies the SPV model to give accredited investors structured participation in pre-IPO and late-stage venture opportunities. Organized under a Delaware Series LLC, the firm is efficient and flexible while maintaining thorough due diligence. Edge Partners has prioritized investments in fields such as artificial intelligence, cybersecurity, robotics, and software, which are industries positioned for long-term growth. He oversees acquiring securities in private companies and holding them until liquidity events such as acquisitions or public offerings occur.

His approach to investing emphasizes three pillars: disciplined risk management, appropriate timing, and a long-term vision. Craig believes that successful outcomes require choosing companies with potential and structuring the investments to safeguard participants. His preference for SPVs reflects this philosophy, providing both access to growth and a framework that manages risk.

Beyond pre-IPO markets, Craig has been active in natural gas mineral funds, venture partnerships, hospitality REITs, and specialized financing. His involvement includes WhiteHawk Energy and investments in Outstanding Foods, Braemar Hotels and Resorts, Prospect Capital, and Urica Therapeutics. Each reflects his practice of assessing industries, market conditions, and company fundamentals before committing capital.

Craig has remained committed to philanthropy and community involvement outside his professional roles. He supports organizations such as Pink Aid and Fred’s Team, which fund cancer research and health initiatives. His contributions include both financial support and participation in awareness-building events.

Craig has lived with his wife in Westport, Connecticut, for over 25 years. He is a runner who has completed five marathons, including the New York Marathon. He also enjoys traveling and gaining perspective by engaging with different cultures and economies.

Balancing his career achievements with philanthropy and personal pursuits, Craig Bonn continues to follow a path that reflects dedication, long-term vision, and community engagement.

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IP... Show more

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity.
I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years.
I started out doing tech support for internet services, then worked as a systems auditor at PwC.
For 10 years, I led teams handling tech and operational risk management. My curiosity pushed me to explore other industries too — I took on cybersecurity roles, and then became IT Manager in the civil aviation sector in the public sphere, where I stayed for nearly six years.
Now I’m back to my first love — the financial world — and currently working as a CISO at a financial company.

And as a little "bonus track": I'm passionate about communication, so I went back to something I left hanging in my teens — in 2021, I graduated as a Professional Radio & TV Broadcaster from ETER School of Communication.

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity. I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years. ... Show more

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for leveraging advanced technologies to automate business processes, optimize workflows, and enable seamless digital transformation in the financial sector.

Sathish has successfully delivered end-to-end automation strategies across diverse markets, having worked extensively in both India and the United States. His unique global perspective empowers him to craft scalable, innovative solutions that bridge the gap between technology and business goals.
Prior to his current role, Sathish served as Senior Enterprise Architect, AVP at Citizens Financial Group, where he led enterprise-wide initiatives to integrate automation, improve operational efficiency, and enhance customer experiences. His leadership in driving strategic technology solutions resulted in significant business growth and elevated technological capabilities within the organization.

Currently, as an Expert Enterprise Architect at Discover Financial Services, Sathish is dedicated to pushing the boundaries of automation to transform banking operations. With a strong foundation in Computer Science, he specializes in creating advanced automation platforms that augment human potential, streamline complex business processes, and enable organizations to stay ahead in a rapidly evolving digital landscape.

Sathish is passionate about the future of automation, where he continues to lead industry evolution with forward-thinking technology solutions.

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for levera... Show more

He studied Software Engineering at the Vienna University of Technology.

Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering".

In recent years, he has been serving as Backend Chapter Lead and Architect at Erste Group, where he has contributed to building George, one of Europe’s leading online banking platforms.

He studied Software Engineering at the Vienna University of Technology. Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering... Show more

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results which confirmed what he had been trying to do all his life.

In 2003 Alistair and his wife decided that every year they would a) learn a new skill, b) do something new and c) go somewhere new. They are living proof that we can reclaim the natural agility we were born with.

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results whic... Show more

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss.

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss. Show more

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation.

Specializing in helping clients year-round in Palm Beach, The Hamptons, New York City, and the New Jersey coast, Erin utilizes her combined background in finance and construction to take an analytical and qualitative approach to amplifying clients’ return on investment.

With a background in commercial and luxury residential construction at her family’s 120+ year-old firm and certification as a LEED AP – New Construction, Erin understands how to optimize new development and intricate renovation using sustainable and architecturally-appropriate materials and methodology.

As a business news contributor, Erin is responsible for developing and translating real estate trend data into consumer and industry insights. She reports on monthly housing starts, new developments, rate changes and general industry trends for all major news outlets.

Erin is often interviewed by Fox Business News, CNBC, TODAY, CNN, NBC Nightly News, The Real Deal, Bloomberg, Mansion Global, Forbes, TechCrunch, and Inc. She holds an MBA from Pepperdine University and a Bachelor's in Finance and International Business from Villanova University.

Erin resides between Palm Beach, NYC & Longport, NJ and is deeply involved with the Historical Society of Palm Beach County, Opportunity, Inc., and the Southampton Hospital Foundation.

Follow Erin on Instagram and Twitter @SykesStyle

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation. Specializing in helping clients year... Show more

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. That was the girl, and as for SQL and Data the affair continues. Warren consults as a Data Engineer for Moyo Business Advisory and is a volunteer Lead for Johannesburg Data Platform. In his spare time he likes Mountain biking, Ice Skating, Offroad 4x4ing and Cleaning up Rivers

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. T... Show more

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally.

David is a leading investment professional and executive with close to a decade of experience, and has transacted millions of dollars in capital across different scope of business operations. His experience spans deal origination, execution, portfolio management, exits, business building, operations, board formation and management.

David was the CEO / Head, Investment Manager at Daxlinks Global LTD which he secured debt-equity in a bid to further her mission of making more and more people experience financial well-being through providing a wide range of financial service like credit facilities, savings, investments amongst others.

However, He is currently the Founder/CEO of Zeeh Africa, an open Banking API solution / KYC provider in a bid to ease on-boarding for fintech's and curtail fraud across the industry at large.

David's serial entrepreneurship and business savvy has been noticed by other investors, as well.

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally. David is a leading ... Show more

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal role in crafting robust and scalable platforms, ensuring the delivery of cutting-edge financial services that seamlessly blend innovation with security, fostering a culture of continuous improvement

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal rol... Show more

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves on the community council of sktime and is also an advisor at the German Centre for Open Source AI software.

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves o... Show more

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored to meet the needs of both individuals and businesses. Lance, a seasoned professional with decades of experience in the financial services industry, is also the author of the influential book *More Wealth, Less Taxes*, which was released in 2022. The book serves as a valuable resource, offering strategies to help individuals retain more of their earnings while efficiently building wealth for the future.

In 2009, Lance established Lighthouse Financial as a boutique firm with a clear mission: to assist high-income and high-net-worth individuals in achieving their financial aspirations. From the beginning, the firm set itself apart with a distinctive tagline, "Always on Watch," which reflects its commitment to vigilant and proactive financial management. A critical factor that has distinguished the firm under his leadership is its innovative approach to integrating tax-efficient strategies into investment planning, aimed at minimizing the tax burden on clients during their retirement years.

Belline earned the prestigious designation of Certified Financial Planner in 2002, underscoring his deep expertise and commitment to the field. Over the years, he has successfully passed numerous financial industry exams, including the Series 65 Uniform Investment Adviser Law Examination and the Series 7 General Securities Representative Examination, among others. These qualifications have equipped him with a broad and deep understanding of the financial landscape, enabling him to provide exceptional guidance to his clients.

As an author, Lance has a remarkable ability to demystify complex financial concepts, presenting them in a way that is accessible and relatable to a broad audience. In *More Wealth, Less Taxes*, he uses real-life examples and client stories to illustrate strategies for financial growth and tax efficiency. His passion for helping others achieve financial success is evident in his writing, as he imparts practical wisdom to empower individuals to build wealth, give generously, and navigate the financial pitfalls that can hinder their progress.

In *More Wealth, Less Taxes*, Belline introduces readers to the concept of managing wealth through three distinct categories: pre-tax money, after-tax money, and tax-free income, such as Roth IRAs and Roth 401(k)s. His approach emphasizes the importance of diversifying across these categories to influence future tax obligations, with the ultimate goal of achieving a zero tax rate on specific income streams. The book has been widely praised for its clarity and practicality, with readers expressing gratitude for his ability to make complex topics understandable and actionable.

Beyond the core content, R. Lance Belline's book provides a wealth of resources designed to support readers in their financial planning journey. These resources include tools like the Tax Facts at a Glance, Retirement Investment Flow Charts, and an Asset Organizer, all of which are aimed at helping individuals organize and optimize their financial strategies. Readers have lauded the book for its life-changing content, describing it as a powerful tool for anyone looking to secure their financial future with confidence and clarity.

Belline's book has received rave reviews, with one reader writing, "…this book hands down has helped me so much at such an early age to understand concepts and things that were so foreign to me and make them so relatable that I felt confident in my ability to make smarter decisions with my money." Another reader praised Lance's book for packing "a punch for anyone looking to take care of their financial future. The amount of life-changing content is at the next level."

Portfolio Website: https://lancebelline.net

Linkedin Company Profile: https://www.linkedin.com/in/lancebelline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored... Show more

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been a speaker at prominent events such as Devcom 2022, HIT Games Conference 2023, Gamescom Asia 2023, HITGames Conference 2024, PocketGamer Connects London 2024, and TechSummit 2024. In addition to his speaking engagements, he is the editor and author of "Five Point Friday," a weekly LinkedIn newsletter that highlights the top 5 fintech, payments, and tech stories of the week

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been... Show more

Commercial Background
With 4 years of experience in B2B sales to accounting offices, including a key sales leadership position at Visma e-conomic. Advising large accounting offices and groups/conglomerates in optimizing their business with digitalization and automation.
Educational Background:
Bachelor in Finance and Master of Science in economics and International Business

Commercial Background With 4 years of experience in B2B sales to accounting offices, including a key sales leadership position at Visma e-conomic. Advising large accounting offices and groups/conglomerates in optimizing their business with digitaliz... Show more