Visionary CTPO who led teams across Amazon, Yahoo, Oracle and have held leadership roles at Walmart, Indeed, Coupang etc Currently CTPO with Actionable Analytics a TaaS firm leveraging Gen AI, cloud, data to provide exceptional CX to enterprises across the world. Focus on eCom, FinTech, Telco, AdTech, EdTech and HealthTech

Visionary CTPO who led teams across Amazon, Yahoo, Oracle and have held leadership roles at Walmart, Indeed, Coupang etc Currently CTPO with Actionable Analytics a TaaS firm leveraging Gen AI, cloud, data to provide exceptional CX to enterprises acro... Show more

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how financial strategy connects to real-world performance. His background includes responsibilities in both hedge funds and public companies, allowing him to approach decisions with balance and clarity. Through every stage, he has focused on steady progress and responsible management.

He started his career as an analyst, where he gained valuable experience in studying companies, assets, and market cycles. In these early roles, he learned how to evaluate financial data, forecast potential results, and assess business risks. Those lessons shaped his careful and structured way of thinking about investments. His time in these positions provided him with the tools to interpret economic patterns and enhance his ability to make informed, disciplined decisions in complex environments.

Matthew advanced into senior research and portfolio management roles within established investment firms. His work focused on the industrial and energy sectors, where changing market trends demanded thoughtful analysis. By concentrating on the relationships between cyclical and long-term market forces, he refined an approach that valued consistent research and sound judgment. His contributions supported institutional portfolios managing significant assets, where he maintained an emphasis on careful evaluation, long-term focus, and risk control in rapidly evolving markets.

He carried those principles into his own firm when he founded Deep Basin Capital. As Managing Partner and Chief Investment Officer, he created a strategy that combined detailed industry analysis with teamwork and structured processes. Matthew led efforts in recruiting, technology development, and investment execution, prioritizing investor trust at every step. Under his guidance, the firm grew and ultimately completed its operations successfully, reflecting his commitment to disciplined leadership and long-term value creation.

He later extended his experience into the public company space, serving as both a board member and Chief Financial Officer for a merchant power and data center operator. In this capacity, he managed financial reporting, operational planning, and asset oversight during a period of organizational challenge. His steady leadership supported financial recovery, strategic development, and a sale that provided strong results for stakeholders. The experience strengthened his understanding of governance and operational responsibility.

Matthew J Smith continues to value community involvement alongside professional work. He founded a food drive that helps families in need and has sustained the initiative over several years with consistent local support. Outside of his career, he enjoys sports, outdoor activities, and creative projects that balance his demanding professional life. His outlook combines financial understanding, operational discipline, and a genuine commitment to steady improvement. He remains focused on making meaningful contributions to both his field and the community.

Matthew J Smith has built a professional path centered on investment leadership and operational experience across the energy, power, and data center industries. With nearly twenty years of work, he has developed a practical understanding of how finan... Show more

Ram Ghadiyaram is a seasoned Data Analytics & AI professional, mentor, and innovator with over 20 years of extensive software engineering experience in Big Data, Analytics, and Fintech. He has led major data initiatives at global financial institutions, consistently delivering transformative solutions that harness the power of large-scale data processing. Ram’s technical acumen is highlighted by his recognition as an Apache Spark , Scala Gold Badge award, reflecting his deep expertise in distributed computing and high-performance analytics. He also holds multiple gold badges on Stack Overflow, underscoring his commitment to technical excellence and community-driven knowledge sharing. Driven by curiosity and a passion for innovation, Ram continues to shape the future of Data engineering and AI in the financial sector and beyond.

Ram Ghadiyaram is a seasoned Data Analytics & AI professional, mentor, and innovator with over 20 years of extensive software engineering experience in Big Data, Analytics, and Fintech. He has led major data initiatives at global financial institutio... Show more

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

She also runs the 'Ask a CPA' community: a non-judgmental, safe space for bookkeepers who want to learn more about preparing tax-ready books, collaborating with CPAs, booking complex accounting transactions, and breaking into advisory services.

Named one of the Top 10 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and 60’s go-go dancer!

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer and passionate about solving complex emerging finance, digital payment, identity and payment product problems using scalable, secure, future-proof and innovative approach. Vijay also led multiple EMVCo, eCommerce, Mobile SE/HCE Payments technology initiatives as lead architect and engineer. Vijay has worked on large industry led financial services & payments technology integration projects including Apple Pay, Google Pay, Samsung Pay, Click to Pay and FDX Open Banking integrations, Pay with Rewards, Contactless Mass Transit acceptance etc.

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer... Show more

Hi, I’m Naki Dejo, a Technical Lead at BCP with over six years of experience building high-transaction distributed systems in the financial sector. I specialize in Java development and have also worked as a Solutions Architect and Scrum Master, leading both legacy and modern projects, including large-scale technology migrations and the development of critical enterprise components.

I am currently focused on integrating artificial intelligence and cloud technologies into scalable, inclusive software solutions. I am passionate about creating systems that not only perform at enterprise scale but also promote accessibility, fairness and long-term sustainability.

Hi, I’m Naki Dejo, a Technical Lead at BCP with over six years of experience building high-transaction distributed systems in the financial sector. I specialize in Java development and have also worked as a Solutions Architect and Scrum Master, leadi... Show more

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solutions and pipelines. With a strong background in mathematics and computer science, Mirabror challenges himself in solving complex engineering problems.

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solu... Show more

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles.

Recently, Alex was included in the Top 100 Leaders @ CTO Craft, shaping the future of technology.

Alex is an AI-driven CTO focused on building scalable, high-impact products and empowering elite engineering teams.
He turns visionary ideas into global technology platforms that raise the bar for performance, innovation, and customer experience.

His extensive experience includes:

15+ years building and leading development teams
10+ years in startup environments
Managed 100+ FTE teams

Solid expertise in AI, GenAI, ML, SaaS, Insurtech, Healthcare and Fintech.

Alex is passionate about mentorship, eagerly sharing his leadership and architectural knowledge.

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles. Recently, Alex was included in the Top 100 Leaders @ CTO Craf... Show more

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microsoft’s global ecosystem—helping businesses simplify payments and scale smarter.

Leslie’s sessions blend real-world insights with relatable energy, turning complex financial topics like fraud prevention, cash flow optimization, AP automation, and workflow efficiency into engaging, actionable discussions. Audiences walk away inspired, informed, and ready to rethink what modern financial operations can be.

When she’s not sparking collaboration across the Microsoft ecosystem, you’ll find Leslie in Fort Collins, Colorado, chasing her three kids, mountain views, and the next great cup of coffee.

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microso... Show more

Samia leads the pre sales and delivery of large scale and complex security projects across a diverse portfolio of financial services clients. Samia is passionate about encouraging people from diverse backgrounds into technology careers. She does this by providing mentoring sessions, guest lectures to university courses and helping to lead D&I initiatives.

Samia leads the pre sales and delivery of large scale and complex security projects across a diverse portfolio of financial services clients. Samia is passionate about encouraging people from diverse backgrounds into technology careers. She does this... Show more

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Committed to community engagement, he actively mentors early-career cybersecurity professionals, judges prestigious tech awards, peer-reviews academic research, and contributes to tech-for-good initiatives with nonprofit organizations. He currently leads cloud security efforts at JPMorganChase, driving robust solutions to support the firm’s ongoing growth.

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Com... Show more

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

Gabriel Yomi Dabiri is a finance attorney based in the United States who focuses his practice on private credit and direct lending matters. He currently serves in a global leadership capacity at his law firm, advising clients on domestic and cross-border finance transactions, restructurings, and special situations. His work reflects a steady, measured approach, centered on clear communication, careful analysis, and an understanding of how legal decisions affect broader business objectives in complex, often time-sensitive financial matters.

Gabriel has developed broad experience across a wide range of financing structures, including senior, mezzanine, and subordinated debt, as well as unitranche and multi-lien arrangements. His practice also includes cash flow lending, asset-based facilities, subscription lines, distressed debt, debtor-in-possession financings, and real estate-related structures. This breadth allows him to assist lenders, sponsors, and borrowers in both routine transactions and more complex financings that require disciplined judgment and close attention to market terms.

Gabriel dedicates a significant portion of his work to expanding and strengthening a global private credit and direct lending platform. He regularly advises on intercreditor negotiations, subordination arrangements, and restructuring matters that require practical solutions rather than abstract theory. His approach is grounded in understanding client priorities and risk tolerance, allowing him to help structure outcomes that are commercially realistic while remaining legally sound in challenging and evolving market conditions.

Gabriel Yomi Dabiri brings an international perspective shaped by years of living and working across major financial centers worldwide. He is admitted to practice law in the United States and England and Wales, enabling him to advise on transactions governed by different legal systems. This dual qualification supports his work on cross-border financings and multi-jurisdictional structures, helping clients manage complexity while maintaining consistency and efficiency across jurisdictions.

Gabriel began his legal career with training at an international law firm, where he worked across several offices and developed a strong foundation in banking and finance. He later joined another global firm as an associate, where he gained deeper exposure to private credit transactions and secured his first significant client in that space during his mid-level years. He then moved to another firm to further build his private credit practice and technical expertise.

Gabriel later accepted an opportunity to establish a private credit and cross-border finance practice at a national firm, while also serving as managing partner of its New York office. During his leadership tenure, the office experienced substantial growth in personnel and operations, eventually requiring expansion into additional space. He was actively involved in planning and development efforts, reflecting his belief that strong legal practices depend on thoughtful leadership and sustainable growth.

Gabriel Yomi Dabiri holds an academic background that combines economics, political science, and law, reflecting an early interest in the interaction between financial markets and legal systems. This education supports his ability to assess transactions from both legal and economic perspectives, particularly in matters involving layered capital structures or competing stakeholder interests. His training enables him to engage thoughtfully with complex issues and provide guidance that is grounded and well-reasoned.

Gabriel is also committed to contributing beyond his legal practice through philanthropy, volunteer service, and mentorship. He has served in governance and advisory roles for organizations focused on economic empowerment and has volunteered his legal skills in support of health-related initiatives. In addition, he mentors professionals and participates in knowledge-sharing efforts within the legal community, aiming to support responsible practice and long-term professional development.

Gabriel Yomi Dabiri is a finance attorney based in the United States who focuses his practice on private credit and direct lending matters. He currently serves in a global leadership capacity at his law firm, advising clients on domestic and cross-bo... 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

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

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

Data Science professional with 8+ years of experience applying graph databases to solve complex business challenges. As Co-Founder and CTO of ClearPic.ai, I develop tools that map business relationships in Central Asia and the Caspian region, helping clients uncover hidden connections and compliance risks. My background combines data science with practical financial intelligence - from Deloitte and PwC to leading R&D at Urus Advisory where I specialized in high-risk market analysis. My passion is making complex data speak through network visualization.

Data Science professional with 8+ years of experience applying graph databases to solve complex business challenges. As Co-Founder and CTO of ClearPic.ai, I develop tools that map business relationships in Central Asia and the Caspian region, helping... Show more

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, where I helped build the pricing model from scratch and supported the company’s expansion into new geographies. I started my career as a Data Scientist at McKinsey, working on a wide range of analytical problems in both private and public sectors. With a strong foundation in mathematics from Lomonosov Moscow State University, I specialize in leveraging graph-based computation, real-time analytics, and system-level experimentation to solve complex challenges across finance, business, and technology.

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, wh... Show more

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity, and developer productivity, with a strong focus on building reliable, high-impact backend and platform solutions used at enterprise scale.

Beyond his role at eBay, Saurabh is an active open-source innovator and contributor in the AI and security ecosystem. He leads and contributes to multiple open-source initiatives focused on secure AI infrastructure, Model Context Protocol (MCP) security, and developer tooling frameworks that improve how engineering teams analyze, secure, and scale modern software systems.

He regularly serves as a judge, reviewer, and mentor for global startup showcases, hackathons, and technical communities, and collaborates with industry experts across open-source, cybersecurity, and AI ecosystems. His work emphasizes practical security, real-world AI system design, and high-leverage developer productivity.

As a speaker, Saurabh presents on topics including AI system architecture, secure open-source frameworks, backend scalability, developer tooling, and emerging risks in modern AI and cloud platforms—bridging deep engineering with real-world industry application.

Saurabh Yergattikar is an Engineering Leader at eBay with over a ~14 Years of experience building large-scale backend platforms and mission-critical financial and commerce systems. His work spans distributed systems, AI infrastructure, cybersecurity,... Show more

A globally respected Chartered Accountant with 35+ years of experience, Raman Aggarwal has been at the forefront of accounting, tax, legal, and cross-border advisory for clients globally. His vision goes beyond efficiency, aiming to make offshore accounting truly transformative.

He leads with clarity, compassion, and conviction, creating solutions that help businesses elevate. At Indian Muneem, his focus remains steadfast: driving innovation, delivering impact, and creating a legacy that empowers growth on a global scale.

A globally respected Chartered Accountant with 35+ years of experience, Raman Aggarwal has been at the forefront of accounting, tax, legal, and cross-border advisory for clients globally. His vision goes beyond efficiency, aiming to make offshore acc... Show more

Vivaldo Cândido é Engenheiro Informático e Especialista em Desenvolvimento de Soluções Tecnológicas, reconhecido pela sua capacidade de transformar desafios complexos em soluções digitais inovadoras. Actua como Responsável pelo Departamento de IT da Mwango Brain, onde lidera iniciativas de modernização tecnológica, integração de plataformas e transformação digital orientada a resultados.

Paralelamente, desempenha funções como Técnico de Análise e Desenvolvimento de Soluções na Unitel, contribuindo para a construção de sistemas de grande escala e processos críticos que sustentam milhões de utilizadores a nível nacional.

Scrum Master certificado e Especialista em Jira, Vivaldo domina metodologias ágeis, gestão de processos, modelação empresarial e frameworks modernas de produtividade. É igualmente formado em BPM e BPMN, reforçando a sua capacidade de alinhar tecnologia, processos e estratégia organizacional.

Recentemente, consolidou o seu posicionamento no panorama tecnológico global através da certificação Advanced Digital Transformation & AI, fortalecendo a sua competência na aplicação de inteligência artificial em projectos corporativos. Participou também no Function1, um dos eventos mais avançados de AI e inovação tecnológica realizado no Dubai, onde teve contacto direto com líderes mundiais, tendências emergentes e práticas de ponta em AI/ML.

Nos últimos anos, tem aprofundado o seu foco em componentes de Inteligência Artificial e Machine Learning, integrando estas tecnologias nos seus projectos, nos seus estudos e na sua visão de futuro para o ecossistema digital angolano.

Além da sua vertente técnica, é Educador Financeiro, Investidor e Empreendedor, dedicando-se a promover literacia financeira, autonomia económica e mentalidade de crescimento entre jovens profissionais. A sua abordagem multidisciplinar faz dele uma das vozes mais influentes na interseção entre tecnologia, inovação, negócios e desenvolvimento humano em Angola.

Vivaldo Cândido é Engenheiro Informático e Especialista em Desenvolvimento de Soluções Tecnológicas, reconhecido pela sua capacidade de transformar desafios complexos em soluções digitais inovadoras. Actua como Responsável pelo Departamento de IT da ... Show more

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in regional cyber communities, Avira also shares insights through workshops and career talks on threat landscapes and security automation.

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active ... Show more

Alon Schlesinger is a globally experienced executive with over 25 years of demonstrated international business history.
His background spans via the private sector business, from startups to Fortune 100 companies as well as governmental background as Advisor to V. Prime Minister.

Mr. Schlesinger expertise spans various regions including EU, ME and Asia having lived there for 10 years with proven achievements. He operates in the High-Tech and Investment sectors as well as Infrastructure & international projects.
He has previous experience from in the Aviation sector as commercial pilot and high-tech related activities in the sector.

Alon's expertise is in technology investments, Innovation adoption for companies, and strategic global cooperation.

Alon Schlesinger is a globally experienced executive with over 25 years of demonstrated international business history. His background spans via the private sector business, from startups to Fortune 100 companies as well as governmental background ... Show more

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

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

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world.
He is the founder and managing director of GK EPM an Oracle specialist consultancy.
Ed has experience running finance teams, managing large IT projects and delivering for the best Oracle partners.

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world. He is the founder and managing director of GK EPM an Oracle specialist consultancy. Ed has experience runn... Show more

V. Sreenivas is the CTO of CyberDefend, where he leads work at the intersection of cybersecurity, open source, and AI-driven tooling. His focus spans supply-chain security, eBPF-based integrity systems, and emerging questions around model-generated code. He speaks frequently on how modern security and developer workflows are changing and his current work explores how organizations can build trust, clarity, and resilience in an AI-shaped software ecosystem.

V. Sreenivas is the CTO of CyberDefend, where he leads work at the intersection of cybersecurity, open source, and AI-driven tooling. His focus spans supply-chain security, eBPF-based integrity systems, and emerging questions around model-generated c... Show more

Head of Wealth Planning - SGPB Europe https://www.linkedin.com/in/frederic-valentin-ab313920 | Member of Cercle des Fiscalistes (https://www.lecercledesfiscalistes.com) | Member of the IACF - Institute of Tax Lawyers https://www.iacf.fr | Membre of Estate Planning Skill Group (https://epsg.international/fr/)

Head of Wealth Planning - SGPB Europe https://www.linkedin.com/in/frederic-valentin-ab313920 | Member of Cercle des Fiscalistes (https://www.lecercledesfiscalistes.com) | Member of the IACF - Institute of Tax Lawyers https://www.iacf.fr | Membre of E... 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