Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots economic development, Morgan became an advocate for impact investing, translating her studies into everyday life. After a few years of working for USAID contractors in Washington DC, Morgan followed her passion to New York City and joined her mother’s practice in 2012. Since then, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.

In addition to investment management, Morgan runs the Women and Wealth at Work program for the Newman Group – a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan and Cindy have presented to Fortune 500 companies, networking organizations and trade associations – reaching thousands of women at various points in their personal and professional lives.

Her passion for empowerment through education goes beyond her work as a financial advisor. She remains an active member of the Chi Omega Sorority and currently serves as an advisor to the chapter at her alma mater, Bucknell University. She served as President of the NYC Chi Omega Alumnae Chapter for three years and only left that role to create a new nonprofit organization, Chi Omega IGNITE, which creates lasting programs for high school girls in NYC to recognize and vocalize their unique strengths. She has also been an active volunteer for ORT America, a global education and vocational training organization; having recently served as Chair of the Young Professionals Committee, and as a member of both the Board of Directors and the Women’s American ORT Foundation.

Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband.

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots econ... Show more

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Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden.
GRENKE is a financial solution provider, offering services in more than 30 countries around the world.

His department aims to deliver business value through data and data related services and applications.
He has spent the last 20 years with data, databases, IT services and related infrastructure. Before that, he was a paramedic with the German Red Cross.

When he is not pretending to work, you will probably find him on his motorcycle, as far away from paved roads as possible.

Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden. GRENKE is a financial solution provider, offering services in more than 30 countries around the world. His department aims to deliver business value through data and ... Show more

A qualified CIMA Chartered Management Accountant and Microsoft Excel Expert I have been working in finance for over ten years. Initially working in accounting roles in the past few years I have moved in financial analysis using advanced Excel features and Power BI to analyse financial data and build financial models, accounts and budgets and forecasts.

A qualified CIMA Chartered Management Accountant and Microsoft Excel Expert I have been working in finance for over ten years. Initially working in accounting roles in the past few years I have moved in financial analysis using advanced Excel feature... Show more

Human and Man
EMBA in Business Engineering
Bachelor of Science

Human and Man EMBA in Business Engineering Bachelor of Science Show more

I am a software development leader with 10+ years of industry experience spanning Banking, Health, Aviation and Insurance domains. I began my career as a Software Automation Engineer in Test and transitioned into Software Development. Now, I lead teams, driven by my passion for helping developers grow.

I am a software development leader with 10+ years of industry experience spanning Banking, Health, Aviation and Insurance domains. I began my career as a Software Automation Engineer in Test and transitioned into Software Development. Now, I lead tea... Show more

Benjamin Peter is the Head of Data & Business Solutions/CTO at Bank Avera since September 2022. He has extensive experience in data science, data engineering and IT, having worked as a Lead Data Scientist at Bank Avera and as a Team Leader in Software Development at Glarner Kantonalbank, and a Senior Application Manager at finnova AG Bankware. He also lectures on Big Data, AI, and Applications Engineering at KV Luzern Berufsakademie. His expertise includes enterprise architecture, solution design, software development as well as leadership in various tech and banking roles.

Benjamin Peter initiated and led the development of the Finnova DWH Framework, now maintained by a dedicated team and used by 18 banks. He also created the EDWH Framework for Glarner Kantonalbank, later sold to Inventx for their Open Finance Platform. Additionally, he developed the Control Engine, a financial reporting tool, and established a pioneering Cloud Data Platform at Bank Avera using Microsoft Azure, which has been adopted as a model by other banks.

He is enthusiastic about technology and loves working with data. His career is fueled by an unwavering drive to seek out new challenges and opportunities, always ready to discover and embrace what lies ahead.

Benjamin Peter is the Head of Data & Business Solutions/CTO at Bank Avera since September 2022. He has extensive experience in data science, data engineering and IT, having worked as a Lead Data Scientist at Bank Avera and as a Team Leader in Softwar... Show more

Snehal carries overall 14+ years of diversifies work experience across industries, roles, functions and different types of organizations.
Her professional journey started as a Junior R&D Engineer in core electronics industry designing products based on sensors technology for Indian parliament and few of the premium pharmaceutical clients followed by handling process automation projects for Siemens, General Motors and Hindalco.
Since November 2010, she started working in Banking and Finance wearing different hats as Business Analyst, System Analyst, Data Analyst, Product Owner, Data Modeler across Investment Banking, Regulatory, Risk, Compliance, Wealth Management in close collaboration with Enterprise Data Management, Governance and Architecture functions.
She has been associated with organizations like Barclays, Credit Suisse, Deutsche Bank, HSBC and KPMG.

Snehal has a keen interest in Yogasana, Pranayams and is a great promoter of mindful eating habits that she believes are key to prioritize one's wellbeing. Snehal has been a zonal level singer and has profound interest in music, sand-art, painting and crafting.

Snehal carries overall 14+ years of diversifies work experience across industries, roles, functions and different types of organizations. Her professional journey started as a Junior R&D Engineer in core electronics industry designing products based... Show more

At RP Financial Services, Roger oversees business operations, leveraging his extensive industry experience and educational background to deliver exceptional results for clients. With over five years in the financial services sector, Roger brings a wealth of knowledge and expertise to his role.

He holds a Bachelor of Business Administration from the University of Mississippi (2012) and has been an Enrolled Agent by the IRS since 2018.

Prior to joining RP Financial Services, Roger honed his leadership skills as a manager for large and mid-sized corporations, where he oversaw teams, supply chains, and demand management.

Roger is passionate about helping others, a trait he discovered while assisting veterans during his college years. Additionally, he has been a Brazilian Jiu-Jitsu practitioner since 2008 and teaches self-defense to students in Broomfield, CO.

At RP Financial Services, Roger oversees business operations, leveraging his extensive industry experience and educational background to deliver exceptional results for clients. With over five years in the financial services sector, Roger brings a we... Show more

Omkhar Arasaratnam is the General Manager of the Open Source Security Foundation (OpenSSF). He is a veteran cybersecurity and technical risk management executive with more than 25 years of experience leading global organizations. Omkhar began his career as a strong supporter of open source software as a PPC64 maintainer for Gentoo and contributor to the Linux kernel, and that enthusiasm for OSS continues today. Before joining the OpenSSF, he led security and engineering organizations at financial and technology institutions, such as Google, JPMorgan Chase, Credit Suisse, Deutsche Bank, TD Bank Group, and IBM. As a seasoned technology leader, he has revolutionized the effectiveness of secure software engineering, compliance, and cybersecurity controls. He is also an accomplished author and has led contributions to many international standards. Omkhar is also a NYU Cyber Fellow Advisory Council member and a Senior Fellow with the NYU Center for Cybersecurity.

Omkhar Arasaratnam is the General Manager of the Open Source Security Foundation (OpenSSF). He is a veteran cybersecurity and technical risk management executive with more than 25 years of experience leading global organizations. Omkhar began his car... Show more

Ernesto Javier Armas Martínez es un estudiante de contabilidad y finanzas de 22 años, nacido en Cuba. Su interés por la informática lo llevó a cursar un año de ingeniería informática, pero luego decidió cambiar de carrera para dedicarse a su pasión por los números y las finanzas. En el 2022, descubrió el mundo del análisis de datos y la inteligencia de negocios a través de LinkedIn, y desde entonces se ha dedicado a investigar cómo aplicar estas herramientas en el ámbito contable y financiero bajo las condiciones de Cuba. Ernesto es un joven curioso, creativo y comprometido con su formación profesional.

Ernesto Javier Armas Martínez es un estudiante de contabilidad y finanzas de 22 años, nacido en Cuba. Su interés por la informática lo llevó a cursar un año de ingeniería informática, pero luego decidió cambiar de carrera para dedicarse a su pasión p... Show more

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research from the Israel Institute of Technology. During her career she’s held different analytics related roles in several companies, from algorithm developer and market analyst to head of analytics in the customer experience department and Principal Researcher today in Earnix.

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research... Show more

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% employee engagement rate. Justin earned an Executive Master’s of Technology Management from the University of Pennsylvania and the Wharton School. Throughout his career, Justin has launched new products and coached associates at all levels at multiple Fortune 500 banks and several FinTechs.

Justin is a highly skilled workshop facilitator and consultant, with a passion for human-centered design that he applies to improve all aspects of his coaching. For over five years, he taught and developed content for the "Creating Effective Presentations" workshop for Capital One.

With John Polk, Justin is on a mission to rid the world of poor presentations and empower leaders with the tools they need to communicate their ideas effectively. Justin teaches workshops and consults with corporations and individuals on a variety of topics, including presentations, communication and influence, people management, product management, and career transitions.

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% emp... Show more

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, she has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years including South Carolina Retirement System Investment Commission, National Futures Association, City of Modesto, CA and Cuyahoga County, OH. An inaugural alumnus of Ernst & Young, her audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies. As principal of Monica Houston CPAs, she shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. She is co-author of The Black Woman’s Business Bible & Workbook. Her passion for legacy building and generational living, as well as her innate understanding of finances, has afforded her the opportunity to positively influence the financial futures of countless families as a teacher, mentor, coach, author, advocate, and board member of financial literacy programs.
A consummate professional, Monica is committed to her work and serves as a beacon for such in her community. She serves on the Academic Executive Committee of the Association of International Certified Public Accountants (AICPA). She also serves on the Audit Committee for Delta Community Credit Union, Georgia’s largest credit union with 26 branch offices and over $6 Billion in assets. She further serves as a member of the Syracuse University Multicultural Advancement Council, an organization that supports and advocates for African American and Latino alumni and students as well as manages and raises funds for the $3M+ Our Time Has Come Scholarship endowment fund. In the spirit of establishing legacy, she recently committed to the endowment of the SU Black and Latino Accounting Scholarship Fund.

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the co... Show more

Licenciado en Administración de Emprensas con un postgrado en Inteligencia Artificial y Analítica Avanzada. Profesional con más de 20 años de experiencia en la administración de Organizaciones No Gubernamentales (ONG) y proyectos de cooperación financiados por diferentes agencias de cooperación.

Certificado como Microsoft Excel Expert 2019 -365, Excel Associate (Microsoft 365 Apps) y Microsoft Certified Trainer. Apasionado de los datos, solucionador de problemas de forma creativa aportando valor en áreas técnicas, administrativas, financieras y contables fomentando la gestión basada en información, fortaleciendo capacidades de miembros de equipos aplicando procesos de mejora continua a tareas cotidianas para garantizar el equilibrio vida – trabajo en colaboradores.

Licenciado en Administración de Emprensas con un postgrado en Inteligencia Artificial y Analítica Avanzada. Profesional con más de 20 años de experiencia en la administración de Organizaciones No Gubernamentales (ONG) y proyectos de cooperación finan... Show more

Ellen, who is Portfolio, Data and IT Reliability Manager, at Banco Itau, belongs to the Communities - Integrated Investment Service, Global Investments and Digital Assets, that's right, she leads the 3 cross themes in these communities.
Ellen is from Rio, conquered by São Paulo 18 years ago. Carolina's mother. She loves her family, her home, and has been making an effort to take better care of her health and diet. She loves traveling and putting together photo albums.

Ellen, who is Portfolio, Data and IT Reliability Manager, at Banco Itau, belongs to the Communities - Integrated Investment Service, Global Investments and Digital Assets, that's right, she leads the 3 cross themes in these communities. Ellen is fro... Show more

Dual PhD in Math & Computer Science. "Best Overseas Researched" (British Royal Society), "Top-20 Young Russian Mathematicians", and other awards from British, German and Swiss Research Foundations. Over 20 years in Data, Analytics and AI/ML areas. Built 9 AI/ML & Data platforms for large corporations as Data Science Director and a few startups as Founder. Successful crowdfunding experience, successful Dragons' Den ($500K offer from three Dragons). Proficient in Banking and Personal Finance Management areas.

Dual PhD in Math & Computer Science. "Best Overseas Researched" (British Royal Society), "Top-20 Young Russian Mathematicians", and other awards from British, German and Swiss Research Foundations. Over 20 years in Data, Analytics and AI/ML areas. Bu... Show more

As a financial coach, speaker, and author, Kayla Tenboer-Sipes, inspires people to create a vision for their future by turning their knowledge into actions that promote progress. In 2021, Kayla and her husband paid off $26,000 of debt in four and a half months. This experience taught Kayla the importance of having a vision for your future. Without that vision, you will never have the motivation to improve your life. To accomplish this great feat, Kayla took her financial knowledge and created healthy habits that aligned with her SMART goals. When Kayla isn't educating others on financial literacy, she likes to vacation at her cabin in Hayward, Wisconsin, with her husband, twin daughter and son, and two dogs.

As a financial coach, speaker, and author, Kayla Tenboer-Sipes, inspires people to create a vision for their future by turning their knowledge into actions that promote progress. In 2021, Kayla and her husband paid off $26,000 of debt in four and a h... Show more

I have the most fun baking sourdough bread and smoking meats. I've been directly involved in software engineering for 16+ years in various roles and industries, Banking being the most significant.

I'm a Value Stream Orchestrator at Sauce Labs with a team of wonderful coaches working with our leaders and teams. I work with Leadership at a Value Stream level, focusing on the whole system, not just Engineering.

I have the most fun baking sourdough bread and smoking meats. I've been directly involved in software engineering for 16+ years in various roles and industries, Banking being the most significant. I'm a Value Stream Orchestrator at Sauce Labs wit... Show more

Paul Fjelrad is the Chief Architect for Zuhlke UK. He has a vast breadth of knowledge and experience across the different architecture domains as well as across different industry sectors, particularly government, finance and energy. His skills and wealth of experience have led to him playing pivotal roles in nationally important programmes, including the Smart-meter Implementation Programme, the ONS Data-Access programme, and most recently contributing to establishing the Modernising Energy Data programme. Paul is the author of “The Struggle Continues” (Troubador, 2020), a contributor to several publications with his “Living With PTSD” articles, and a Mental Health First Aider.

Paul Fjelrad is the Chief Architect for Zuhlke UK. He has a vast breadth of knowledge and experience across the different architecture domains as well as across different industry sectors, particularly government, finance and energy. His skills and w... Show more

Martin holds a Master of Business Administration (MBA) from University of Ottawa since 2019.

Throughout Martin’s 25-year career, he led teams with a collaborative and continuous improvement mindset in the fields of banking, telecommunications, higher education, and manufacturing. He occupied various leadership roles within different organizations in IT infrastructure, cybersecurity and data management where he played a key role in the success of transformational mandates. He is currently leading the Master Data Management program with his colleague Maxime Clerk-Lamalice at National Bank of Canada.

In his spare time, Martin enjoys travelling through Europe, reading and practising martial arts. He has a stepdaughter whom he is guiding through the completion of her graduate degree in biomedical engineering.

Martin holds a Master of Business Administration (MBA) from University of Ottawa since 2019. Throughout Martin’s 25-year career, he led teams with a collaborative and continuous improvement mindset in the fields of banking, telecommunications, hig... Show more

Richard Iamunno, the Chief Executive Officer of Atlantic International Capital Digital Assets Group based in Boca Raton, Florida, is at the helm of a team of experts and agents dedicated to assisting companies in sourcing growth capital. His passion lies in helping high-net-worth individuals, including athletes, entertainers, and celebrities, diversify their investment portfolios with digital assets such as cryptocurrencies, non-fungible tokens (NFTs), and asset-supported tokens. With over 30 years of experience as a global boutique investment industry leader, Iamunno brings a wealth of knowledge and expertise to his role.

As the CEO of AIC, Iamunno's current areas of focus and expertise encompass several domains, including guiding businesses on blockchain technologies, banking, capital formation, and active tier 1 cryptocurrency trading. He assists individuals and organizations in creating a comprehensive game plan for conducting business using digital assets. Moreover, Iamunno is actively involved in expanding college athletic sponsorship opportunities, particularly for companies involved in the crypto space. Additionally, he offers traditional investment services and banking consulting to his clients.

Richard is driven by his desire to help individuals and companies navigate the rapidly evolving world of cryptocurrencies and leverage their transformative potential. He is excited about the new opportunities from investing in digital assets. Iamunno's expertise extends to mergers and acquisitions, investments, and raising growth capital.

Richard Iamunno, the Chief Executive Officer of Atlantic International Capital Digital Assets Group based in Boca Raton, Florida, is at the helm of a team of experts and agents dedicated to assisting companies in sourcing growth capital. His passion ... Show more

Josh Verne is a highly accomplished entrepreneur, investor, philanthropist, and business executive from Philadelphia, Pennsylvania. With a diverse range of experience spanning multiple industries, Verne has established himself as a prominent leader in merchandising distribution and Payments. Currently residing in Fort Lauderdale, Florida, Verne has dedicated his free time to nurturing young entrepreneurs and cherishing moments with his two teenage daughters. From a young age, Verne displayed an entrepreneurial spirit and a passion for business, guiding his remarkable career. Over nearly three decades, Verne has gained extensive expertise as a multi-channel business veteran. He has started, grown, and led numerous highly successful businesses in various sectors, including media, finance, manufacturing, and distribution. Furthermore, Verne's commitment to supporting underserved populations has become a cornerstone of his business ventures and philanthropic endeavors.

As a partner and Chief Commercial Officer at Juice Financial, headquartered in New York City, Verne continues to make a significant impact. Juice Financial, founded in 2016, is a leading financial technology company that enhances customer and employee experiences, enabling businesses to stay competitive in the evolving market. Verne has ventured into diverse areas throughout his career, including distribution and manufacturing, e-commerce and financial commerce, user-generated content licensing for brands, D2C virtual rent-to-own, and card issuance and payments. His versatility and adaptability have contributed to his success in navigating the ever-changing business landscape. Verne is deeply committed to giving back to the community outside his professional pursuits. He proudly supports charitable causes, including nonprofit organizations, Jewish causes, animal rights and care, and children's illnesses. Verne's philanthropic efforts reflect his desire to make a positive difference in the lives of others.

Josh Verne is a highly accomplished entrepreneur, investor, philanthropist, and business executive from Philadelphia, Pennsylvania. With a diverse range of experience spanning multiple industries, Verne has established himself as a prominent leader i... Show more

Security and agility enthusiat.

Security and agility enthusiat. Show more

Caner Sevinc is the Regulatory Counsel of Wirex and is responsible for Wirex’s global regulatory affairs, including compliance with the regulations and licensing requirements. Before joining Wirex, he was acting as lead legal counsel and company secretary for an FCA-regulated EMI, and advising start-ups on their regulatory compliance for more than 7 years.

Caner has been working in multiple jurisdictions, including England and Wales and Turkey and other European jurisdictions, holding multiple registrations in both commonwealth and civil law jurisdictions and has his LL.M. degree from Galatasaray University.

Caner Sevinc is the Regulatory Counsel of Wirex and is responsible for Wirex’s global regulatory affairs, including compliance with the regulations and licensing requirements. Before joining Wirex, he was acting as lead legal counsel and company secr... Show more

Financial Educator, Author, Keynote Speaker and former Talk Radio Host of “Solutions and Remedies” in Atlanta, GA

Rob is passionate about helping people set Financial Goals and Wealth Creating.

Financial Educator, Author, Keynote Speaker and former Talk Radio Host of “Solutions and Remedies” in Atlanta, GA Rob is passionate about helping people set Financial Goals and Wealth Creating. Show more

See LinkedIn profile

See LinkedIn profile Show more

Charlotte is the managing partner at Silver Penny Financial Planning, a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor ®

As an experienced investment advisor representative Charlotte serves as a financial coach for her clients, committed to helping them get to a point where they can stop worrying about their financial future. She works hard with her clients to simplify their financial lives, get their financial houses in order, and create a clear path to their retirement goals—whether retirement is right around the corner or in the distant future.

Charlotte is a summa cum laude graduate of North Carolina State University. Charlotte gives financial literacy education talks for youth through the Kennrod organization and local Atlanta schools. She is passionate about serving her local community and financially empowering females.

Charlotte was honored to be named to the Investopedia Top 100 Financial Advisors List in July 2022. This honor spotlights the country’s most engaged, influential, and educational advisors.1 Charlotte was honored to be named to Investment News’ 40 Under 40 in April 2019, based on data from 2018.This award highlights young talent in the financial advice industry and recognizes their accomplishments, contributions to the industry, leadership, and promise for the future.2

She holds the following registrations and professional designations: CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards, Inc., Chartered Retirement Planning Counselor from the College of Financial Planning, Investment Advisor Representative (series 65 Uniform Investment Advisor Law Exam), Series 7 Securities Representative Exam. Uniform Securities Agent (Series 63), Life, Health, and Annuity Insurance Agent.

Charlotte is a thought leader in the financial services industry, regularly speaking at conferences regarding increasing financial confidence, financial wellness, and understanding money. She is regularly quoted in the Wall Street Journal and other financial media and works to change industry messaging to make wealth management more approachable.

Charlotte lives with her husband and two active young sons in the Morningside neighborhood in Atlanta, GA. She is a passionate tennis player and sometimes yogi. She collects sand from every beach she visits around the world.

1The Investopedia Top 100 Financial Advisors is an independently granted award and is based on peer nomination, advisor engagement, influence, and commitment to financial education. Neither the advisor nor her parent firm pay a fee for the nomination or receipt of the award. No fee was paid for the right to reprint the award. The award was independently granted and membership in an organization was not required. Charlotte was initially nominated by a peer and then subsequently invited to submit an application. Working with an Investopedia 100 Top Financial Advisor is no guarantee of investment success.

2The Investment News 40 Under 40 is an independently granted award and is based on peer nomination, contributions to and leadership in the industry. Neither the advisor nor her parent firm pay a fee for the nomination or receipt of the award. A fee of $295 was paid for the right to reprint the award. Charlotte was nominated for this award by several colleagues. The award was independently granted and membership in an organization was not required. Working with an Investment News 40Under40 honoree is no guarantee of investment success.

Charlotte Geletka is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.Silver Penny Financial Planning is a marketing name for registered representatives of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-5468946-021523

Charlotte is the managing partner at Silver Penny Financial Planning, a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor ® As an experienced investment advisor representative Charlotte serves as a financial ... Show more

James is an experienced investor and entrepreneur in the digital assets space who founded DFG in 2015 and co-founded Jsquare in 2021. He is an early investor in companies like LedgerX, CoinList, and Circle. James is also an early investor and supporter of Polkadot and Kusama Network. In addition, he contributes substantially to the ecosystem through capital allocation, donations, and actively supporting the Parachain Auctions.

James is an experienced investor and entrepreneur in the digital assets space who founded DFG in 2015 and co-founded Jsquare in 2021. He is an early investor in companies like LedgerX, CoinList, and Circle. James is also an early investor and support... Show more

Rami Alame [Akylles] is a Financial Services Lawyer, with an LLM in Financial Services Law from New York Law School. After working in Private Practice with Cadwalader LLP in Downtown Manhattan until 2016, Rami shifted careers to launch his Law Firm dedicated to startups. In 2018, after noticing a lot of redundancy in Contract drafting, the Law firm was transformed into a Digital Law Firm called Lexyom. Lexyom raised capital from 500 Startups in San Francisco [Batch 23] and scaled internationally. In 2021, Rami started getting heavily involved in NFTs joining Veefriends Series 1, then Azuki, and MAYC. Advised many Web3 Projects including Isekai Meta [Ongoing]. He organizes the Kudos Show, A Web3 dedicated space on Twitter. In a Nutshell, an entrepreneur, passionate about NFTs & web3.

Rami Alame [Akylles] is a Financial Services Lawyer, with an LLM in Financial Services Law from New York Law School. After working in Private Practice with Cadwalader LLP in Downtown Manhattan until 2016, Rami shifted careers to launch his Law Firm d... Show more