Tim Neumann is a Senior Consultant for UMS Consulting and transformation practitioner with a strong focus on Business–IT alignment, portfolio management, and value‑driven ways of working.
Over the past years, Tim has worked with banks and insurance companies across Europe, supporting large‑scale digital, AI, and organisational transformations at the intersection of strategy, execution, and culture. His work centres on one recurring question: how organisations can stop optimising for busyness and instead organise around real business outcomes.
Tim combines hands‑on experience in scaled agile environments, portfolio and flow management, and process excellence with a strong appreciation for data‑informed decision‑making and human‑centred change. He has led and supported transformation projects in highly regulated environments.
He is a SAFe 6.0 Practice Consultant (SPC) and a Sooner Safer Happier Advocate 2026, actively promoting outcome‑oriented leadership, transparency, and sustainable ways of working. His approach is pragmatic and experience‑driven rather than framework‑centric, shaped by what actually works in complex organisations, and what doesn’t.
Tim regularly designs and delivers trainings, executive workshops, and simulations on topics such as portfolio steering, flow, and digital transformation. He believes that meaningful change happens when strategy, structure, and everyday work are finally aligned.

Tim Neumann is a Senior Consultant for UMS Consulting and transformation practitioner with a strong focus on Business–IT alignment, portfolio management, and value‑driven ways of working. Over the past years, Tim has worked with banks and insurance ... Show more

Results-driven technology professional with experience across hospitality tech, SaaS product engineering, and enterprise financial systems. I thrive in complex environments where solving operational challenges and building scalable, reliable systems drives real business impact.

My career began in hospitality technology, where I progressed from integrating global clients onto a SaaS platform to owning the product lifecycle and delivering high-impact features at scale. I supported deployments across 1,100+ properties in diverse markets and led a 27-member team, fostering a culture of collaboration, accountability, and continuous improvement - all while enhancing guest experience and operational efficiency.

Today, I’m a Production Engineer at Bank of America, supporting the Enterprise Risk & Finance Technology organization. My work focuses on the stability, resilience, and continuous improvement of mission-critical systems that power risk, finance, and regulatory functions at enterprise scale.

I’m most energized at the intersection of technology and business strategy - where reliability, scale, and user impact come together. I value ownership, continuous learning, and delivering outcomes that matter.

Open to connecting with professionals across technology, product, data, and financial systems.

Results-driven technology professional with experience across hospitality tech, SaaS product engineering, and enterprise financial systems. I thrive in complex environments where solving operational challenges and building scalable, reliable systems ... Show more

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasekhara has spearheaded numerous end-to-end SAP implementation and rollout projects, delivering innovative financial solutions for global organizations.
His expertise encompasses a wide range of SAP functionalities, including New General Ledger, Accounts Payable/Receivable, Asset Accounting, Bank Communication Management, and Cash & Liquidity Forecasting. Rajasekhara has also led strategic initiatives in data migration, leveraging tools like the SAP Migration Cockpit and LSMW to ensure seamless transitions from legacy systems. He is proficient in integrating SAP with other enterprise systems, optimizing workflows, and addressing complex business challenges with tailored solutions.
Rajasekhara has a proven track record of delivering impactful results, such as enhancing cash flow visibility through advanced forecasting models and reducing manual interventions by automating SAP business processes. His technical acumen is complemented by strong analytical skills and a collaborative approach to stakeholder engagement, ensuring alignment between technical deliverables and business goals.
A dedicated mentor and trainer, he has conducted comprehensive training sessions for SMEs and business users, empowering teams to harness the full potential of SAP systems. Rajasekhara holds an MS in Information Technology from Southern New Hampshire University and certifications in cost and management accounting. His blend of technical expertise, strategic vision, and leadership makes him a sought-after speaker for SAP and finance-related conferences.

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasek... Show more

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products including RMBS, CMBS, ABS, and CLOs.

With over a decade of experience in enterprise data systems, Deepak specializes in building cloud-native, high-performance analytics solutions using modern data platforms, distributed computing, and AI/ML techniques. His work focuses on explainable analytics, scalable data pipelines, and applying AI responsibly in financial and enterprise decision systems.

Deepak has hands-on experience across the full lifecycle of data products—from ingestion and modeling to advanced analytics, visualization, and production deployment. He actively works with technologies such as Python, Spark, SQL, cloud platforms, and modern AI/LLM frameworks to solve real-world business problems.

In addition to his industry role, Deepak is an active contributor to technical communities through conference submissions, research-oriented writing, and mentoring. His speaking interests include applied AI, data engineering at scale, explainable machine learning, and the intersection of AI and finance.

He is passionate about sharing practical insights that help organizations move from experimental AI to reliable, production-ready systems.

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products inc... Show more

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education.

One of my favourite mantras is, "I build production-ready AI models", and that's because I get that itch when I see models sitting pretty in a repository; I always take the extra step to put them on the web. I am a proactive individual, and that much is evident in my commitment to continuous learning, and my strong work ethic.

Some might think of me as a Jack-of-all-trades, but I believe it's all a matter of perspective. I bring a creative flair to every project that I work on. I also write blogs (https://medium.com/@ifeoluwaoduwaiye), articles, research papers, and whitepapers, including this very bio that you're reading. If that didn't do me justice, shoot me an email, let’s have a chat.

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education. One of my favourite mantras... Show more

Umesh Rawat is a senior technology leader with 22+ years of experience building large-scale enterprise systems across financial technology, data integration, workflow orchestration, and operational platforms.

His work focuses on enterprise architecture, intelligent automation, and modern data systems, with particular interest in applying AI responsibly within complex, high-stakes environments.

As a speaker, Umesh shares practical insights on AI, enterprise systems, data platforms, architecture, and the future of intelligent operations.

Umesh Rawat is a senior technology leader with 22+ years of experience building large-scale enterprise systems across financial technology, data integration, workflow orchestration, and operational platforms. His work focuses on enterprise archite... Show more

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system modernization, and hybrid ETL/ELT architectures that bridge traditional platforms with modern cloud technologies.

I specialize in cloud data warehousing, data quality frameworks, and building analytics-ready pipelines using tools such as Snowflake, DBT, and enterprise ETL platforms. In my role, I regularly review system architecture, data integrity, and real-world feasibility of technical solutions, which allows me to bring an execution-focused, practical perspective to both speaking and judging engagements.

I enjoy working with builders and teams to help transform ideas into reliable, impactful solutions and actively contribute as a judge, technical reviewer, and mentor in hackathons and innovation programs focused on real-world problem solving.

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system moderniz... Show more

Stefan is on a mission to take the pain and risk out of B2B e-invoicing, transforming dry legal mandates into sleek, scalable enterprise architecture. Backed by over 15 years as a Software Architect and Senior Lead Developer, his approach bridges the gap between strategy and execution. He isn’t just a conceptual designer, but a hands-on builder of complex systems. Prior to his current focus, industry leaders in FinTech, logistics, and aerospace relied on his architectural decisions to build mission-critical, highly scalable platforms. Now, on stage, Stefan shows tech leaders and decision-makers how to integrate clunky e-invoicing standards into existing ERPs elegantly, future-proof, and without the compliance headaches.

Stefan is on a mission to take the pain and risk out of B2B e-invoicing, transforming dry legal mandates into sleek, scalable enterprise architecture. Backed by over 15 years as a Software Architect and Senior Lead Developer, his approach bridges th... Show more

As an ISTQB Certified QA Professional with 8 years in fintech and entertainment, I champion diversity in tech. Passionate about tackling bias in software development, I led a project recognized as Best Women-Led Project at a Vista Equity hackathon. With dual Master's degrees, I'm dedicated to innovation. Actively volunteering, I mentor aspiring women and non-binary individuals. Eager to give back to the community, I'm excited about Oredev which I have previously attended with Pink.

As an ISTQB Certified QA Professional with 8 years in fintech and entertainment, I champion diversity in tech. Passionate about tackling bias in software development, I led a project recognized as Best Women-Led Project at a Vista Equity hackathon. W... Show more

In the software development since 1990s
Always like to explore new technologies
Was professionally teaching managerial information systems to post grad students
Working in investment/wealth management company since 20 years
Love to discuss any technological things to improve work/life

In the software development since 1990s Always like to explore new technologies Was professionally teaching managerial information systems to post grad students Working in investment/wealth management company since 20 years Love to discuss any te... Show more

Hassan is a PhD researcher in Economics and Finance at Cranfield University School of Management, with a strong background in Development Economics and International Development. He holds a BSc (Hons) in Applied Accounting (2.1) from the Institute of Public Administration and Management (IPAM), University of Sierra Leone, and an MSc in International Finance and Economics from Canterbury Christ Church University, UK.

With over 10 years of experience, including more than eight years in advisory roles, Hassan has worked extensively in International Development, Research and Policy, and Development Programme Management across Africa and Europe. He has held both permanent and consultancy positions with leading organizations such as the World Food Programme, United Nations Development Programme, European Commission, European Central Bank, and the World Bank Group.

His work in Africa has focused on Sustainable Development, Host Government Support, Emergency Operations, and designing programme interventions that drive meaningful outcomes.

Hassan is a Certified PRINCE2® Project Management Professional and a member of the American Finance Association and the London Fiscal Institute.

Hassan is a PhD researcher in Economics and Finance at Cranfield University School of Management, with a strong background in Development Economics and International Development. He holds a BSc (Hons) in Applied Accounting (2.1) from the Institute of... Show more

Aspen Ambrose a Senior Data Analyst with 10+ years of experience helping organizations turn complex data into clarity, confidence, and informed decision‑making. Aspen’s work focuses on bridging the gap between data and strategy—ensuring insights are not only accurate, but usable. Aspen has a variety of experience in analytics, supporting initiatives such as enterprise reporting and visualization, risk analysis, and operational insights. These experiences shape a practical, real‑world perspective on the topic being discussed today. In her most recent work, Aspen supports analytic initiatives at First Citizens Bank to make informed decisions, improve performance, and drive meaningful outcomes. Based in Raleigh, North Carolina, Aspen brings prior experience in Audit, project management, and account management, through other organizations such as iconectiv and JetBlue allowing her to approach analytics through both a technical and business lens. Outside of day‑to‑day work, Aspen is actively involved in local philanthropy work, sitting on the boards of the Apex Public School Foundation and the Apex Culture and Arts Advisory Board, as well as working in the local food bank and angel tree programs reinforcing a passion for giving back to the community.

Aspen Ambrose a Senior Data Analyst with 10+ years of experience helping organizations turn complex data into clarity, confidence, and informed decision‑making. Aspen’s work focuses on bridging the gap between data and strategy—ensuring insights are ... Show more

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, modernizing mission-critical platforms across the fintech, e-commerce, and healthcare sectors.

Currently serving as a Senior Manager of Software Development and Engineering Lead at Charles Schwab, USA, his expertise spans cloud-native distributed systems design and orchestration, including microservices, event-driven architectures, and intelligent automation.

A Senior Member of IEEE and a Fellow of BCS and IET, he actively contributes to the global technology community as a research paper reviewer, keynote speaker, hackathon judge, and mentor. Passionate about innovation, he drives engineering excellence, enterprise integration, and automation-led development. In addition to his technical leadership, he volunteers with IEEE committees and serves as a professional assessor and thought leader, helping shape the next generation of engineers and intelligent digital solutions.

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, moder... Show more

Christopher has over twenty years of experience in payments, with deep exposure to how merchants, processors, and platforms navigate fraud, risk, and compliance requirements. He also spent five years building a startup focused on improving how merchants achieve and maintain PCI compliance, gaining firsthand experience with both the technical and operational challenges of regulated environments.

Although that company did not succeed, the time spent building it provided direct insight into how compliance frameworks work in practice and where they fail under real-world conditions.

Christopher now works in workforce and staffing operations at Express Employment Professionals, where documentation, verification, and trust directly impact hiring decisions, reimbursements, and employee outcomes. His perspective is grounded in practical experience across payments, compliance, and workforce systems rather than academic theory.

Christopher has over twenty years of experience in payments, with deep exposure to how merchants, processors, and platforms navigate fraud, risk, and compliance requirements. He also spent five years building a startup focused on improving how mercha... Show more

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017.
With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies.
At NEARSOFT, Pedro Camacho merges technical expertise with strategic foresight, focusing on accessible, transformative banking solutions.
Pedro Camacho is committed to fostering collaboration and advancing global financial empowerment.

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017. With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies. At N... Show more

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interest in understanding where sophisticated methods actually help, and more importantly, where they quietly fail.

He builds end-to-end learning pipelines that account for real-world constraints such as risk, non-stationarity, and system trade-offs, rather than optimizing purely for benchmark performance. Rajiv is especially interested in failure modes, design decisions, and lessons learned when ML systems meet noisy, imperfect data.

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interes... Show more

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS).

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS). Show more

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

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including
Healthcare, Cybersecurity, Finance & Human Resource. Andrei is a strong advocate for youth engagement in technology & organized global "Kids in Technology" bootcamp series, inspiring children to explore the possibilities of technology through hands-on learning.

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including Healthcare... 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