Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions.
His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, transport, and finance), where he honed his Java skills in diverse environments.
At Swissquote, he transitioned from a successful five-year tenure as a Java developer (including two years in a management role) to lead the Tech Talent Academy. In this role, he creates impactful onboarding experiences, empowering engineers and introducing technical concepts to business-oriented colleagues.
This passion for knowledge-sharing stems from his belief in the power of continuous learning... and, of course, delicious meals!

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions. His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, tran... Show more

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Services and Microsoft Fabric to design and build enterprise reports and dashboards across Banking, Financial Services Industry to Investments, Retail and Manufacturing Industries. I'm also a Microsoft Certified Trainer, Data and Analytics Engineer and Data Analyst Associate with years of experience working with SQL Server and Power BI.

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Service... 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

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial strategy, Finlay specialises in embedding ESG in a way that is built to last - free from jargon, grounded in plain language, and aligned with how businesses actually operate. His mission is to make ESG practical and value-driven, helping portfolio companies strengthen resilience, unlock growth opportunities, and create long-term positive impact.

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial str... Show more

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweeping brand transformation and launched new digital platforms that drove franchise growth and revitalized firm reputation across the network.

Prior to Padgett, Anna led marketing at industry-defining Fintechs like Bill.com, Rho, Ignition, CPA.com (the digital arm of the AICPA), Enova (NYSE: ENVA), and SoFi, where she scaled campaigns with $50M+ budgets and delivered growth that took originations to $18BN. She began her career at American Express and, after earning her MBA from Columbia University, helped expand Google Cloud’s presence in the SMB market.

Today, through her consultancy, Mastermind, Anna combines the latest in marketing strategy, automation, and storytelling to help modern firms and Fintechs build trusted brands and future-proof their growth. She’s passionate about empowering accountants to stand out in an increasingly digital, competitive world — and ensuring they build businesses with staying power.

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweep... Show more

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... 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

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 years managing complex cloud infrastructure and security for large-scale enterprises.
Currently, he is dedicated to helping businesses harness the power of container technologies on AWS. As a trusted advisor, he guides organizations through seamless cloud migrations and modernization initiatives, ensuring optimal efficiency and security.

Olawale is a CNCF Kubestronaut and Senior Specialist Solutions Architect at AWS focusing on AWS Container Services. He has over a decade of experience across various industries. With a strong background in the financial sector, he spent about 10 yea... Show more

Nirup Baer is a seasoned Technical Program Manager with over 24 years of global experience leading large-scale technology initiatives across the financial services, government, defense, and telecom sectors. He has successfully delivered high-impact programs for renowned organizations including Wells Fargo, London Stock Exchange, and MassMutual. Nirup specializes in cloud transformation, infrastructure modernization, and enterprise-scale data migration, with deep expertise in building secure, compliant data pipelines on Google Cloud and implementing scalable infrastructure using PowerFlex VMs and OpenShift. Currently, at Wells Fargo, he is leading critical Data Center Exit and Migration efforts that enable secure and scalable access to enterprise-wide data, while minimizing business disruption and ensuring compliance.
Previously, at Barings, Nirup was instrumental in the delivery of the Domino Program, a multi-year initiative that transformed Barings’ asset management platforms through the integration of BlackRock’s Aladdin. At the London Stock Exchange, he contributed to the Index Data Processing Service program, enhancing enterprise data management and governance. His earlier career includes key roles in high-impact transformation projects for UK government entities through IBM, HP, and Capgemini.
Nirup blends technical proficiency with cross-functional leadership and excels in driving Agile delivery using SAFe, Jira, and Azure DevOps. He is adept at stakeholder engagement, risk mitigation, and translating complex technical challenges into business-aligned outcomes. He holds a Master's degree in Data Science from the University of Colorado and a Bachelor's degree in Electronics and Communication from the University of Madras. Nirup is also a certified Project Management Professional (PMP) and Certified ScrumMaster, and is well-versed in financial platforms like Charles River and BlackRock Aladdin, as well as data tools such as Informatica, Oracle, and Mongo.

Nirup Baer is a seasoned Technical Program Manager with over 24 years of global experience leading large-scale technology initiatives across the financial services, government, defense, and telecom sectors. He has successfully delivered high-impact p... Show more

Terence Monteiro is a seasoned technology entrepreneur with over 21 years of experience, known for building impactful, community-driven open-source projects. A pioneer in inclusive digital solutions, he has contributed to projects like Mifos, Microsoft Open Technologies, and CPAN, and currently serves on the PMC of Apache Fineract. His work bridges technical expertise with social impact, particularly in accessible fintech tools and scalable mobile banking solutions across the globe.

Terence Monteiro is a seasoned technology entrepreneur with over 21 years of experience, known for building impactful, community-driven open-source projects. A pioneer in inclusive digital solutions, he has contributed to projects like Mifos, Microso... Show more

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp.
He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manger responsible for the assurance work for IBM, Sony, and several other multinational companies.
He also served as President/General Manager to three early-stage fast growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
U.S. Transactions Corp. was founded in 2009.
We focus on the Microsoft Dynamics space as the only integrated credit card processing solution with built-in connections to 120+ gateways and processors with access to every international currency. See USTPay on Appsource
www.ustranscorp.com/ustpay

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior ... Show more

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

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

CISO, Advisory Board Member, Security Operations Center (SOC) Black Ops Team member, Systems Architect, and Keynote Speaker with deep expertise in AI, cybersecurity, and quantum technologies. I guide organizations through complex technical, strategic, and operational challenges, drawing on experience in global Fortune 100 enterprises, including Wells Fargo, Charles Schwab, and American Express; aerospace and high-tech manufacturing leaders such as Alcoa and Special Devices (SDI); and leading technology services firms such as CompuCom.

Subject Matter Expert (SME) with top tier expert networks, including GLG (recognized top 1% expert), AlphaSights, and Third Bridge. Trusted advisor to Fortune 100, Big Tech, executives, global technology leaders, institutional investors, high-growth startups, leading analyst firms, and global research organizations. I provide insight at the intersection of AI, cybersecurity, quantum, intelligence, and strategy.

ACHIEVEMENTS
- Mensa
- Albert Nelson Marquis Lifetime Achievement Award for contributions in AI, cybersecurity, quantum
- Trusted contributor to FS-ISAC, ANSI X9, NIST, & Quantum Economic Development Consortium (QED-C), shaping policy, standards, strategy at the highest levels.
- Advisory Board: Texas A&M School of Computer Science - advising on curricula and strategic initiatives in AI, cybersecurity, quantum
- Originator:
Hacking Humans | The Ports & Services Model of Social Engineering framework
The Storm Project | AI, Cybersecurity, Quantum, & the Future of Intelligence
Discrimination by Design | The First Forensic Mapping of Digital Repression Architecture

Decades in high-stakes arenas where precision outweighs publicity, from Fortune 100 boardrooms to war rooms, have honed my ability to help leaders navigate complexity, mitigate risk, and make the right calls when there is no margin for error.

Fusing technical mastery, operational agility, and executive insight to craft innovative solutions that anticipate threats, I protect critical assets and redefine what organizations can achieve. My work spans security initiatives, strategic intelligence, and policy advisory, where accuracy and foresight are crucial. Known for unparalleled problem-solving and strategic vision, bringing ingenuity, discretion, and balance to every challenge. Operating where complexity meets ambiguity, turning uncertainty into strategic advantage, I thrive where impact and ethics entangle.

I solve problems most won’t touch - with precision, discretion, and operational clarity. I partner with leaders to solve the unsolvable and shape the future at the intersection of technology, strategy, and high-risk decision making.

CISO, Advisory Board Member, Security Operations Center (SOC) Black Ops Team member, Systems Architect, and Keynote Speaker with deep expertise in AI, cybersecurity, and quantum technologies. I guide organizations through complex technical, strategic... Show more

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often emerged as a winner.

Her passion for community involvement led her to actively participate in various data communities, including the Data Engineering Community, Young Data Professionals, and Women in Data Africa. In these groups, she not only assisted fellow professionals with technical challenges but also helped stimulate some important discussions by asking insightful questions.

Her significant contributions were recognized when she received the Fast Rising Star award from the Young Data Professionals Community. Outside of work, Nancy enjoys watching light horror and thriller K-dramas, Sci-Fi movies, and data-related books.

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often... Show more

James has been working on commercial software since the late 1990s, when TDD was something you studied but never did, pipelines were something that carried oil and Agile and Lean were words used to describe gymnasts. In 2006 he joined a startup and worked there for 9 years which included rewrites, cloud migration and Agile transformation.

In 2015 he started life as a consultant and worked with a variety of clients trying to effect real organisational change by focusing on code quality, culture, a belief in outcomes over processes and a drive for continuous improvement. After leaving consultancy James worked as Head of Platform in a Fintech before it was acquired for $1Bn by Visa and VP of Engineering in a startup, where he learnt how to apply his knowledge of Agile and DevOps to drive positive outcomes in Platform and Cyber Security Teams.

James now works as an independent consultant and is mainly driving transformation in Cyber Security at a major UK bank.

James has been working on commercial software since the late 1990s, when TDD was something you studied but never did, pipelines were something that carried oil and Agile and Lean were words used to describe gymnasts. In 2006 he joined a startup and w... Show more

Max is the co-founder of AssetCut, a B2B tokenization platform powering compliant digital asset infrastructure across real estate, commodities, and data. With over a decade of experience in fintech and Web3, he works directly with regulators, developers, and family offices to deploy real-world tokenization systems across the GCC, Europe, and Asia.

Max is the co-founder of AssetCut, a B2B tokenization platform powering compliant digital asset infrastructure across real estate, commodities, and data. With over a decade of experience in fintech and Web3, he works directly with regulators, develop... Show more

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, Tolletaten og Mattilsynet. I dag er han Partner i Gritera-konsernet og daglig leder for Gritera Security som leverer sikkerhetsrådgivning.

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, To... Show more

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions.

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions. 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

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consider myself a proactive and collaborative person with leadership skills. I have participated in several academic projects as a team leader, where I have demonstrated my ability to listen, communicate and make decisions together.

Currently I am a BaBI, and not precisely because of age, but because I have been learning about Business Intelligence (BI) as a little one, taking small steps, looking, interacting with data and tools and sometimes I have even run a little 🤓.

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consi... Show more

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoque en el growth mindset, fomentando la colaboración, la innovación y la orientación a resultados para desarrollar negocios de impacto.

Mi enfoque combina estrategia basada en datos, comprensión profunda de los usuarios y un liderazgo centrado en el growth mindset. Creo firmemente en el poder de los equipos bien liderados: ágiles, autónomos y orientados a resultados. Juntos, logramos construir productos que no solo destacan, sino que también tienen un impacto duradero en los negocios.

Además, como mentor y coach en Product Management, apoyo a líderes y profesionales emergentes a superar desafíos, perfeccionar sus habilidades y crecer en sus carreras. Acompaño a Product Managers, CPOs y CEOs a desarrollar equipos alineados con la innovación, la colaboración y el crecimiento continuo.

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoq... Show more

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it takes to deliver the end-to-end product that revolutionizes their workflows. Mounir is an active community builder; she founded an award-winning data science school at her IEEE branch, and most recently, co-hosted Egypt's first GenAI agent hackathon. A global thinker, Mounir travels across Africa, Europe, the US, and Japan to work with and learn from their data communities.

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it... Show more

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

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

Martin is a Cyber & AI specialist at Jyske Bank with 20+ years of experience across blue-team defense, red-team offense, security architecture, and leadership. His driving passion is to rethink security and solve cyber challenges the right way—shifting the asymmetric advantage from attackers to defenders.

Martin is a Cyber & AI specialist at Jyske Bank with 20+ years of experience across blue-team defense, red-team offense, security architecture, and leadership. His driving passion is to rethink security and solve cyber challenges the right way—shifti... 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

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liquid Terminal, the first all-In terminal to provide best-execution across all tradable assets.

Alpha Transform Holdings (ATH) has three distinct business lines. Asset Management and Venture Investing, this includes Alpha Sigma Capital Web 3 Fund and Alpha Liquid OTC Momentum Fund. ATH second business line are Products and Services that assist digital asset market participants. These products include Content Syndicate and Blockchain Wire. With over 4500 customers, Blockchain Wire is the leading press release news distribution in crypto.

Enzo is the founder of the Alpha Liquid Terminal, dedicated to creating a single terminal that can be leveraged across market participants for research, investing and trading in cryptocurrencies, RWAs, private share markets, equities, and options, empowered by AI.

Mr. Villani was Chief Strategy Officer of Transform Group. Transform Group represented the launch of over 47% of the alt-coin market capitalization in 2019 and was the head of international strategy and innovation at OKX.

Throughout his career, Enzo has raised $1B as a corporate strategist, private equity partner and M&A entrepreneur. Mr. Villani was co-founder of Nasdaq Global Corporate Solutions, and two strategic M&A consolidations focused in the areas of public company stakeholder solutions. Mr. Villani was Chief Strategy Officer representing over 10,000 public company including the Nasdaq 100, DJIA, and FTSE 50. Mr. Villani holds an MBA from The Johnson School at Cornell University.

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liqu... 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. She 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 consider unexpected life events and long-term care to ensure clients are prepared for various possibilities.

Tax reduction planning is a key component of the services offered at FSI. 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, including 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 such as 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 like the Westcoast Black Theatre Troupe and Sarasota Pops Orchestra.

Outside her career and volunteer efforts, 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

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana.

Brings 14+ years of experience working at global financial institutions, new ventures and regulated virtual assets service providers, lectures about Crypto at the College of Europe, the leading postgraduate school for European public policy, and is a proud MadLad.

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana. Brings 14+ years of experience workin... Show more