Josh Burgess is a FinTech founder and accomplished software engineer in EdTech who combines cutting-edge technical expertise with strategic entrepreneurial acumen to architect solutions. As the Founder and CEO of Mudget, Josh is pioneering an AI-powered bookkeeping and expense-tracking platform that empowers individuals to achieve financial control through data-driven insights and positive psychology.

With expertise spanning full-stack development, cloud architecture, and machine learning, Josh holds AWS certifications in Solutions Architecture, Development, and Machine Learning and more. His got-to tech-stack encompasses Golang, TypeScript, Python, Rust, AWS, Kubernetes, and React. Currently pursuing a Master's in Software Engineering from Penn State while drawing upon his Business Administration foundation from the University of Pittsburgh, Josh represents the intersection of academic rigor and real-world application. As a graduate of a startup accelerator program, he brings proven entrepreneurial methodology to the challenge of bridging complex technical innovations with transformative consumer experiences.

Josh has delivered compelling insights on expert panels about leveraging artificial intelligence to catalyze business growth and drive disruptive innovation. His authoritative perspective stems from intensive hands-on experience architecting AI-powered products that elegantly solve complex everyday challenges in FinTech and EdTech. Through Mudget, he exemplifies how sophisticated development practices and intelligent AI implementation can democratize financial tools for consumers.

Josh Burgess is a FinTech founder and accomplished software engineer in EdTech who combines cutting-edge technical expertise with strategic entrepreneurial acumen to architect solutions. As the Founder and CEO of Mudget, Josh is pioneering an AI-powe... Show more

Shadab Hussain is a global technology leader at the forefront of Artificial Intelligence , Blockchain, and Quantum Computing. As a Lead Engineer at MathCo, he spearheads innovations in Engineering and Generative AI, delivering transformative solutions that shape the future of enterprise technology.

He is the Co-founder of Quantum Computing India and previously served as a Developer Advocate at the London Stock Exchange Group, where he bridged advanced engineering with real-world application across global developer ecosystems. Recognized as a Google Developer Expert for AI/ML (GenAI) and an AWS Community Builder, Shadab also holds certifications in AWS Machine Learning Specialty and Google Cloud Machine Learning Engineering.

A TEDx speaker and active contributor to the Davos Digital Council, Shadab operates at the intersection of emerging technologies, policy, and innovation strategy. He has presented at premier global platforms including the Data Engineering Summit, Quantum Innovation Summit, Google Developer Groups (GDG), and AWS events, where he actively champions AI governance, workforce development, and national innovation ecosystems.

An accomplished author and researcher, Shadab is the co-author of a book on Quantum Computing in Finance, merging academic insight with practical execution. Through ongoing mentorship, technical workshops, and hackathon leadership, he plays a pivotal role in addressing the global AI & Quantum talent gap—particularly in the United States—and advancing the responsible deployment of frontier technologies.

Shadab Hussain is a global technology leader at the forefront of Artificial Intelligence , Blockchain, and Quantum Computing. As a Lead Engineer at MathCo, he spearheads innovations in Engineering and Generative AI, delivering transformative solution... Show more

Natalie Cook is the founder of Finance Fight Club, an Outsourced CFO & Financial Services firm dedicated to empowering small business owners with financial clarity and strategic guidance. With extensive experience in financial management, Natalie has guided over 50 small businesses to transform their operations, achieve sustainable profitability, and build confidence in their financial decisions. Specializing in cash flow optimization, strategic planning, and due diligence for business transactions, she brings a unique blend of expertise and accessibility to her work.

A passionate speaker and educator, Natalie is known for breaking down complex financial concepts into practical, actionable insights for entrepreneurs and business leaders. Her recent engagements include workshops like the Small Business KPI Workshop and live sessions on cash flow management. As a trusted advisor, she helps business owners move beyond gut feelings to data-driven decisions.

Natalie is committed to making finance approachable, often drawing from her deep industry knowledge across professional services, construction, SaaS, and manufacturing. Outside of her professional life, she is dedicated to supporting small business communities and fostering financial literacy.

Natalie Cook is the founder of Finance Fight Club, an Outsourced CFO & Financial Services firm dedicated to empowering small business owners with financial clarity and strategic guidance. With extensive experience in financial management, Natalie has... Show more

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Management for Ippon USA, a technology consultancy that supports digital transformation, data & cloud modernization and organizational change management. Recently Grant finds passion coaching regional & community banks on data & AI strategy.

Favorite successes -
1) taking a 2-sided market startup redesign from seed round to multi-million Series A;
2) reducing a community bank's account opening by more than 300% that helped support more than $1B in new assets; and
3) playing a leading role in a F500 bank's deployment and rollout of custom agent servicing app for +1500 agents.

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... 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

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

Nataliia Petryshak is an experienced Product Manager and Business Analyst with over 13 years of experience across diverse industries, including IT product development, SME banking, and financial analysis. Her adaptable approach has allowed her to excel in various project phases, from initial concept to successful launch, in both startup and corporate environments. Has BA resource management and educational initiatives leadership experience. Currently pursuing an MBA in Technology Management (TUHH, Hamburg, Germany), Nataliia is passionate about leveraging data-driven insights, fostering cross-functional collaboration and knowledge sharing, and driving innovation across different domains.

I am a true detective at heart, with a passion for uncovering real needs and solving complex problems. As a trainer, lecturer, and mentor, I’ve shared my expertise in Business Analysis and Product Management, supporting Women in Tech globally and mentoring Ukrainian scientists through the Seeds of Bravery project.

In my professional life, I try to focus on sustainable leadership,ethical innovation and AI, demonstrating how technology can be leveraged responsibly to deliver real-world, impactful solutions.

Nataliia Petryshak is an experienced Product Manager and Business Analyst with over 13 years of experience across diverse industries, including IT product development, SME banking, and financial analysis. Her adaptable approach has allowed her to exc... Show more

I'm a Threat Hunter working for the US Custodian Bank State Street.

When I'm not at my day job, I tinker with my home lab, my NixOS config, or read Sci Fi novels.

I'm a Threat Hunter working for the US Custodian Bank State Street. When I'm not at my day job, I tinker with my home lab, my NixOS config, or read Sci Fi novels. Show more

The Introduction
I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Boot, and creating dynamic user interfaces with Angular. I have a proven track record of leading successful enterprise application migrations to AWS and Azure, and I am eager to share practical, hands-on knowledge on full-stack development and cloud transformation strategies.

The Enterprise Experience
Currently I lead high-impact projects involving the full technology stack, from Java and Spring Boot microservices to modern Angular. My professional journey is built on a foundation of roles at leading financial institutions including JP Morgan Chase, Bank of America, and Capital One. In these positions, I have been at the forefront of large-scale application modernization, cloud transformation, and the integration of AI to optimize complex enterprise systems.

Leadership & Innovation Focus
Beyond hands-on coding and architecture, I actively mentor development teams and champion technical innovation through microservices and cloud-native design. A key area of my work involves integrating AI/ML capabilities into enterprise applications to enhance efficiency, automation, and security. My experience in modernizing legacy systems and building secure, scalable infrastructures directly intersects with critical industry themes like artificial intelligence and cybersecurity.

The Speaker Proposition
I would be honored to share actionable insights from my journey particularly in AI-augmented software engineering, cloud security best practices, and building scalable enterprise architecture. I am keen to contribute to meaningful, forward-looking discussions with fellow industry experts and researchers at your esteemed conference.

The Introduction I am a Principal Full Stack Engineer with over 15 years of experience, passionate about building and modernizing applications for the cloud. My expertise lies in architecting scalable systems using Java, microservices with Spring Bo... Show more

Soy un apasionado de la tecnología y un speaker que disfruta convertir ideas complejas en conceptos claros, prácticos y cercanos. Mis charlas se enfocan en IA aplicada, agentes de IA, prototipado rápido con LLMs, analítica y transformación digital desde una perspectiva técnico–humana.

Cuento con más de 18 años de experiencia como software engineer, liderando proyectos en sectores como banca, retail, emprendimiento y gobierno. A lo largo de mi carrera me he especializado en traducir necesidades de negocio en soluciones tecnológicas de alto impacto, conectando estrategia, producto y ejecución técnica.

Mi enfoque integra análisis de datos, diseño y desarrollo de soluciones de machine learning, y la aplicación práctica de IA generativa para optimizar procesos, acelerar prototipos y potenciar la toma de decisiones. Disfruto compartir experiencias reales, buenas prácticas y metodologías accionables que permitan a profesionales y organizaciones adoptar inteligencia artificial de manera ágil, responsable y efectiva.

Soy un apasionado de la tecnología y un speaker que disfruta convertir ideas complejas en conceptos claros, prácticos y cercanos. Mis charlas se enfocan en IA aplicada, agentes de IA, prototipado rápido con LLMs, analítica y transformación digital de... Show more

Specializing in building and directing high-performing design organizations for global giants like Google and Amazon.

I leverage AI to transform both how we design (accelerating workflows) and what we design (intelligent features), driving operational efficiency and delivering commercial impact across FinTech, AdTech, and E-commerce.

Currently UX Manager at Google. Previously Head of UX Research & Design at Credit Suisse.

Specializing in building and directing high-performing design organizations for global giants like Google and Amazon. I leverage AI to transform both how we design (accelerating workflows) and what we design (intelligent features), driving operati... Show more

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of Lagos, she brings a legal-first mindset to modern compliance challenges, combining statutory interpretation with practical execution.

Her experience spans AML and CTF controls, fraud detection, sanctions investigations, chargebacks, enhanced due diligence, and regulatory reporting. Ayomide has worked on complex transaction reviews, high-risk customer assessments, and sanctions screening aligned with international frameworks, while also contributing to audit readiness and compliance process improvements through automation and operational optimization.

As a speaker, Ayomide focuses on how legal principles translate into real-world compliance decisions within tech-driven organizations. She is particularly interested in bridging the gap between compliance, engineering, and product teams to build defensible, scalable systems without slowing innovation.

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of... Show more

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

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

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

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

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

Nina Grygorenko is Product Owner for Sales and Services in Digital Corporate Bank at Deutsche Bank with over 9 years of experience in the financial industry.
A seasoned professional in Business Analysis and Product development, Nina Grygorenko embarked on her career as as an intern in Operational Risk Management in Deutsche Bank and transitioned last year in Digital Corporate Bank, leading Sales & Services product development as IT PO in multicultural team.

Nina Grygorenko is Product Owner for Sales and Services in Digital Corporate Bank at Deutsche Bank with over 9 years of experience in the financial industry. A seasoned professional in Business Analysis and Product development, Nina Grygorenko emba... Show more

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group.

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group. Show more

Parker Wilson is a Chartered Professional Accountant recognized for delivering clear, strategic, and dependable financial guidance to businesses, professionals, and privately held organizations. His work is centered on helping clients navigate financial complexity with confidence while building structures that support long-term stability and growth.

With a strong foundation in accounting, taxation, and financial advisory, Parker works closely with clients to understand the full context of their operations, goals, and challenges. Rather than offering generic solutions, he focuses on practical strategies that align financial reporting, tax planning, and business decision-making. His approach emphasizes clarity, accuracy, and foresight, enabling clients to make informed choices that strengthen both performance and governance.

Parker’s advisory work extends beyond compliance. He supports organizations through critical stages such as growth planning, restructuring, risk management, and performance improvement. By translating financial data into meaningful insights, he helps business owners and executives identify opportunities, manage risk, and maintain control as their operations evolve. His guidance is particularly valued by clients who require thoughtful financial leadership without unnecessary complexity.

Integrity, professionalism, and attention to detail define Parker’s working style. He is known for building long-term client relationships based on trust, transparency, and consistent results. Clients value his ability to explain complex financial matters in a clear and direct manner, allowing them to engage confidently in strategic discussions and planning.

Through his work, Parker Wilson remains committed to supporting sustainable business success. His focus on sound financial discipline, proactive planning, and strategic advisory ensures that clients are well positioned to meet today’s challenges while preparing for future opportunities.

Parker Wilson is a Chartered Professional Accountant recognized for delivering clear, strategic, and dependable financial guidance to businesses, professionals, and privately held organizations. His work is centered on helping clients navigate financ... Show more

Thelma is a Senior Product Designer and aspiring Tech Operator with a reputation for solving hard problems in high-stakes environments. Her expertise lies in translating complex technical requirements into intuitive user experiences.

Her career spans the African FinTech landscape, including work with Flutterwave and Chipper Cash, where she focused on product growth and user retention. Beyond FinTech, Thelma has carved a niche in technical consulting for complex systems. She served as a design consultant for Apple, redesigning legacy applications for battery engineers, and collaborated with Verizon R&D (in partnership with Nvidia) on the user experience for AI infrastructure in media.

Passionate about the future of tech, she recently returned to the classroom to teach AI in secondary schools and is authoring a book on Artificial Intelligence for teenagers. She is currently documenting her career pivot from craft-focused design to operational leadership.

Thelma is a Senior Product Designer and aspiring Tech Operator with a reputation for solving hard problems in high-stakes environments. Her expertise lies in translating complex technical requirements into intuitive user experiences. Her career sp... Show more

I’m a Distinguished Full-Stack & AI Platform Architect within Enterprise Architecture at a leading financial services firm (TD Bank). I set the strategy, standards, and platforms that power predictive and generative AI across lines of business, then I review and approve solution architectures to ensure they’re secure, compliant, performant, and cost-effective at scale.

I design and govern the full stack: data and feature pipelines, vector/feature stores, model registries, retrieval pipelines, prompt & policy orchestration, evaluation harnesses, observability, and CI/CD for ML/LLM (MLOps/LLMOps) on hybrid cloud/Kubernetes. My mandate: turn high-value use cases into production systems with clear ROI while meeting model risk, security, privacy, and regulatory requirements.

What I do:

Lead enterprise AI platform strategy, reference architectures, and reusable patterns (RAG, fine-tuning, agentic workflows).

Chair/approve AI solution designs; codify guardrails (governance, lineage, access, PII/PCI, Responsible AI) and SLOs for latency, resiliency, and cost.

Stand up shared services—prompt management, evaluation & red-teaming, policy enforcement, and FinOps for AI/compute.

Partner with business, risk, and tech leaders to accelerate delivery from PoC to production.

Prior impact (select)

Built an offshore GenAI practice from 0→45+ in a year to support a $50M+ portfolio for a top software client; delivered custom RAG copilots, synthetic data pipelines, and domain model fine-tuning integrated with enterprise systems.

9+ years in conversational AI & contact center automation, delivering at scale with technologies like Microsoft Bot Framework, Copilot Studio/PVA, and M365 Copilot.

Focus areas
RAG architectures • LLMOps/MLOps • Vector databases • Model lifecycle & MRM • Guardrails & policy orchestration • Evaluation & red-teaming • Data products • Cost/performance engineering • Hybrid cloud/K8s • Observability & lineage • Regulatory compliance • Secure SDLC for AI

I’m passionate about building high-performing, diverse teams and scaling AI responsibly, so the business moves faster with confidence. If you’re shaping enterprise AI platforms or bringing complex use cases to production, let’s connect.

I’m a Distinguished Full-Stack & AI Platform Architect within Enterprise Architecture at a leading financial services firm (TD Bank). I set the strategy, standards, and platforms that power predictive and generative AI across lines of business, then ... 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

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

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

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

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance operations.

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance o... Show more

João Paulo é Assessor no Banco do Brasil, com 25 anos de experiência e atuação estratégica na Diretoria de Controles Internos.
Especialista em governança e compliance, dedica-se há oito anos à transformação de processos críticos, conduzindo iniciativas que unem rigor regulatório, inovação e inteligência de dados.
Com certificações em Business Intelligence, Analytics e Inteligência Artificial, desenvolve soluções avançadas para otimizar processos e apoiar decisões estratégicas.
Fora do ambiente corporativo, é um aprendiz permanente de idiomas e um viajante apaixonado por novas culturas.

João Paulo é Assessor no Banco do Brasil, com 25 anos de experiência e atuação estratégica na Diretoria de Controles Internos. Especialista em governança e compliance, dedica-se há oito anos à transformação de processos críticos, conduzindo iniciati... Show more

As a Digitalisation Expert within the Finance sector, my background spans over 6 years of dedicated experience in data analysis and visualization. Specializing in the development of user-friendly, visually engaging dashboards, my focus lies in enabling businesses to derive data-informed decisions. Proficiency extends to the utilization of essential tools like Microsoft Excel, Microsoft Power BI, and SQL, integral to my role in executing BI projects while adhering to agile and scrum methodologies. Proficiently operating both autonomously and as part of collaborative teams, my aim is to ensure optimal efficiency in project outcomes.

As a Digitalisation Expert within the Finance sector, my background spans over 6 years of dedicated experience in data analysis and visualization. Specializing in the development of user-friendly, visually engaging dashboards, my focus lies in enabli... 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

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

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

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

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar platforms, or supporting charitable initiatives, he has always emphasized systems that strengthen people's lives and leave a lasting legacy.

In 2022, Jason founded Nolos Cabinet Multidisciplinaire Inc., serving as Founder & CEO. Nolos was created to integrate FinTech, InsurTech, and LegalTech under a single platform. This venture aims to democratize financial and legal services, particularly for middle-class families. The company combines a Quebec-based legal firm, a notarial study, and a national financial MGA distributing solutions from Canada's leading institutions. With his leadership, Nolos has expanded through acquisitions and new partnerships. Among these was the acquisition of Skylegal in 2022, followed by creating a charitable foundation in 2023 to help families access justice and financial protection during estate and legacy planning. More recently, Jason acquired a technology firm that builds software for public and private organizations, further enhancing the B2B reach of the Nolos platform.

Before establishing Nolos, Ghassan gained experience as a Strategic Senior Consultant, working with Chubb Insurance and other major industry players. From 2003 to 2021, he was President and Principal Officer with AMF of La Capitale Services Conseils, where he grew assets under management from $300 million to over $3 billion, serving public sector employees with specialized solutions. In 2017, he became President of La Capitale Financial Security, where he expanded national operations for disability and personal finance services, redesigned compensation structures, and created an inclusive and high-performance culture. He also served as President of SSQ Financial Group Distribution, where he modernized retirement planning, oversaw post-merger alignment, and improved client experience and compliance.

Philanthropy has been a central part of Jason Barakat's life for over two decades. He has supported the Guignolet de Saint-Vincent de Paul tradition and contributed to various charitable efforts connected to public institutions and retirement planning. In 2021, he partnered with Peartree Canada to advance philanthropic planning for organizations and families. He later launched the Nolos Foundation, which is dedicated to expanding access to Justice & Family Legacy Planning. Jason is also a volunteer leader for nonprofit boards and interfaith humanitarian initiatives.

Jason studied at Concordia University, John Molson School of Business, focusing on finance, business law, and theology. He has also completed studies in securities, investments, estate planning, insurance, venture capital, and strategic philanthropy, earning certifications in these areas.

Outside of his professional accomplishments, Ghassan Barakat is a devoted husband and father of two. His family provides daily motivation and guides his values of love, faith, and responsibility, shaping his personal and professional life. With empathy, service, and humility, he remains committed to leaving a legacy for his children, his community, and future generations.

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar pla... Show more