I am a Computer Science graduate and CAD/Data Automation professional with experience across data center design workflows, AutoCAD automation, process improvement, data analytics, and FMCG market research. I currently work as a CAD Tech 2 at Astreya, supporting Google data center design workflows by building custom tools that reduce manual effort, improve accuracy, and streamline engineering processes.
My background also includes FMCG and consumer insights experience, where I worked with panel Data, market research data, SQL, Power BI, dashboards, survey operations, and client reporting for business decision-making. I am passionate about using technology to solve real workflow problems, improve productivity, and help teams work more efficiently. I enjoy sharing practical lessons around automation, workflow improvement, analytics, and career growth in tech.

I am a Computer Science graduate and CAD/Data Automation professional with experience across data center design workflows, AutoCAD automation, process improvement, data analytics, and FMCG market research. I currently work as a CAD Tech 2 at Astreya,... Show more

Project Management Professional with relevant work experience in Construction, Maintenance and IT projects and International certifications in Project and Risk Management. Arts & Métiers mechanical and structures engineer and future laureate of the Executive Master Management of Energy Project at Ecole des Ponts ParisTech.

Project Management Professional with relevant work experience in Construction, Maintenance and IT projects and International certifications in Project and Risk Management. Arts & Métiers mechanical and structures engineer and future laureate of the E... Show more

My name is Harsh Patel. I am Dynamics Business Central/ NAV functional consultant, having 10 years of experience in ERP implementation, business process optimization, and digital transformation with Microsoft Dynamics 365 Business Central/ NAV solutions for businesses across various industries.

As a functional consultant, I have a good understanding of business processes and requirements, enabling to design tailored solutions that align with clients' unique needs and objectives.

My name is Harsh Patel. I am Dynamics Business Central/ NAV functional consultant, having 10 years of experience in ERP implementation, business process optimization, and digital transformation with Microsoft Dynamics 365 Business Central/ NAV soluti... Show more

I am an Application Architect with over a decade of experience shaping enterprise‑scale technology solutions that align architecture with business strategy. At Korn Ferry, I focus on designing resilient, scalable applications that enable digital transformation across complex, data‑driven environments.
My background spans cloud platforms, modern application architecture, and data‑centric systems, with deep expertise in Microsoft technologies, .NET, Azure, AWS, and event‑driven design. In recent years, my work has increasingly centered on AI‑enabled architectures, including data pipelines, embeddings, vector databases, and practical generative AI adoption—always with an emphasis on reliability, governance, and real‑world impact.
I bring a business‑first mindset to technology leadership: translating evolving organizational needs into clear architectural direction, guiding teams through complex technical decisions, and ensuring solutions are sustainable beyond initial delivery. Having worked extensively in consulting and regulated domains such as healthcare, I value disciplined engineering, security, and operational excellence.
I hold a Master’s degree in Data Science from Indiana University Bloomington, which strengthens my ability to bridge advanced analytics and AI with enterprise application design. Beyond delivery, I am passionate about mentoring engineers, sharing practical insights through technical writing, and fostering teams that prioritize strong fundamentals, thoughtful architecture, and continuous learning.

I am an Application Architect with over a decade of experience shaping enterprise‑scale technology solutions that align architecture with business strategy. At Korn Ferry, I focus on designing resilient, scalable applications that enable digital tran... Show more

Kimberly is an award-winning designer and planner with a unique ability to bring together diverse stakeholders through cultural competency and meaningful engagement, resulting in collaborative, consensus-based solutions to address complex systemic issues. The daughter of a pediatric nurse practitioner and a respiratory therapist, Kimberly grew up working in several health facilities in her native Florida. Early on, she witnessed numerous birth defects and ailments that were suspicious in origin, many of which coincided with occupancy in certain buildings or near polluting industries. This experience left a lasting impression that underscores her chosen career creating healthy, sustainable environments.

In 2004 Kimberly founded Blue Water Studio, a commercial design and planning firm, specializing in Healthcare, Community and Sustainability projects for built and outdoor environments. With specialty credentials like LEED AP (Leadership in Energy & Environmental Design Accredited Professional) and EDAC (Evidence Based Design & Construction Accreditation & Certification) Kimberly gets to do what she loves for a living while serving her community through the design of holistic spaces and places. She can frequently be found advocating for equitable access to greenspaces, clean air, water, and nutritious food for all, through responsible, adaptive reuse and sustainable new development projects.

In addition to these fun adventures, Kimberly is also co-founder of RoKi Design. RoKi is a silk scarf & accessories company that produces sustainable, wearable works of art while supporting non-profit organizations, collaborating with amazing artists and re-purposing vintage luxury silk scarves.

Kimberly is also a Leadership Houston Class XL Alum, where she won two awards from her classmates for her work on the class project “Harmony in Houston,” an outdoor musical instrument installation in Denver Harbor’s Selena Quintanilla Perez Park. She is a member of the Rotary Club of West U (Houston) and currently serves as Vice President of the Board for Friends of Columbia Tap.

Kimberly is an award-winning designer and planner with a unique ability to bring together diverse stakeholders through cultural competency and meaningful engagement, resulting in collaborative, consensus-based solutions to address complex systemic is... Show more

Sandipana Das is a UX Designer at IBM whose work sits at the intersection of AI, enterprise systems, and human-centered design. Beyond enterprise product design, Sandipana explores the future of learning and equitable access, especially in contexts where technology may extend guidance beyond institutional limits.

She designs for complex, high-stakes environments across sustainability, finance, and knowledge-rich workflows, with a focus on how intelligent systems can better support comprehension, decision-making, and trust.
Her practice combines design strategy, systems thinking, and emerging AI behaviors to examine how interfaces might evolve from reactive tools into more context-aware forms of support. She is particularly interested in adaptive AI, multimodal interaction, and the ethical questions that arise when systems begin interpreting human signals, behavior, and cognitive strain.

Sandipana Das is a UX Designer at IBM whose work sits at the intersection of AI, enterprise systems, and human-centered design. Beyond enterprise product design, Sandipana explores the future of learning and equitable access, especially in contexts w... Show more

Shaibal Maji is a Senior IT Manager – E-Commerce with 19 years of experience in building and modernizing large-scale e-commerce systems across the retail, telecom, and media industries. He is currently employed at a Fortune 500 US retailer, where he leads commerce platform engineering, supporting 36+ million monthly users and generating over $1 billion in annual revenue.
In his current role, he has led the end-to-end implementation of split cart (multi-fulfillment), marketplace platform launch, Subscribe & Save, and Venmo payment integration. He collaborates with system integrators and enterprise architects to define composable (MACH) architecture roadmaps and has established CI/CD automation, operational monitoring, and post-incident analytics to improve platform stability, uptime, and MTTR. He manages and mentors globally distributed engineering teams.
Previously, as IT Manager, Product Development, Shaibal scaled engineering teams to 80+ members and led commerce platform modernization using MACH architecture, distributed systems, and cloud migration to Google Cloud Platform (GCP). He oversaw the development of 108+ microservices, implemented Auth0 authentication, and ensured API performance under 200 ms at the 95th percentile for millions of weekly users.
Earlier, as Lead Developer, Commerce Platform, he designed and implemented guest-facing APIs and led initiatives including BOPIS, Apple Pay, push notifications, geo-fencing, and store-to-door POS systems deployed across 1,600 U.S. retail stores. He supported mobile commerce platforms serving 1+ million weekly users.
Prior to the current engagement, Shaibal held technical leadership roles at Tech Mahindra (client: AT&T), Deloitte Digital, Wipro, and Mindtree, where he worked on SaaS commerce migrations, enterprise platform transformations, and high-volume transactional systems using Oracle Commerce (ATG), Hybris, and Java-based architectures.
Shaibal holds a Bachelor of Engineering in Information Science, an MBA from Boston University (Questrom School of Business), and is currently a Ph.D. doctoral candidate in Information Technology with a specialization in Artificial Intelligence. His technical expertise includes Java, Python, microservices, headless commerce, API-first design, MongoDB, Redis, AWS, GCP, and applied AI for search, personalization, and fraud detection. He has international professional experience working in the United States, Europe, and India.

Shaibal Maji is a Senior IT Manager – E-Commerce with 19 years of experience in building and modernizing large-scale e-commerce systems across the retail, telecom, and media industries. He is currently employed at a Fortune 500 US retailer, where he ... Show more

oshjuan Jones is a coach, speaker, and community leader committed to helping individuals move from fear to focused action. As the founder of Impel Coaching, he partners with schools, nonprofits, and workforce organizations to strengthen mindset, leadership, and goal execution among youth and professionals.

Through his coaching programs and initiatives like Indomitable, a men’s growth and accountability social that supports families affected by incarceration and individuals navigating re-entry, Joshjuan equips participants with practical tools such as positive self-talk, discipline, and confidence—skills that translate directly into stronger leadership, better decision-making, and long-term success.

With a professional background in aviation and workforce development, Joshjuan brings structure, measurable outcomes, and real-world relevance to every program he leads. His work bridges personal development with community impact—making him a strategic partner for organizations seeking to invest in leadership, education, and long-term success.

oshjuan Jones is a coach, speaker, and community leader committed to helping individuals move from fear to focused action. As the founder of Impel Coaching, he partners with schools, nonprofits, and workforce organizations to strengthen mindset, lead... Show more

Rajeshwari Sah is a Machine Learning Engineer at Apple, where she works on production-scale Agentic AI and Retrieval-Augmented Generation systems powering next-generation intelligent experiences. She has led the development of multilingual, voice-enabled LLM frameworks and advanced agentic orchestration pipelines that significantly improved enterprise efficiency and system reliability.

Rajeshwari’s expertise spans fine-tuning techniques such as RLHF and DPO, multi-agent collaboration, and alignment-driven evaluation frameworks. She has delivered high-impact AI solutions across healthcare, finance, and e-commerce, focusing on workflow automation, process optimization, regulatory document intelligence, and AI-driven document generation. Her work enables knowledge-driven automation and modern policy and decision-support systems for global enterprises.

She is a strong advocate for responsible AI deployment, emphasizing innovation that remains auditable, reliable, and culturally consistent across markets. Rajeshwari holds a Master of Science in Computer Science from UC San Diego and continues to contribute to the evolving landscape of applied AI.

Rajeshwari Sah is a Machine Learning Engineer at Apple, where she works on production-scale Agentic AI and Retrieval-Augmented Generation systems powering next-generation intelligent experiences. She has led the development of multilingual, voice-ena... Show more

Ten years of transforming business complexity into technical solutions. Tightening delivery cycles and aligning intent with implementation via TDD, DDD, and now context-driven development.
Applied across bioinformatics (AstraZeneca), risk modeling (Legal & General), high-throughput analytics, and now LLM multi-agent systems and GenAI-in-delivery tooling at Provectus.
Current focus: the paradigm shift where developers own context and bring engineering discipline to AI-driven delivery - and how teams actually adopt it in production.

Ten years of transforming business complexity into technical solutions. Tightening delivery cycles and aligning intent with implementation via TDD, DDD, and now context-driven development. Applied across bioinformatics (AstraZeneca), risk modeling ... Show more

Passionné d'architecture et de testing.

Passionné d'architecture et de testing. Show more

BIM與AEC數位轉型顧問｜運算設計與 AI 整合顧問｜國立成功大學建築博士班在學

BIM與AEC數位轉型顧問｜運算設計與 AI 整合顧問｜國立成功大學建築博士班在學 Show more

Michael Haller is an architect and certified fire safety engineer based in Zurich, and founder of arc experts AG.
His work focuses on how emerging technologies - particularly AI - are changing the relationship between engineering, design, and decision-making.
Within his research at ETH Zurich, he develops real-time AI models that predict complex physical phenomena such as smoke and airflow. His work challenges traditional roles in the building industry, positioning engineering not as a downstream control function, but as an active driver of design and strategic decisions.

Michael Haller is an architect and certified fire safety engineer based in Zurich, and founder of arc experts AG. His work focuses on how emerging technologies - particularly AI - are changing the relationship between engineering, design, and decisi... Show more

Maryn Ryan Soref is a ReGen NextGen SFO leader, Angel impact investor and speaker at the forefront of elite family office, social impact and global leadership communities. She is the founder of The Peace Train, a global community, 360 media brand, meta-narrative and cultural movement for World Peace, and The Peace Pledge, a sister philanthropic vehicle and multi-sector pledge dedicated to “making peace more profitable than war” and achieving world peace by 2030. She is also the founder of LIGHTSPACE, a global regenerative real estate agency and web3 ecosystem devoted to revitalizing land, communities, and cities worldwide.

Maryn works at the intersection of culture, capital, and consciousness—bridging family offices, global organizations, and artists to co-create a thriving world rooted in peace, prosperity, and planetary regeneration. A passionate storyteller and cultural architect, she produces large-scale events, docuseries, and philanthropic initiatives that unite leaders and inspire systemic change towards a thriving ever present and future for all life on this planet and beyond.

Maryn Ryan Soref is a ReGen NextGen SFO leader, Angel impact investor and speaker at the forefront of elite family office, social impact and global leadership communities. She is the founder of The Peace Train, a global community, 360 media brand, me... Show more

Nagendra Ramachandran is a Senior Technical Program Manager at Amazon with over 15 years of experience delivering large-scale technology programs across e-commerce, financial services, and automotive industries. He has led enterprise-wide frameworks that drove significant infrastructure efficiencies, managed multimillion-dollar infrastructure portfolios, and applied Generative AI and automation to strengthen global operational resilience. Previously, at Bank of America, he directed release management modernization during the post-merger integration with Merrill Lynch, earning a Global Recognition Award for excellence. He began his career at WABCO (ZF Group), developing diagnostic tools for safety-critical automotive systems. Nagendra holds an M.S. in Management Information Systems from Texas A&M University and a postgraduate diploma in Computer Science from the University of Waikato.

Nagendra Ramachandran is a Senior Technical Program Manager at Amazon with over 15 years of experience delivering large-scale technology programs across e-commerce, financial services, and automotive industries. He has led enterprise-wide frameworks ... Show more

Peter Kipkosgei is a Senior Technical Trainer with Kenya’s Ministry of Education – State Department of TVET, where he has been training and mentoring the next generation of geospatial and surveying professionals since 2021. He specializes in delivering competency-based training in surveying, mapping, planning, GIS and remote sensing, while also setting and marking national examinations.
Beyond the classroom, Peter is an accomplished Environmental and GIS Specialist with extensive experience in spatial data analysis, geodatabase design, land use mapping, remote sensing, and environmental projects. He has worked across private sector, consultancy, and climate-focused initiatives, including project management, technical operations oversight, and capacity building.
He is an all-rounded professional who values teamwork, strategic planning, and disciplined time management. He bridges technical expertise with practical training to strengthen Kenya’s human capital in the geospatial and environmental sectors.

Peter Kipkosgei is a Senior Technical Trainer with Kenya’s Ministry of Education – State Department of TVET, where he has been training and mentoring the next generation of geospatial and surveying professionals since 2021. He specializes in deliveri... Show more

I'm a freelance backend engineer with expertise in Java, Kotlin, and Spring Boot, helping startups and scale-ups build scalable systems and evolve their digital products. I've worked across various sectors including Real Estate and Food & Beverage, developing solutions on both monolithic and microservices architectures. In my free time, I enjoy traveling with my spouse, exploring nature through outdoor activities and studying new technologies.

I'm a freelance backend engineer with expertise in Java, Kotlin, and Spring Boot, helping startups and scale-ups build scalable systems and evolve their digital products. I've worked across various sectors including Real Estate and Food & Beverage, d... Show more

Amari Lewis-Simpson is an entrepreneur and investor with a proven track record in capital raising, technology and global business development.

Amari founded ticketing startup Weventra in 2019 aged just 21 to eradicate ticket fraud and a lack of transparency on the secondary market. The company went on to launch NFT-based backstage passes for rap superstar 50 Cent's final lap tour at Wembley.

In 2024, Amari launched Lewis-Simpson Partners (LSP) Capital Group to provide a platform for investors to access a diverse range of opportunities of capital raising across Amari’s expertise sectors of real estate and technology. Already, Amari has successfully secured more than £60M in investments across renewable energy, blockchain, real estate, and high-value asset management.

Amari is also the consummate deal maker, demonstrated when he worked with Barbados government source Metaverse land.

Fast becoming one of the most sought-after global speakers in the circuit, Amari has addressed more than 100,000 people at summits including Google, NFT.NYC, and Binance. He also served as a keynote speaker at the Dubai Global Investment Summit this year, receiving the Young Entrepreneurship Award Under 30. Malta’s Global Real Estate Conference, Qatar Money Expo, Africa Tech Week in Cape Town, and the Global Family Office Investment Summit in Cannes are also previous talks Amari has given to rousing receptions recently.

With a growing and engaged digital audience of more than 600,000, Amari’s influence is spanning across not just sectors and continents but inspiring the next generation.

Amari Lewis-Simpson is an entrepreneur and investor with a proven track record in capital raising, technology and global business development. Amari founded ticketing startup Weventra in 2019 aged just 21 to eradicate ticket fraud and a lack of tr... Show more

Praveen Kumar Manchikoni Surendra is an R&D Engineering Staff Engineer with over 12 years of experience building high-performance, production-grade software systems across the semiconductor, electronic design automation (EDA), gaming, industrial automation, and automotive embedded systems domains. He has contributed to globally recognized technology organizations, including Synopsys, IBM Research, Siemens, Scientific Games, and Wipro Technologies, delivering software used at a worldwide scale.
At Synopsys, Praveen is part of the team developing PrimeTime, the industry-leading Static Timing Analysis (STA) tool used in the design of virtually every modern semiconductor chip by companies such as Google, Nvidia, Apple, Microsoft, Meta, Amazon, Tesla, Intel, and AMD. His work focuses on advanced timing analysis for cutting-edge technology nodes (5nm, 3nm, and beyond), performance optimization, multi-scenario analysis, and hyperscale chip verification. He designed and implemented Simultaneous Multi-Voltage Analysis (SMVA) domain crossing, significantly reducing runtime while improving timing accuracy, and contributed to advanced STA capabilities, including SMC, DVFS, CRPR, hyperscale computing, and 3DIC. Additionally, he explored AI and machine learning applications in EDA.
Previously, at IBM Research, Praveen led the development of an advanced EDA framework for IBM Z series mainframe processors, building core simulation, constraint-solving, and verification infrastructure. He also developed Fusion Lite, an AI-powered tool leveraging machine learning, NLP, and generative AI to generate C++ code for chip verification autonomously.
At Siemens Technologies, he contributed to large-scale SCADA Line Coordination Systems, enabling real-time plant automation and visibility. Earlier, at Scientific Games, he developed electronic casino gaming machines for the Bally brand, including award-recognized and top-selling titles. He began his career at Wipro Technologies, working on embedded infotainment systems for Mazda vehicles released globally.
Praveen holds an M.S. in Information Systems and a B.Tech in Electronics and Communication Engineering, with expertise spanning C++, Python, AI/ML, system design, embedded systems, and large-scale software engineering.

Praveen Kumar Manchikoni Surendra is an R&D Engineering Staff Engineer with over 12 years of experience building high-performance, production-grade software systems across the semiconductor, electronic design automation (EDA), gaming, industrial auto... Show more

As Principal Architect at StrataPrime, Angelo Italiano leads the GCP practice with a focus on security, governance, modernization, optimization, and automation. He has a demonstrated track record of designing and implementing scalable, secure, and modern solutions on Google Cloud. Angelo combines his leadership, software engineering, and DevOps experiences to guide clients through their cloud adoption journeys.

As Principal Architect at StrataPrime, Angelo Italiano leads the GCP practice with a focus on security, governance, modernization, optimization, and automation. He has a demonstrated track record of designing and implementing scalable, secure, and mo... Show more

Dr. Ashley Bryant is a licensed professional counselor with 18 years of clinical experience and the founder of Legacy Family Services, a group private practice based in Oklahoma City. She is also the founder of LeadDash, a HIPAA-compliant EHR and marketing automation platform built exclusively for mental health professionals.

Dr. Ashley's work sits at the intersection of mental health, leadership, and business. She is the creator of the P.U.L.S.E. Framework®, which she applies to leadership, communication, and organizational culture. She has been featured on TLC, PBS, and FOX and in US Weekly and Daily Mail.

She speaks on workplace mental health, burnout, and human-centered leadership, drawing from nearly two decades in the therapy room and the lived experience of building businesses while doing the work. Her clients and audiences walk away with a clearer understanding of how mental health directly impacts productivity, retention, and leadership effectiveness. Her audiences leave with more than insight. They leave antsy to do something about it.

Dr. Ashley holds a PhD in Workforce and Adult Education and a Master of Science from Langston University.

Dr. Ashley Bryant is a licensed professional counselor with 18 years of clinical experience and the founder of Legacy Family Services, a group private practice based in Oklahoma City. She is also the founder of LeadDash, a HIPAA-compliant EHR and mar... Show more

Dolphy Fernandes is an experienced Technology Director in Architecture and Platform Engineering, with over 10 years of experience leading high-performing teams and spearheading digital transformation initiatives for leading global organizations. With a strong background in building enterprise-level platforms, Dolphy’s career has focused on designing agile, cross-functional teams that deliver innovative, high-quality solutions at scale. He is passionate about optimizing team structures and interactions, to unlock faster delivery and improve team engagement.

Dolphy Fernandes is an experienced Technology Director in Architecture and Platform Engineering, with over 10 years of experience leading high-performing teams and spearheading digital transformation initiatives for leading global organizations. With... Show more

Foredragsholder jobber som revisjonsleder og kurs instruktør i DNV i Norge og Sverige

Har mange års erfaring innen informasjonssikkerhet ifra salg, konsulentvirksomhet rådgiving, kursholder og revisor.

Foredragsholder jobber som revisjonsleder og kurs instruktør i DNV i Norge og Sverige Har mange års erfaring innen informasjonssikkerhet ifra salg, konsulentvirksomhet rådgiving, kursholder og revisor. Show more

Sudhakar Marimuthu is a nationally recognized leader in agentic AI and intelligent enterprise transformation. As a Senior Azure Customer Experience Engineer at Microsoft, he drives global customer enablement through Azure AI Foundry, accelerating AI adoption across Fortune 500 companies and public sector organizations.
With over 15 years of enterprise experience, Sudhakar previously led the development of Generative Design AI and data compliance frameworks for the Architecture, Engineering, and Construction (AEC) industry. His innovations supported sustainable infrastructure planning for the Los Angeles 2028 Olympics and Paralympics, advancing a no-new-permanent-build strategy and influencing over $1 billion in nationally significant U.S. infrastructure.
A featured speaker Sudhakar shares insights on redefining customer experience through autonomous AI agents, helping organizations unlock new levels of operational intelligence and agility.

Sudhakar Marimuthu is a nationally recognized leader in agentic AI and intelligent enterprise transformation. As a Senior Azure Customer Experience Engineer at Microsoft, he drives global customer enablement through Azure AI Foundry, accelerating AI ... Show more

Joshua Walitt built Walitt Solutions with a vision around supporting all professionals in the valuation and regulatory ecosystem, with an understanding that all related spaces must function compliantly and efficiently for all to succeed, including appraisers, lenders, AMCs, regulators, and real estate agents.

With a skillset including appraisal, banking, regulations, policy, training, licensing, and enforcement, Walitt leads a team of subject matter experts who fill the varying needs of clients.

Joshua is a speaker, AQB Certified USPAP Instructor, past member of the Colorado Board of Real Estate Appraisers, Past President of the National Association of Appraisers, and expert witness. In 2026, he was voted "Instructor of the Year" by the Buzzy Awards.

Joshua Walitt built Walitt Solutions with a vision around supporting all professionals in the valuation and regulatory ecosystem, with an understanding that all related spaces must function compliantly and efficiently for all to succeed, including ap... Show more

Shiva Chitta is a Technical Architect at Salesforce with expertise in applied AI, data science, and cloud architectures for healthcare systems. His work emphasizes scalable design, data governance, interoperability, and ethical AI in regulated healthcare environments.

Shiva Chitta is a Technical Architect at Salesforce with expertise in applied AI, data science, and cloud architectures for healthcare systems. His work emphasizes scalable design, data governance, interoperability, and ethical AI in regulated health... Show more

Design Director at Focused, a boutique AI consultancy. I've previously led teams at E*TRADE, PODS, and Morgan Stanley.

I studied architecture, but I fell in love with building software. And I've been fortunate enough to design software for millions of people.

Design Director at Focused, a boutique AI consultancy. I've previously led teams at E*TRADE, PODS, and Morgan Stanley. I studied architecture, but I fell in love with building software. And I've been fortunate enough to design software for millio... Show more

I help people speak more clearly

I help people speak more clearly Show more

Georgiana Bigea is the founder of StorytellingArchitect.Com, where she delivers creative works, workshops, and consulting for public and private purposes. She has a degree in Journalism and is currently completing her PhD research on workplace conflict. Her experience includes being a social trends analyst at an international think tank, a storytelling architect in international IT start ups, and a teaching assistant at Babes Bolyai University (Romania) and University of Fribourg (Switzerland).

Georgiana Bigea is the founder of StorytellingArchitect.Com, where she delivers creative works, workshops, and consulting for public and private purposes. She has a degree in Journalism and is currently completing her PhD research on workplace confli... 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