Advyzon is an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Their exceptional technology and unmatched service exist to improve the advisor experience – whether it’s via portfolio and firm management or client relationships and growth.

Hailin Li is founder and CEO of Advyzon, an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Prior to founding Advyzon, Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010. Hailin then founded Advyzon in 2012 to pursue a true all-in-one platform for advisors.

Founded in 2016 and headquartered in McLean, Virginia with additional offices in Houston and The Woodlands, Texas, Bogart Wealth is one of the fastest-growing RIA firms in the country, as identified by Inc. Magazine (Inc. 5000), Financial Advisor Magazine, SmartAsset, Citywire, Houston Business Journal, and more.

In the short time Patrick Marcinko has been in the financial services profession, he has accomplished a lot. He’s been quoted in Fortune, Business Insider, USA Today, U.S. News and World Report, Yahoo! Finance, CNET Money, and GOBankingRates. He has led Bogart Wealth LEARNING SERIES webinars and featured on the firm’s podcast with firm founder James Bogart.

​Patrick is the Director of NexGen for the Financial Planning Association National Capital Area (FPA NCA) chapter, organizing opportunities for younger planners to connect and grow in their careers from FPA's resources.

Kwanti is a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. The intuitive, web-based interface allows investment advisors to balance serving clients well and managing portfolios with data-driven expertise by combining powerful analytics and proposal generation designed to optimize time and resources.

One of the services that The Oasis Group provides is Cybersecurity Assessment and Implementation, which provides firms with an independent and third-party review of their cybersecurity program using leading best practices to assess risk.

​Through the firm’s enhanced cybersecurity assessment services, introduced within the last year, John O’Connell and his team at The Oasis Group use a 56-point checklist, which aligns with the Center for Internet Security (CIS) framework. The team delivers a comprehensive 40-50 page cybersecurity assessment that evaluates where the wealth management firm stands today and what can be done to improve its cybersecurity posture in the future. 

The Oasis Group is a leading consultancy in the wealth management industry, helping wealth management and financial technology firms create and focus on their unique value proposition to attract advisors and clients, and ultimately generate higher revenue. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. With extensive leadership experience in both emerging businesses and mature, established organizations, founder John O’Connell and his team are passionate about helping financial services and technology firms solve their most complex technology and sales challenges, helping clients stay focused on their growth, generate more revenue through great sales processes, build fantastic products by understanding the market and competition, and provide amazing service to their customers and clients.