June 17, 2026 | 1:15 PM - 2:15 PM
Wealthtech Showcase
FinTechs to Watch – A showcase of seven emerging fintechs redefining advice and reshaping the wealth experience. They will compete for Best in Show, with lunch with Kunal Kapoor, Morningstar’s CEO, as the grand prize.
Moderated by Nate Hartauer of Fintech Alliances, this session features showcases by Avery Light (DeepVest), Jimmy Schaeve (PlanPulse IQ), Ilyas Zakiat (BIASafe AI), Florian Kohler (AltQ), AJ O’Hara (Abacus), Sindhu Joseph (CogniCor), and Cameron Howe (Investipal).
- FinTech
- Practice Management
- AI
Speakers

Jack Babbush
Centana Growth Partners
Vice President

Rahul Baig
Wells Fargo
Head of Venture Capital & Growth Equity Coverage

Linda Bready
CleverX Consulting
Founder