| Name | Company Name | Job Title |
|
| Mark Casella | Coppertree Ltd | CEO and Chairman |
| Katie Kinsey | Coppertree Ltd | President |
| Michael Brink | Nease Lagana Eden & Cully | Executive Vice President |
| Sean Maher | Morgan Stanley | Executive Director |
| Brenda Sallstrom | Cherry Tree Family Office | Chief Investment Officer & Managing Director |
| Leslie Giordani | Giordani, Schurig, Beckett & Tacket | Partner |
| Robert Frank | Wall Street Journal | Senior Writer |
| Thomas Livergood | Family Wealth Alliance | Chief Executive Officer |
| Pamela Radsch | Hub International Personal Insurance | Vice President |
| Russell Deakin | CRP | Family Member and Partner |
| Robert Bernstein | PRISM Global Advisors | Managing Member |
| Fredda Herz Brown | Relative Solutions | Founder |
| Jim Kane | Hub International Personal Insurance | President |
| Maura Devine | Devine PR | Media Trainer |
| John Bailey | Spruce Private Investors LLC | Founder and CEO |
| Dale Veitch | Lexington Family Office Services | Partner |
| Linda Mack | Mack International | President & Founder |
| Steve Braverman | Harris MyCFO | President |
| Mark Blumenthal | Blackman Kallick | Partner |
| Paul Viollis | Risk Control Strategies | CEO |
| Stephen Chance | Arlington Capital Investors Ltd | Chief Executive Officer |
| R. Sean McCurry | Pinnacle Family Advisors | President |
| Dan Berg | Integrated Wealth Services | Sr. VP & CTO |
| Patricia Angus | Shelterwood Financial Services LLC | Principal |
| Brian Hughes | Pitcairn Trust Company | Senior Vice President |
| Mark F. Polzin | Ranch Fiduciary Corporation; formerly of the Moreland Family Office | President |
| Lee Hausner | IFF Advisors | Partner & National Director |
| Iris Wagner | President and Founder | Memoirs Productions |
| Rhona Vogel | Vogel Consulting Group SC | Owner/President |
| Joe Moran | DWS Scudder Distributors, Deutsche Bank Group | Director |
| Christine Woolsey | Hill & Knowlton | Vice President |
| Steve Johnston | Second City | |
| Rollie Vincent | Bombardier Flexjet | Director, Strategy & Business Development |
| Charles B Grace III | Ashbridge Investment Management | Chairman |
| Bill Milliken | Communities in Schools | Founder |
| Ram Rao | Barclays Capital | Director and Head of Fund Derivatives Sales |
| Teddie Ussery | Family Office Matters LLC | Founder |
| Rona Fingold | Lexington Family Office Services | M.S.W., J.D., LL.M |
| Daniel Thiem | Royal Management Corp. | Vice President, Family Office |
| Randy Slifka | Slifka Asset Management | Principal & Family Member |
| Joe Calabrese | Harris MyCFO | President |
| Tom Handler | Handler Thayer & Duggan LLC | Partner |
| Andrew Keyt | Loyola University Chicago | Executive Director, Family Business Center |
| Fran Lotery | Relative Solutions | Principal |
| Reginald Beaty | Communities in Schools | EVP & COO |
| Sam Davis III | Relative Solutions | Principal |
| Henry Blackie | Arlington Capital Investors Ltd | Chairman |
| Jarrett Boswick | Handler Thayer & Duggan LLC | Managing Principal |
| Sean Maher | Morgan Stanley | Executive Director |
| Robert W. Chesner | Giordani, Schurig, Beckett & Tacket | Director |
| Troy Stremler | Newdea | Founder & CEO |
| Bruce Boyd | Arabella Philanthropic Investment Advisors | Principal & Managing Director |
| Roman Inochovsky | Lexington Family Office Services | Ph.D., M.B.A |
| Laird Koldyke | Laird Norton | Family Member |