SPEAKERS, FACILITATORS, & ATTENDEES

Travis Allen

Travis Allen

Wealth Strategies Group

Jeffrey Aschieris

Jeffrey Aschieris

Whittier Trust Company

Joe Baratta

Joe Baratta

Bonhams Auctioneers & Appraisers

John Barnett

John Barnett

MA(Oxon) CTA(Fellow) TEP, Solicitor - Partner, Burges Salmon LLP

Michael Becher

Michael Becher

Miller Giangrande LLP

David Beeton

David Beeton

Willis Towers Watson

Steven Boyd

Steven Boyd

Northern Trust

Cynthia D. Brittain

Cynthia D. Brittain

J.D., TEP, Partner Karlin & Peebles

Robert Bukacek

Robert Bukacek

Pacific Advisors

Blaine Burch

Blaine Burch

BHR Law Group

Yiyan Cao

Yiyan Cao

CaoLaw PC

Daniel Capobianco

Daniel Capobianco

Law Office of Daniel B Capobianco

Alan Chew

Alan Chew

Morgan Stanley

Jenny Cong

Jenny Cong

Health Wealth Management

Greg Custer

Greg Custer

Whittier Trust

Camden Delong

Camden Delong

Generations Trust & Estate Planning

Frank Deptola

Frank Deptola

Frank Deptola & Associates, LLC

Robert W. Dietz

Robert W. Dietz

Investment & Wealth Strategies Group

Jeremiah W. Doyle IV

Jeremiah W. Doyle IV

Senior Director, BNY Mellon Wealth Management

David Eckstein

David Eckstein

Management Planning, Inc.

Jared Eichorst

Jared Eichorst

AltaView Advisors LLC

Kory Felix

Kory Felix

AltaView Advisors LLC

Ashley Fife

Ashley Fife

Carey Olsen

Daniel Frajman

Daniel Frajman

BCL, LL.B, TEP, STEP Montreal Past-Chair, Spiegel Sohmer Attorneys

Thomas J. Frank

Thomas J. Frank

Jr., J.D., TEP, CIMA

Anne Gifford Ewing

Anne Gifford Ewing

Capital Group

Michael Gordon

Michael Gordon

J.D., LL.M., Partner, Gordon, Fournaris & Mammarella, P.A

David Guterman

David Guterman

Guterman Organization

Carsten Hoffmann

Carsten Hoffmann

STOUT

Gregg Homan

Gregg Homan

JTC Group

Charles Horn

Charles Horn

Whittier Trust Company

Paul Hynes

Paul Hynes

Aspiriant

Christy Jing

Christy Jing

Armanino, LLP

Andrew M. Katzenstein

Andrew M. Katzenstein

J.D., LL.M., ACTEC, Partner Proskauer

Walter Killmer

Walter Killmer

Smith, Gambrell & Russell, LLP

Vanessa Klass

Vanessa Klass

BNY MELLON, N.A.

Kara Koerner

Kara Koerner

Karlin & Peebles, LLP

Joseph Kuo

Joseph Kuo

Nationwide

Aaron Li

Aaron Li

Hone Maxwell

Lily Liu

Lily Liu

Lily Liu Financial

Baoping Liu

Baoping Liu

Whisper investment consulting Co.

Erica E. Lord

Erica E. Lord

CFO BNY Mellon Wealth Management

Alex HC Lu

Alex HC Lu

Partner, Grandall Law Firm

John Lynch

John Lynch

ROYCE LYNCH WEALTH ADVISORY

Shaun Mcnaughton

Shaun Mcnaughton

Brown & Streza LLP

Shelly Merritt

Shelly Merritt

Berg, Hill, Greenleaf, and Ruscitti LP

Doug Mikkonen

Doug Mikkonen

Bridgeford Trust Company

Jonathan Mintz

Jonathan Mintz

Evergreen Legacy Planning, LLP

Kevin J. Moore

Kevin J. Moore

Founder KJMLAW Partners

Michael D. Mulligan

Michael D. Mulligan

J.D., ACTEC, Member Lewis Rice LLC

Sean Muntz

Sean Muntz

RMO LLP

Dave Myers

Dave Myers

LSL CPAs and Advisors

Jennifer Nakamura

Jennifer Nakamura

J. Nakamura Law, APC

Ada Wai Shan Ng

Ada Wai Shan Ng

Cone Marshall HK Limited

Alex Ni

Alex Ni

Cone Marshall HK Limited

Maria‐Soledad Otero

Maria‐Soledad Otero

Partner, Karlin & Peebles, LLP

Robin Park

Robin Park

SingerLewak LLP

Jennifer Park

Jennifer Park

Brown & Streza, LLP

Victoria Pastore

Victoria Pastore

JTC Group

Judith Pearson

Judith Pearson

Woodruff Sawyer

Christine Quigley

Christine Quigley

ArentFox Schiff LLP

Mike Randall

Mike Randall

Premier Trust

Craig Redler

Craig Redler

J.D., TEP, STEP Orange County Chair Law Offices of Craig S. Redler

Nicola Saccardo

Nicola Saccardo

LL.M., STEP, ACTEC, TIAETL, partner, Charles Russell Speechlys LLP

John Sandweg

John Sandweg

Nixon Peabody

Jakob Schroeter

Jakob Schroeter

Nixon Schroeter Group

Paul Song

Paul Song

Bonhams Auctioneers & Appraisers

Stephen Stafford

Stephen Stafford

Brown & Streza LLP

Christoph Stalder

Christoph Stalder

Kaiser Partner Financial Advisors AG

Ignacio Terrera

Ignacio Terrera

JTC Group

Christiaan Van Den Hout

Christiaan Van Den Hout

Vie International Financial Services Ltd

Kyle Vataha

Kyle Vataha

AltaView Advisors LLC

Ethan Wang

Ethan Wang

Partner, Grandall Law Firm

David Warren

David Warren

Bridgeford Trust Company

Yana Weaver

Yana Weaver

LSL CPAs and Advisors

Chuhan Wei

Chuhan Wei

UCLA Anderson

Christine Weiner

Christine Weiner

CHRISTINE C. WEINER, A Prof Law Corp.

Alyson Wise

Alyson Wise

Bessemer Trust

Megan R. Worrell

Megan R. Worrell

Global Families Group

Leslie Wright

Leslie Wright

Chairman, North America, Bonhams

Michael Yi

Michael Yi

Newport Valuations, Inc.

Fei Zhao

Fei Zhao

ARMANINO LLP

Shudan Zhou

Shudan Zhou

J.D., Partner, Norton Rose Fulbright

Jie Zhu

Jie Zhu

Petrinovich Pugh & Co., LLP

Mark Zimmerman

Mark Zimmerman

LSL CPAs and Advisors

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