Topic Breakout #1: RIA Mega Demo – Modern RIA Operating System
The Wealth Mosaic Live US 2026 · 2 November 2026 · 13:20–14:35
Topic Breakout #1: RIA Mega Demo – Modern RIA Operating System was a session at The Wealth Mosaic Live US 2026 on 2 November 2026 in New York, with 9 speakers on record.
Speakers
- Michael Casciano — Chair President and Founder, EVO Wealth Consulting
- Ian Karnell — Panelist Chief Executive Officer, VastAdvisor
- Tom Burmeister — Panelist VP, Product Solutions, Conquest Planning
- Bob Leaper — Panelist Senior Business Development Executive, SmartLeaf
- Jim Hardeman — Panelist EVP, Product, Zocks
- Mark Ovaska — Panelist Head of Product, Field
- Peter Dietrich — Panelist Global Head of Index Sales, TMX VettaFi
- David Navama — Panelist Cofounder & CEO, Storyline
- David Rankin — Panelist Chief Revenue Officer, Proteus