Featured speakers

Kevin serves as Global Fixed Income CIO and the Co-Head of the Investment Committee.In addition, Kevin serves on the firm’s Leadership Team, helping to set corporate strategy direction. Kevin's career has spanned more than 30 years and during that time he has served in various capacities in trading, portfolio management, and risk management. He joined RiverFront in 2010 and has served in several positions that included senior Fixed Income Portfolio Manager, Chief Risk Officer, COO of the RiverShares Division, and Chief Market Strategist prior to his current role. He is also a regular guest on financial news channels (CNBC, Bloomberg, Yahoo Finance) and is frequently quoted in the financial press. Kevin earned a BA in Business and Economics from Randolph-Macon College, an MBA and a Master's in Decision Analytics from Virginia Commonwealth University. He earned his Chartered Financial Analyst® designation in 2014.

Tony O’Brien serves as Chief Commercial Officer for our Irish business where he leads our business development and solutions efforts across our client base. He brings with him 25 years of experience in the offshore space where he has advised clients on the structuring of investment funds in all offshore jurisdictions including Ireland and Luxembourg. Tony has particular expertise in ETFs in Europe and was a lead member of the team that launched Europe’s first ETFs in 2000. Since then, Tony has driven thought leadership and spoken at numerous conferences and events on the topic. Tony is also experienced in establishing strategies as diverse as active UCITS, money market funds, alternatives, private equity and private debt.

Anna Paglia is executive vice president and chief business officer for State Street Global Advisors. As chief business officer, she is responsible for developing long-term growth strategies for its major businesses across global ETFs, index, cash and defined contribution; increasing the firm’s overall competitive positioning; and delivering investment exposures and tailored solutions to its clients. Anna is also a member of the State Street Global Advisors’ Executive Management Group. Prior to joining State Street Global Advisors in 2024, Anna was Managing Director, Global Head of ETFs, Indexed Strategies, SMAs and Models at Invesco Ltd. In this role, she was responsible for managing the operations and setting forth the global growth and commercialization strategy for Invesco’s ETFs and indexed business. Before joining Invesco, Anna was a partner in the investment management group at K&L Gates LLP and served as fund counsel and counsel to the independent directors for a number of mutual funds and ETFs. Prior to K&L Gates LLP, she was in-house counsel at Barclays Global Investors in London, where she contributed to the European expansion and cross-listings of the iShares ETFs. Anna has provided thought leadership to the ETF industry since 2000 and has worked toward ETF innovation in both Europe and the United States. Anna earned a Juris Doctor from L.U.I.S.S. Law School in Rome, a law school certificate from Kingston University School of Law in London, and a Master of Laws from Northwestern University School of Law in Chicago. She is admitted to practice law in Illinois and New York.

Josh began his career at Williams de Broe in 2005 before joining Master Capital, a fund of equity hedge funds. He left in 2012 to join Aurum, a fund of hedge funds, where he distributed both their offshore and UCITS offering. In 2017 he worked with Brook Green, a third-party marketing and distribution firm. In 2019 he joined EPIC Investment Partners as a partner and a member of the BD team. He left to join HANetf in January 2023. Josh is knowledgeable in both traditional and alternative asset classes. During his career he has distributed various hedge fund strategies, long only equity and fixed income funds (investing in both developed and emerging markets) and an array of private lending strategies.

Hester M. Peirce was appointed to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018. Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she advised Ranking Member Richard Shelby and other members of the Committee on securities issues. Commissioner Peirce served as counsel to SEC Commissioner Paul S. Atkins. She also worked as a Staff Attorney in the SEC’s Division of Investment Management. Commissioner Peirce was an associate at Wilmer, Cutler & Pickering (now WilmerHale) and clerked for Judge Roger Andewelt on the Court of Federal Claims. Commissioner Peirce earned her bachelor’s degree in Economics from Case Western Reserve University and her JD from Yale Law School.

For 28 years, Bob Pisani reported live from the floor of the New York Stock Exchange as CNBC’s Senior Markets Correspondent. His book, Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange, reflects on how markets have changed, what really moves stock prices, and why forecasting is so hard, even for experts. Bob has started a new chapter to share the lessons he has learned.

As Chief Growth Officer, Dale Riley leads Independent Advisor Alliance's strategic expansion, driving both organic and inorganic growth. He draws on extensive industry experience, including roles at LPL Financial, MetLife, and AXA Advisors, to execute the firm's nationwide strategy. Dale specializes in advisor recruitment, deepening partner firm relationships, and executing successful mergers and acquisitions. He is a Certified Financial Planner™ and earned his B.S. in Business Entrepreneurship from Elon University.

Cullen Roche is the founder of Discipline Funds, a financial planning–driven ETF firm focused on aligning investment portfolios with real-world time horizons rather than market predictions. He is the author of Understanding the Modern Monetary System, Pragmatic Capitalism and Your Perfect Portfolio. For more than two decades, his research and writing have helped shape the discussion around macroeconomics and portfolio construction, making him a leading voice in practical, evidence-based investing.

Mr. Roesler is a Senior Managing Director and Head of Multi-Sector Credit for Obra Capital. Before joining Obra in 2022, Mr. Roesler was a Partner and Portfolio Manager at Apollo Global Management. He was responsible for synthetic structured credit investing, solutions, capital relief transactions, and secured financing. He was also a voting member of Apollo’s structured credit investment committee responsible for all CLO, ABS, and esoteric corporate structured credit investments. Previously, Mr. Roesler was a Director at Citigroup on the Credit Correlation desk, responsible for all risk management and bespoke asset origination and trading. Before Citigroup, he began his career at Deutsche Bank in a variety of transaction management and fixed-income structuring seats. Mr. Roesler graduated from the College of New Jersey with a B.S. in Finance.

An award winning journalist, James Rogers joined InvestmentNews in January 2026 after spending more than three years as a financial columnist at Dow Jones' MarketWatch. He previously worked at Financial Times Specialist, Fox News, and the Street.com, where he was the Managing Editor. He is a former Strictly Financials Fellow at the Reynolds Center for Business Journalism and previously embedded with the U.S. military in Afghanistan. He is a long-suffering fan of the English soccer team Everton.

Todd Rosenbluth is the Head of Research & Editorial at VettaFi. He oversees the firm's research into ETFs, product trends, and advisor behavior. He was previously the head of ETF & Mutual Fund Research at CFRA. Todd is frequently quoted in the financial press at outlets like Barron's, the Financial Times, Investment News, and the Wall Street Journal, and has spoken at various ETF conferences.

Tyler Rosenlicht, Senior Vice President, is a portfolio manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities. Prior to joining the firm in 2012, Mr. Rosenlicht was an investment banking associate with Keefe, Bruyette & Woods and an investment banking analyst with Wachovia Securities. Mr. Rosenlicht has a BA from the University of Richmond and an MBA from Georgetown University. He is based in New York.

Robert Russo is the Founder and CEO of Independent Advisor Alliance. Combining his expertise as a former financial advisor with his entrepreneurial drive, Robert has fueled IAA's explosive success, growing the firm from just $100 million to more than $22 billion in assets under supervision. He is responsible for setting the long-term business strategy, identifying key growth opportunities, advisor recruitment, and overseeing all firm operations, empowering independent advisors to thrive. Robert holds a B.S. in Sports Management from the University of Tennessee.

Dana Ryan is the Director of Corporate Communications and Public Relations at Independent Advisor Alliance. Dana manages all media relations and strategic communications, ensuring key business initiatives reach the right audiences. She also supports IAA’s advisor-focused marketing service, Creative Capital. Dana brings more than two decades of communications expertise from diverse organizations, including NBC News, Comcast, and The American Red Cross. She holds a B.A. in Communication Studies from West Chester University.

Jessica Sexton is Chief Compliance Officer for Independent Advisor Alliance and is instrumental in safeguarding the firm and its advisors. With a focus on stability and integrity, Jessica proactively manages IAA's compliance landscape, ensuring adherence to complex regulatory requirements and internal policies. Her extensive background includes leadership roles at LPL Financial, as well as experience with TriCapital Financial Group and Progressive Insurance. Jessica holds a B.A. in English from Baldwin-Wallace University and maintains her Series 7, 24, and 66 licenses.

Jeffrey Sherman, DoubleLine’s Deputy Chief Investment Officer, is a thought leader, portfolio manager and public speaker in the industry. Mr. Sherman is a member of DoubleLine’s Fixed Income and Global Asset Allocation committees, and he serves as lead portfolio manager for the firm’s multi-sector and derivative-based strategies. In his role, Mr. Sherman guides the investment teams in developing top-down macro views and collaborative asset allocation processes throughout a market cycle. Additionally, he is a member of DoubleLine’s Executive Management Committee. In 2018, Money Management Executive named Mr. Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW, where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Prior to that, he was a statistics and mathematics instructor at the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the USC/CFALA CFA® Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from Claremont Graduate University. Mr. Sherman is a CFA® charterholder.