Ryan Morfin is the Chief Executive Officer of Wentworth, a firm dedicated to revolutionizing wealth management through innovation and client-centric strategies. With a background in investment banking and private equity, Ryan has steered Wentworth towards becoming a leader in alternative investments, focusing on creating tailored solutions for high-net-worth individuals and institutional clients. Shirl Penney is the President and Chief Executive Officer of Dynasty Financial Partners, where he oversees the development of technology and services aimed at empowering independent financial advisors. With deep industry knowledge and a passion for transforming financial services, Shirl has helped grow Dynasty into one of the most respected platforms in the independent wealth management space. Christopher Dupuy is the Managing Director and Chief Operating Officer of Rockefeller Private Wealth, a division of Rockefeller Capital Management. With years of experience in wealth management, Christopher plays a key role in expanding Rockefeller’s reach and offering comprehensive financial services to wealthy families, institutions, and corporations. His strategic leadership has been pivotal in positioning Rockefeller Capital as a trusted name in private wealth management.