3-13-25 - Balancing Innovation and Trust: AI for Financial Advisors

Panelists:

Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI

Craig Kirkpatrick is a 30-year financial services veteran and Co-Founder of Optimal AdvisorAI. He has engaged thousands of financial professionals through courses and presentations on how to use AI to save time, enhance client connections, and drive growth. His perspective is grounded in over 2,500 hours and 7,500 prompts working directly with AI models.

Tobin Bennion, Head of Sales, Jump AI

Tobin Bennion is Head of Sales at Jump AI, where he works with RIA and broker dealer teams every day to implement safe and practical advisor focused AI. Jump AI is the leading Advisor AI meeting assistant that cuts meeting admin time by up to 90% while elevating the client and advisor experience by putting meeting prep, note taking, and meeting follow up work on AI autopilot. Jump's award winning technology is trusted by thousands of advisors, partnered with firms including LPL, Osaic, Raymond James, Sanctuary, Allworth, and more because it is built for advisors, customizable, deeply integrated with the advisor tech stack, and safe and compliant. Tobin previously worked in sales and business development at Snowflake, a leading big data platform, and in strategic finance at Medallia, a customer experience management platform. Tobin received an MBA from Stanford GSB and an undergraduate degree in Mathematics from the University of Utah.

Ben Olsen, Founder & CEO, Beemo Automation

Ben Olsen, founder of Beemo Automation, is a former financial advisor turned fintech and AI expert. His journey includes experience at an independent RIA, Merrill Lynch, and a fintech startup, as well as earning a master’s degree in applied data science. Today, he leads Beemo Automation, specializing in AI Automation consulting and custom solutions for financial advisors.

Mark Gilbert, Co-Founder & CEO, Zocks

Prior to founding Zocks, Mark was a product and technology executive at Twilio, Hearsay Social and Microsoft. Mark has been working on AI and communications for the past 10 years and has built some of the most widely used products for businesses.  

Alex Mathe-Cathala, Co-Founder & CEO, Vega Minds

Alex Mathe-Cathala is the Co-Founder and CEO of Vega Minds. Vega Minds offers an AI-native email solution to financial advisors. Alex was previously Chief Investment Officer at Lifeworks Advisors, an RIA firm. He cofounded Aimvest Technologies, a quantitative investment technology startup. Alex is an MIT graduate and has a background in quantitative finance and programming.

Agenda:

3:00 - 3:20 pm – Chapter Announcements & Strategic Partner Acknowledgements

3:20 – 4:20 pm – Panel Discussion 

4:20 - 4:30 pm – Final Comments

4:30 pm - Program Ends & Networking Mixer Begins

Thank You to Our Meeting Strategic Partner!