Gib Veconi is founder of Peridrome Corporation, a developer of wealth management automation solutions for financial institutions. Gib has over 20 years of experience in financial technology for retail investing. He is a former Chair of the Money Management Institute's Managed Account Solutions Standards Committee.Gib was formerly Director of Separately Managed Account Technology for Lord Abbett & Co., and Managing Director at Wall Street Access.

Eric is the former President of Wall Street Access, where he diversified the firm's revenue and drove business growth for over 20 years in both online and traditional distribution channels. He joined Wall Street Access following a 20-year career with leading public relations and advertising agencies, including Burson Marsteller. Eric is a trustee of Emerson College in Boston and holds FINRA licenses 7, 63, 24 , 9 and 10.

Jerry Rubin has over 35 years of experience developing software for personal finances, online investing and B2B financial services. He launched "Managing Your Money," the first personal finance manager for personal computers, and developed online brokerage and RIA solutions for Ameritrade and Fidelity Investments. Jerry holds a Master of Science in Applied Mathematics from Brown University.