Armando Pantoja is a futurist, investor and strategist, best known for the Power Triad thesis — the argument that compute, data and energy are becoming the core assets of the next economy, and that most portfolios are still positioned for the last one. A USA Today bestselling author of The Strategic Millionaire and The Future of Wealth, TEDx speaker and fifteen-year veteran of financial technology, he founded CNC Group, where he has spent years teaching investors to read structural shifts rather than headlines. Every framework he teaches, he tests with his own capital first. Whether you allocate for a fund or a family office, manage your own book, or are building your first serious position, the question on the table…
Robert Croak is a serial entrepreneur and real estate investor. He founded VestFunder, which helps fund private deals — the kind you cannot buy on the stock market. At Future Wealth he is talking about real things you can own: property, land and physical assets. Where the money is quietly moving while everyone else watches AI. How these deals actually get put together and paid for. And what people are buying right now, not what they said last year. If you invest for a living, it is a straight answer from someone who does these deals himself. If you are building your own money, it is a look at a part of the market most people never get to see.
Ronald G. Wayne is an American engineer, inventor, entrepreneur, and author whose career spans more than seven decades. Trained in technical drafting and engineering design at New York City's High School of Industrial Arts, he built a reputation for precision, disciplined documentation, and practical problem-solving, beginning his career as a freelance engineer and draftsman in the electronics industry and earning his first patent, the Adjustable Range Transducer, in 1960. In the mid-1960s, he joined Lawrence Livermore National Laboratory, advancing to Associate Engineer on the Mirror Fusion Reactor Project, and later founded companies that developed fully electronic casino gaming systems approved by the Nevada Gaming Commission, helping pioneer the industry's shift from mechanical to electronic gaming. He joined Atari in 1973,…
Michael C. Khouw is a portfolio manager, investment strategist, trader, and business news contributor with 30 years of experience in equities, commodities, indices, and related derivatives for both buy-side and sell-side firms. Mike started his career as a floor-based options trader/specialist on the Philadelphia Stock Exchange, the American Stock Exchange, and as a commodity futures options trader on the New York Mercantile Exchange. Mike also worked as an investment analyst at a long/short hedge fund in Los Angeles and was a partner at Cantor Fitzgerald. Mike currently serves as the Strategist and spokesperson for YieldMax ETFs. Mike co-authored The Options Edge with his long-time friend and industry colleague Professor Mark W. Guthner, CFA, and serves as an advisor to several…
Editor-in-Chief and SVP of Content at Investopedia and Chief Business Editor at People Inc. A financial journalist with more than 20 years of experience, he previously held senior roles at Bloomberg and CNN, where his CNNMoney team earned an Emmy nomination. He also hosts The Investopedia Express, now past 300 episodes.
Dr. Boyce Watkins is a Finance PhD, author, and founder of The Black Business School, which has helped millions learn about investing, entrepreneurship, and building generational wealth. A nationally recognized financial scholar and educator, he is the author of The 10 Commandments of Black Economic Power and teaches practical strategies for economic independence. Learn more at BoyceWatkins.com.
Jake Claver is a family office professional and digital asset strategist specializing in custody, wealth structuring, tokenization, and private markets. He is the co-founder, Chairman, and Principal of DAG, a Dallas-based multi-family office, and the founder of Syndicately, a software platform supporting special-purpose vehicle documentation, investor onboarding, and administration. Jake holds a finance degree from the University of North Texas, the Qualified Family Office Professional credential, and training on the R3 Corda tokenization platform. He is also the co-author of Wealth in Numbers and Infinite Banking for Crypto Investors. Through his research, speaking, and educational content, Jake helps investors and families understand how to protect, structure, and strategically manage wealth in an increasingly digital economy.
Co-Founder and Co-CEO of Public.com, a modern investing platform reshaping how individuals access stocks, bonds, treasuries, crypto, and financial intelligence. A longtime fintech entrepreneur, Malling is helping build the next generation of investing infrastructure—where technology, AI, and broader market access are changing how people build wealth.
Scott Clary is an entrepreneur, investor, and author. He hosts the Success Story podcast, where he has candid conversations with some of the most prolific business & thought leaders in the world. The podcast ranks as a Top 10 business podcast, Top 3 Education / Self Development Podcast, has over 100m downloads. His weekly business newsletter reaches over 321,000 subscribers, sharing valuable insights from his experiences throughout his career.
Trinity Chavez is a financial journalist, host, and Lead Anchor at the New York Stock Exchange, where she covers markets, business, and the economy from one of the most important financial institutions in the world. She has worked across major media networks including ABC News, CBS News, and the BBC, covering major domestic and international stories. Trinity also hosts and moderates live events, panels, executive interviews, IPO moments, and market-focused conversations.
Jude Bernard is a seasoned entrepreneur, real estate developer, and financial empowerment advocate with more than 30 years of business experience. A licensed real estate broker and general contractor, Jude has completed more than $100 million in personal real estate transactions while building an extensive portfolio and launching multiple successful ventures. In 2017, he founded The Brooklyn Bank, a nonprofit organization dedicated to advancing financial literacy, wealth creation, and economic opportunity in underserved communities. Through educational programs, mentorship, and community initiatives, Jude helps individuals develop the knowledge and confidence needed to pursue financial independence. Drawing from both his successes and setbacks, Jude shares practical lessons on real estate investing, entrepreneurship, resilience, risk management, and building sustainable generational wealth.
Natasha D. Burton is a serial entrepreneur, AI strategist, and technology innovator with more than 15 years of experience building and growing businesses. A graduate of San Jose State University, Natasha began her career in Silicon Valley, where she developed a passion for technology and entrepreneurship. She later helped launch a global NFT project that generated more than $3.3 million in five minutes and authored NFT Playbook, a guide to blockchain and digital assets. Natasha has founded companies across technology, food and beverage, entertainment, logistics, and consumer products, including NDB Production, NDB Logistics, Eat Vita Pop, and Smack Em Seafood. Today, she is the Founder and CEO of VibeWorks AI Studio, where she helps businesses use artificial intelligence to automate…
Nicole Purvy is an investor, entrepreneur, author, and financial educator with a career spanning Wall Street, private equity, real estate, media, and entrepreneurship. A former institutional bond trader, she is the founder of The Profit Door, a media, education, and investor community focused on helping people understand how money moves and how to position themselves within changing markets. She is also Managing Partner of Invictus Elite Capital Group, a private equity real estate fund focused on multifamily housing and assisted living. Nicole previously founded Better Than Success and Philly Real Estate Week, and her work has earned her three honors from the City of Philadelphia. She has been featured by Marie Claire, Entrepreneur, ABC, FOX, and NBC, with Marie Claire…
Ross Mac, an Ivy League graduate and former Wall Street professional, is a Telly Award winning financial educator and the founder of Maconomics. After honing his expertise at Morgan Stanley and GCM Grosvenor, Ross now democratizes financial education through his digital content production. Maconomics aims to fill a critical void by offering digestible and relatable financial education to those traditionally underserved by the financial industry. Ross is a media personality who works with Yahoo Finance, Complex, Revolt TV, BET and more. He’s recognized as a McDonald's Game Changer, enabling him to provide financial education to the nation's top high school athletes that play in the McDonald’s All American game. He also was recently named a top 100 Money Expert by…
Bilal Little is Global ETF Strategist at Direxion, where he focuses on ETF strategy, market innovation, and investor education. With nearly two decades of experience across the ETF ecosystem, Bilal has held leadership roles at Direxion, the New York Stock Exchange, BlackRock, and Harbor Capital Advisors. Most recently, he served as Director of Exchange Traded Funds at the NYSE, helping drive ETF market development, issuer engagement, and investor education initiatives. Bilal is a recognized expert on ETFs, thematic investing, digital assets, and the evolving future of capital markets.
Brian Ford is Vice President and Head of Business Solutions and Digital Assets at ATB Financial. With more than 30 years of experience across North America and Asia-Pacific, he leads ATB’s Payments, Liquidity, Trade Finance, and Cryptocurrency businesses. Brian has extensive experience in traditional banking and digital finance, with a focus on connecting established financial services with emerging technologies. His career includes five years in Asia, where he served as Country Head for HSBC’s Global Liquidity and Cash Management business in South Korea. Throughout his career, Brian has built and grown businesses, introduced new digital solutions, and led teams through changing financial and regulatory environments. Outside of work, Brian is passionate about animal welfare and parrot rescue. He has four…
Brittany Bell is a real estate investor and fund manager helping accredited investors access cash-flowing real estate opportunities through Bell Acquisitions and her proprietary Residual Revenue™ strategy. Her experience includes more than 40 real estate acquisitions, over $4 million in capital raised, and the management of a 142-unit multifamily property. At Future Wealth, Brittany will explore how strategic real estate investing can generate passive income, diversify wealth beyond public markets, and position investors for long-term growth in a rapidly changing economy.
After beginning his career at NASA's Jet Propulsion Laboratory and later working with Deloitte and Ernst & Young, Cedric Nash founded Oakland Consulting Group, growing it into a multi-brand enterprise that has generated more than $90 million in revenue. An accomplished entrepreneur, investor, and author, Nash achieved financial independence through business ownership, stocks, real estate, and private equity, and has spent the last three decades helping others build wealth. Known as "Your Millionaire Mentor," he is the creator of the Millionaire Money Moves framework and the author of Why Should White Guys Have All the Wealth?, inspiring audiences nationwide to think bigger, invest smarter, and build lasting generational wealth.
Jenn Hildebrandt is a multi-7-figure business mentor and the founder of TFL Collective, where she helps ambitious women build scalable, leveraged income through high-ticket sales and simple, repeatable systems. Her work is built on the principle that cash flow comes first — you can't invest properly until the income is real and repeatable. Once that foundation is built, she guides women into learning to invest, understanding smarter tax structures, and building long-term wealth, with a strong focus on closing the financial literacy gap for women. At Future Wealth, she brings the operator's view: how income gets built, owned, and turned into lasting wealth.
Jessica Smith is a talent, operations, growth, and strategy leader with over 12 years in technology and AI, combining hands-on business execution with institutional-grade signal and market intelligence. Her approach bridges operational strategy with quantitative capabilities, helping organizations uncover hidden revenue opportunities, identify emerging capital flows, and recognize meaningful market signals before they become widely visible. She believes in being the source of truth for the organizations she works with, grounding decisions in signal rather than noise. By connecting data-driven signal and market intelligence with practical execution, Jessica helps founders, executives, and organizations turn complex market dynamics into clearer strategies, stronger operations, and actionable growth opportunities. Her foundation in talent acquisition gives her a sharp eye for the people side…
Johnny Marines is a renowned music executive and former President of Roc Nation Latin. As manager of global superstar Romeo Santos and formerly of Aventura, he helped build one of Latin music’s most successful brands, producing multi-platinum releases and sold-out performances at Madison Square Garden and Yankee Stadium. A three-time Billboard Latin Power Player, Marines brings decades of experience in leadership, brand building, talent management, and transforming cultural influence into enduring business success.
Deepak is a multiple-exit entrepreneur and AI technology leader who conceptualized and built the Extraction Engine for ZoomInfo. He currently serves as CTO of Dexlock, leading large-scale AI implementations. With experience dating back to the early days of machine learning, Deepak brings deep technical expertise and practical insight into AI’s real-world business applications. He is also a frequent speaker at AI, technology, and business conferences.
Dr. Chae Life, MD, MBA, is a board-certified Family Medicine physician, entrepreneur, and founder of Life Code Medical, a longevity and performance-focused medical practice in Metro Atlanta. She earned her medical degree and International MBA from Florida International University and completed her residency training at Mount Sinai in New York City. After years treating chronic disease, she became focused on prevention, longevity, and helping people optimize their physical, mental, and metabolic health before illness occurs, combining advanced diagnostics, precision medicine, hormone optimization, peptide therapies, and lifestyle medicine to help patients reach their highest potential.
Greg Cucino is a seasoned entrepreneur with four successful exits, including one through IPO, and has spent over 20 years at the intersection of business operations, venture capital, private equity, and technology. He is the founder of InfinixIQ, which connects the disconnected systems investors and boards rely on — revenue, burn, hiring, and spend — so portfolio reporting reflects what's actually happening in real time rather than a curated snapshot pulled together the night before a board meeting. He's also the founder of RoundTable Strategy Advisors, an Inc. 5000 company. Greg's focus is on giving investors and operators the tools to catch risk early, from deal sourcing and portfolio monitoring to compliance red flags and M&A due diligence.
Joshua Hartnett spent 13 years building a successful career in industrial sales before stepping away from corporate America at age 40 to pursue a larger mission: making investing more accessible to those who have traditionally felt left out of wealth-building conversations. He is currently writing a book that breaks down the barriers to investing and empowers everyday people to build lasting financial freedom through long-term ownership and investing.
Neil is a Market Educational Coach with over 10 years of experience in the stock market. He has developed a passion for day trading and strategy development, along with a unique teaching style centered on simplicity. His “Triple C” framework—Clarity, Confidence, and Control—guides traders toward becoming independent and informed investors.
Olga Alcaraz is a dynamic speaker, LinkedIn branding strategist, and federal contracting expert helping entrepreneurs and professionals turn visibility into opportunity. She specializes in building powerful personal brands, navigating the federal marketplace, and positioning purpose-driven leaders to expand their influence, unlock new revenue opportunities, and build careers and businesses aligned with their long-term vision.
Speaking at Future Wealth? Session titles and headshots go to the team.
The Experience · Agenda · Speakers · Tickets · Location · Partners · Vendors · Who Attends · Why Attend · Founder Circle · Press · Brand Guide · FAQ · The CNC Group
The Future Wealth Conference is produced by The CNC Group. Nothing at the event or on this site is investment, financial, legal or tax advice; speakers' views are their own. © 2026 The CNC Group.
One step, then straight to Eventbrite. We'll send your confirmation, the schedule and any changes.
Tickets are sold on Eventbrite. No spam — event updates only.