Building the Brokerage Experience in 2026

Mike Foy is Managing Director and Head of Wealth Intelligence at J.D. Power. He works with leading financial services brands to more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement. With over two decades of experience in the wealth management industry, Mike previously served as Global Head of Client Insights at Citi Wealth. His expertise has earned him recognition as a thought leader, with features in The Wall Street Journal, Barron’s, and The New York Times, as well as keynote speaking engagements at industry conferences. Mike earned a bachelor’s degree in English literature and philosophy from Muhlenberg College in Allentown, Pennsylvania and an MBA in Marketing from Rutgers Business School.

Kathryn is a fintech trailblazer, known for her pivotal role in the rise of the industry's premier technical analysis tool at startup Recognia, successfully acquired by Trading Central. Bridging her expertise in computer science, design, and analytics, Kathryn steers a high-performing team to extract actionable insights from data, driving product strategies that fuel growth. With her vast network and deep industry knowledge, Kathryn is a vital ally to brokers globally, helping them envision innovative, cost-effective solutions that reshape the retail investing experience. (GMBA, B. Comp. Sci., CMT I)