Keynote Speaker:

Gina Martin Adams

Bloomberg Intelligence
Global Director of Portfolio Strategy, Chief Equity Strategist

Gina Martin Adams, CFA, CMT, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a Bachelor’s of Science degree in Business Administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, is a member of the CFA Institute and CFA Society of New York, and is on the Board of Directors for the CMT Association. She is also a member of the Financial Women's Association and 100 Women in Finance. She serves on the Business Advisory Council for the Warrington College of Business at the University of Florida and a member of the Advisory Board for Emory University’s Master of Analytical Finance Program.

Henry Schwartz

Cboe Global Markets, Inc.
Vice President and Global Head of Client Engagement

Henry Schwartz, an experienced trader, innovator, and derivatives expert, is the Vice President and Global Head of Client Engagement at Cboe Global Markets, Inc. (Cboe). Schwartz joined Cboe following its acquisition of Trade Alert, a specialized market data company he founded after nearly 15 years in the industry.

At Cboe, Schwartz leads a team of professionals who ensure the satisfaction and success of a diverse client base, including banks, market makers, brokers, hedge funds and prop traders. His team supports a range of data-driven tools and services provided by the Data and Access Solutions division, including Risk and Market Analytics, Market Data and Access and Cboe Global Indices.

Schwartz's journey in derivatives began on the Cboe floor as a runner for Blair Hull in the early 1990s, followed by market-making roles in New York, Frankfurt, and Paris. Drawing upon his experience providing liquidity and managing risk, he moved to the institutional sell-side where he led index trading desk at Salomon Brothers and Bear Stearns, ultimately moving to Bank of America to create the electronic market making business coincident with the launch of the ISE.'

The shift towards automation and market fragmentation inspired Schwartz to found Trade Alert in 2005, which rapidly emerged as a leading provider tools and services for real-time, quantitative, and qualitative analysis of option market dynamics.

Schwartz holds a Bachelor of Arts in Economics from the University of California, San Diego, and an MBA from the Leonard N. Stern School of Business at New York University. He is well-regarded for his regular appearances in industry events and media, and he actively collaborates with the academic and research community to promote innovation and partnership.                                      

Julie Andress

STA National Chair, KeyBanc Capital Markets Inc.

Julie Andress is a managing director, Institutional Equity Sales and Trading at KeyBanc Capital Markets Inc. (KBCM). Her responsibilities include managing institutional investor accounts, providing research commentary and overseeing the best execution trading. Prior to joining the firm in 2011, she was a senior account manager at Bloomberg L.P. in New York City.

Julie is the 2025 Board Chair for the Securities Traders Association (STA). She has been an active member of the STA for more than a decade, serving in several leadership roles with the Ohio STA including treasurer, vice president and governor. In 2024, Julie was awarded “Excellence in Leader” by Markets Media, Women in Finance.

Julie is an active civic leader involved with the STA Women in Finance Committee, The Cystic Fibrosis Foundation (CFF), and a member of The Transplant House of Cleveland Committee. A graduate of John Carroll University, Andress was named CFF Northeastern Ohio’s Young Professional of the Year in 2015.

Andrew Wheating

Olympian, On

As a 2-time Olympian in track and field, Andrew Wheating is uniquely positioned to explore the motivation and momentum required for success as we enter 2025. He competed in the 2008 Beijing Olympics in the 800 meters and the 2012 London Olympics in the 1500 meters, with a 1500m time of 3:30.90 that ranks him top 10 in US history. A 5x NCAA champion while at the University of Oregon, Wheating retired in 2018 and now works for Swiss shoe apparel brand, On, managing their professional track and field team, the On Athletics Club, in Boulder Colorado.

Allie Becher

Citadel Securities

Allie Becher joined Citadel Securities in 2021 to build upon the Institutional Derivatives team’s successful launch in 2020. She leads the Content & Marketing pillar within CSID, curating bespoke sales and trading commentary for institutional customers and driving new development initiatives to accommodate increasing demand. Given the firm’s unique spot at the nexus of retail and institutional trading, Allie is able to spot unique trends and help clients navigate complex market conditions.

Allie is involved with the Thrive Scholars program at Citadel Securities where she is a mentor to high-achieving students of color from low-income communities interested in careers in finance. She is also a member of the DMA, a University of Florida alumni association benefitting UF Health Shands Children’s Hospital.

Prior to joining the firm, Allie worked at Wells Fargo Securities also servicing institutional options clients. She received her B.S. in Finance from the Warrington College of Business at the University of Florida.

Boris Ilyevsky

Coinbase

Boris Ilyevsky is the CEO of Coinbase Derivatives Exchange, leading Coinbase's US futures exchange business. Boris started his career in equity derivatives and was an early employee and later Managing Director and head of the core business at ISE, the first US all electronic options exchange. He spent time as Head of Market Development at IEX, as a Member of the Board of Nodal Exchange Holdings and was most recently Chief Strategy and Product Officer for FairX which was acquired by Coinbase in 2022.

Tony Pettipiece, Moderator

GRIP (DIFC) Investments

Tony is the Chairman of GRIP (DIFC) Investments, a global investment bank headquartered in Dubai. He is a veteran of US equity markets and electronic trading.

Committed to the Digital Asset space, he is a founding member of the Global Digital Assets and Cryptocurrency Association in Chicago, which advocates for proper state and federal regulations, standards, and education for crypto.

He is an active advisor to firms in the crypto space and participates in markets focused associations and technical groups such as STAC, FIX and the ISO.

Tony Acuña-Rohter

EDX Markets

Tony Acuña-Rohter is the CEO of EDX, responsible for the firm’s overall strategy and management as well as the implementation and operations of all technology and information security.

Prior to joining EDX Markets, Tony was the CTO of ErisX where he led the entire technology development from an early-stage startup through to acquisition by Cboe Global Markets. Prior to that, Tony was Director of Software Engineering at CME Group where he led the Trade Execution team.

Tony holds more than 20 patents and graduated Cum Laude with a degree in Computer Science from Illinois Institute of Technology.

Val Prasad

Anthill Advisors / Anthill Investment Technologies

Anthill Advisors offers portfolio management, risk evaluation, trade execution research, trading technology and data science consulting services to buy- and sell-side clients in the financial and technology sectors. With over 30 years of hands-on research, development and technology experience in leading financial and academic institutions, Anthill Advisors specializes in providing every one of its clients bespoke, state-of-the-art solutions that meet their individual needs, timelines and budgets. For more information, please visit: www.anthilladvisors.com. Anthill Investment Technologies is a financial technology firm focused on providing technology solutions to quantitatively-driven investors and investment institutions in both traditional finance and digital assets.

Pat Daugherty

Foley & Lardner LLP

Patrick Daugherty conceived and directs the digital assets practice of Foley & Lardner LLP from his home office in Chicago. He teaches a course on digital assets at Cornell Law in the fall, at Northwestern Law in the spring, and also lectures at the University of Chicago and other law and business schools.

Mr. Daugherty is the author, co-author or editor of several books on securities regulation and new financial products. Digital asset clients include exchanges, institutional investors, funds and proprietary trading firms, as well as software protocol and app developers and token issuers.

At the SEC, Mr. Daugherty helped create Rule 144A and Regulation S, now used routinely in institutional and non-US markets, including digital asset markets. He enlists non-US counsel as needed to devise global solutions for clients.

David Easthope

Coalition Greenwich

Mike Hansen

OCC

Mike Hansen is Chief Clearing and Settlement Services Officer and Dallas Site Leader at OCC, the world’s largest equity derivatives clearing organization.

In this role, Mike is responsible for OCC’s day-to-day clearance and settlement functions and oversees the Collateral Services, Technical Certification and Documentation Services, Corporate Actions and Market Operations functions. As Dallas Site Leader, he manages approximately 250 colleagues in OCC’s Dallas office. Previously, he served as Managing Director, Clearing and Settlement Operations. Mr. Hansen has more than 20 years of options industry experience and has served in various roles throughout his tenure at OCC, including in back office processing, pricing and member services. Mr. Hansen first joined OCC in 2004 as an Investor Services representative.

Prior to joining OCC, Mr. Hansen worked on the Cboe trading floor; first with Timber Hill LLC and then Everest Trading LLC as a market-maker.

Mr. Hansen serves as a member director on the Dallas Regional Chamber and the Metrocrest Services boards of directors. He completed the Securities Industry Institute program at The Wharton School of the University of Pennsylvania and earned a bachelor’s degree in agricultural economics from the University of Illinois at Urbana-Champaign.

Geralyn Endo

MEMX

Geralyn Endo, Head of Options Business Development, is responsible for business development and client relationships, with a focus on U.S. options. Prior to MEMX, Ms. Endo was Global Head of Client Engagement, Cboe Data and Access Solutions, where she established and maintained collaborative client relationships and service, while driving the team’s strategy and product development. Geralyn joined Cboe as part of Cboe’s U.S. options business development team before transitioning to Data and Access Solutions. Geralyn has held several roles options focused roles at Credit Suisse, Bank of America Merrill Lynch and the International Securities Exchange (ISE), a Nasdaq subsidiary. Ms. Endo holds a B.S. degree in Finance and Psychology from Boston College.

Shelly Brown

MIAX

Shelly Brown has served as Executive Vice President, Strategic Planning and Business Development since April 2011. Prior to joining MIH, he served as the Director of Business Management for PEAK 6 Investments, a Chicago-based trading firm, where he was head of options execution. Prior to joining PEAK 6, Shelly held a number of positions in the financial markets including as Associate Vice President at NASDAQ OMX and Vice President, Derivatives Trading Strategy at PHLX, and Manager of Options Trading Systems and co-head of Options Business Development at Susquehanna International Group, LLC. While at Susquehanna, he was a member of the PHLX Electronic Trading Committee and the Cboe Screen-Based Trading Committee. Prior to joining Susquehanna, he was a founder and Managing Director of Risk Information Systems and Consulting.

Kevin Tyrrell

NYSE

Kevin Tyrrell is Head of Equities at the New York Stock Exchange, a wholly owned subsidiary of the Intercontinental Exchange (NYSE: ICE).

Kevin is responsible for NYSE’s equity trading businesses, including the New York Stock Exchange, NYSE Arca, NYSE American, NYSE National and NYSE Chicago exchanges. Kevin previously served as NYSE’s Head of Research, responsible for market analysis, customer performance analytics, and original research development for NYSE’s transactions and listings businesses. Prior to joining NYSE, Kevin was head of Quant Solutions Sales and previously head of Execution Consulting for the electronic equities business at Bank of America Merrill Lynch, and previously worked at UBS Investment Bank and Nasdaq. Kevin holds a B.A. from The George Washington University and an MBA, Quantitative Finance from NYU Stern School of Business.

Andy Bevers

Cboe Global Markets

Andy Bevers is a Vice President and the Head of Derivative US Member Sales for Cboe Global Markets, where he has worked since August of 2019. Prior to coming to Cboe, Andy was a Vice President at Goldman Sachs within GSET (Goldman Sachs Electronic Trading) for almost 25 years where he oversaw coverage for some of the largest and most sophisticated options focused clients of the firm. Andy began his career on the floor of the Cboe as a clerk and floor broker in the mid-90's, coming back to Cboe has allowed his career to come full circle. Andy graduated with a bachelor’s in finance from National-Louis University in 2012, received his MBA from Roosevelt University in 2014 and holds his Series 3, 4, 7, 24, 55 & 63 licenses.

Hank Anderson

Bloomberg

Hank Anderson is the Global Head of Sales for Electronic Trading Solutions, Compliance and Regulation at Bloomberg. In his role, Hank oversees sales and support of Bloomberg’s multi-asset trading products, analytics and connectivity businesses, in addition to the Bloomberg Vault and Regulatory Reporting franchises.

Hank joined Bloomberg in 2007, and during his tenure, he worked in Bloomberg Customer Support and Analytics, managed sales teams covering regional clients and hedge funds, and oversaw sales globally for the firm’s Sell-Side business, which includes the Trade Order Management Solutions (TOMS) product. Prior to his time with the Sell-Side business, Hank spent four years as the Americas Head of Sales for Electronic Trading Solutions where he managed sales teams covering Bloomberg’s Fixed Income, Equity and FX trading businesses, as well as the Transaction Cost Analytics (BTCA) franchise.

Hank received his B.S. in Biology with a minor in Math from St. Lawrence University in Canton, NY. When he’s not at Bloomberg, Hank enjoys spending time with his wife Mary, his son Chip and his daughter June.

Pierre Cox

Bloomberg

Pierre Cox manages Bloomberg's BQL & BQuant Solutions Team for the Americas. He has a BS in Aviation Software Engineering from Embry-Riddle Aeronautical University and an MBA in Finance from University of Michigan Ross School of Business. He has over 20 years of experience spanning software development, Derivative & Volatility Markets, FinTech, and Technical Sales. This includes a decade in Equity Volatility Sales & Trading, at Lehman Brothers, Barclays Capital and RBC Capital Markets prior to joining Bloomberg.

Tom O'Brien

Bloomberg

Tom O'Brien is a Digital Strategy Sales specialist for the Americas with over 10 years experience at Bloomberg. This team specializes in providing Artificial Intelligence enabled solutions to the largest clients within the Financial Services sector.

Dominic Dalmaso

Sound Capital

Dom’s role as Chief Investment Officer at Sound Capital Solutions involves investment strategy, portfolio construction, and ETF operations consultation for white-label ETF Advisory clients. As a founding member, he has worked across departments to head and support business development efforts. Prior to Sound, Dom worked at Nuveen Investments on the internal sales desk covering RIAs and Wirehouse Private Wealth Advisory teams.

Dom is a CFA and CAIA Charterholder in addition to holding a BA from Indiana University.

JoAnn Strasser

Thompson Hine

JoAnn is a partner and chair of the Investment Management practice group. Her practice focuses on the representation of registered funds, including ETFs, mutual funds, closed-end funds and interval funds, private funds, and registered investment advisers. She works with a broad spectrum of clients, from large, well established fund complexes to entrepreneurial investment advisers registering unique “first to market” funds. With over 20 years’ experience in private practice, she has the depth of experience necessary to identify issues, solve problems, and enable clients to achieve their business objectives.

Ethan Kahn

WEX

Ethan is a Principal at Wolverine Execution Services (WEX) where he helps develop and manage relationships with ETF issuers and sub-advisors. He was previously with Wolverine Trading, LLC and co-manager of the Liquidity Desk, where he was responsible for ETF and futures market making and risk management. He also manages exchange, issuer and liquidity providing relationships for the firm in the ETF space.

Ethan was a Founding Partner of STAT Capital, LLC, an algorithmic trading firm focused on futures trading and index arbitrage, and a co-founder of Castlebridge Partners, LLC, an independent capital markets and insurance trading and consulting firm. He structured, priced and placed equity collar and other hedging strategy transactions for high net worth clients and was also responsible for Weather Derivative Trading and Portfolio Management, focusing on energy-related financial structures, which included forward transactions and option contracts for fuels, power and weather.

Ethan was previously a market-maker at the CBOE, a longtime a member of the Product Development Committee, and General Partner of an index arbitrage hedge fund for which he developed and executed trading strategies using a variety of index and futures products.

Ethan is a Chartered Financial Analyst (CFA), FINRA Series 7, 24, 27 and 28 licensed and has a Bachelor of Science degree in finance from the Wharton School of Business at the University of Pennsylvania.

Andy Lyons

TrueShares

Andy Lyons serves as the Director of Investment Operations at TrueMark Investments, where he oversees the day-to-day fund operations within the TrueShares ecosystem. In 2024, Andy successfully led the launch of ETFs with over $300 million in assets under management, helping build the firm’s total AUM to nearly $800 million across 20+ funds. His expertise lies in operational efficiency, streamlining workflows, and fortifying risk management frameworks to enable growth and scalability. With over a decade of experience, Andy has built a robust foundation in fund operations through prior roles at Northern Trust and Jackson National Asset Management (JNAM). He holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University and earned the Chartered Financial Analyst (CFA) designation.

Sean Ristau, Moderator

Block Fuel

Sean is an experienced executive in the capital markets industry, with expertise in trading, business, and technology. He is a partner at Block Fuel Group.

Sean is an early adopter of innovative concepts, including electronic trading, alternative assets, wealth management, tokenization of commodities and securities, digital assets, and blockchain-based technologies. In 2015, Sean founded the FIX Protocol Digital Currency and Blockchain Working Group and previously served on the ISO Board for Digital Assets. He is also an advisor to multiple companies and is an Advisory Board Member for the Security Traders Association of Chicago. Sean is a proud father of three daughters and an avid fan of Notre Dame.

Jonté Harrell

ZenLedger

Jonté Harrell has twenty years of international experience across Finance and Technology, and began investing with a simple thesis: Everything will be digital. ™

Jonté is the CFO and CRO at ZenLedger, the most accurate software for digital asset tax and compliance. Recently he rebuilt and scaled the Equity Capital Markets business at Drexel Hamilton, growing revenue 6x in under two years and co-managing 50+ IPOs including 2021’s SPAC Of  The Year.

Prior,  Jonté led Amazon’s Financial Planning & Analysis (FP&A) teams globally for multi-billion dollar businesses including Prime Now and Whole Foods Online.  Before Amazon, he was a Treasury Director at Wells Fargo and a Trader at Credit Suisse in New York with assignments in Hong Kong, London, and Dublin.

Harrell graduated from the U.S. Military Academy at West Point and received an MBA from Columbia Business School. While serving, he was awarded the Bronze Star Medal and four Army Commendation Medals for leadership.  In 2023, Jonté was the recipient of the Bill Campbell ‘Trillion Dollar’ Coach award and in 2024, Jonté was announced one of the Top 50 Diverse Board Candidates by NASDAQ and Equilar. 

A passion for culture, Jonté has traveled to nearly 100 countries. He serves as a Board Member for The Gantt Center, CFO In Residence for Columbia University Startup Lab, and is a member of The Economic Clubs of New York and Miami.

Bill Ulivieri

Cenacle Capital

Bill Ulivieri launched his career in 1980 as a runner in the soybean pit at the Chicago Board of Trade. By 1982, he transitioned to the Chicago Board Options Exchange (CBOE) as a pit trader, where he specialized in trading equity and index options. From 1998 to 2010, Bill served as a risk manager, overseeing market-making operations for specialist groups across seven U.S. options exchanges.

In 2006, Bill earned the Accredited Investment Fiduciary AnalystTM designation from FI360, reflecting his commitment to fiduciary excellence. His groundbreaking article, “The Future of Retirement Investing,” was featured in the Journal of Financial Planning in 2009, cementing his reputation as a thought leader in the investment community.

Bill's expertise extends beyond traditional finance, as he regularly shares his insights on programs such as Business First® with Angela Miles, The Hannah and Fred Show®, Relevant Radio®, and WBBM Noon Business Hour®. These appearances highlight his ability to demystify complex topics in investing and blockchain technology for diverse audiences.

As the founder and managing director of Cenacle Capital Management, LLC, Bill is dedicated to “Bridging the Gap Between Traditional Investing and Digital Assets.” His innovative strategies include the Bitcoin Gold Switching Strategy and, starting January 2025, the Bitcoin “Flywheel” strategy—an approach inspired by Michael Saylor, Executive Chairman of MicroStrategy.

Bill is also the creator and host of The Blockchain AdvisorTM podcast on Spotify, where he explores the intersection of traditional finance and emerging digital assets, offering unique perspectives to advisors and investors navigating this transformative space.

Nathan Stump

BitGo

Nathan Stump brings a wealth of knowledge from both blockchain-focused financial services and traditional finance sectors. As the Director of Platform Sales at BitGo, Stump spearheads strategic initiatives to promote the growth and adoption of BitGo’s digital asset custody solutions. Prior to joining BitGo, Stump provided advisory and strategic consulting services to prominent firms, including guiding the acquisition of FTX’s European subsidiary out of bankruptcy and consulting for Custodia Bank. Stump also served as Head of Business Development at Etana Custody, where he played a key role in expanding the firm’s digital asset services through the bull market during the COVID-19 pandemic and up until 2023. Stump also held leadership roles early in his career and served as Regional Vice President at Transamerica, working closely with financial advisors and asset allocators across the U.S. With expertise spanning traditional finance and blockchain technology, Stump is passionate about helping organizations navigate the rapidly evolving digital asset landscape.

John Hoffman

Grayscale

John Hoffman is Head of Distribution and Partnerships at Grayscale, the world’s largest crypto asset manager. Prior to joining Grayscale, John was Head of Americas, ETFs and Indexed strategies at Invesco, which he joined in 2006. At Invesco, he also held positions including Head of Distribution for the Registered Investment Advisor Division, Private Client Group and Personal Investing Platforms; Head of ETF Distribution for all retail channels in the United States, and Global Head of ETF Capital Markets & Institutional Sales.

Ron Hooey, Moderator

BNY Pershing

Ron is the Head of Client Execution Quality and Order Routing at BNY Pershing Global Markets Trading (GMT). He has over 20 years’ experience in the securities industry, with a primary focus on Electronic Trading, Market Making and Market Structure. He has a strong history of proven leadership having served as Global Head of Equities Sales at BNY Mellon Capital Markets, and running the Equities Market making businesses at Cowen and Wells Fargo.

Additionally, Ron serves on the SIFMA Equity Market and Trading Committee, SIFMA Options Committee, STA Market Advisory Committee and STA Retail Advisory Committee. As Head of Client Execution Quality and Order Routing, Ron works closely with wholesalers, market makers and exchanges to ensure clients are optimizing their price improvement and receiving best execution. He works closely with clients and vendors to provide insights on market structure and regulatory reporting related to Equities, Options and Fixed Income.

Ron is a graduate of Holy Cross with an MBA from Columbia and holds his Series 4, 7, 24, 57 and 63 licenses.

Robert Burns

BIDS

Rob joined BIDS Trading in Dec 2006. He focuses on growing client relationships, day-to-day client coverage and analytical work designed to help clients understand how to use the BIDS ATS to meet their trading needs. His current work includes helping the buy-side improve their interaction with principal liquidity. Rob began his career in 1999 with Datek (the parent company of the Island ECN) where he held both support and trading roles in equities and options. He later joined TD Ameritrade where he traded fixed income.

In addition to an undergraduate degree from Rutgers, Rob earned an M.B.A. in Quantitative Finance/Financial Markets from the Stern School of business at NYU. Rob is a CFA charterholder and holds the FINRA Series 7, 63, 24, 4, 55 and 3 licenses.

Jesse Greif

OneChronos

Jesse Greif is the Chief Product Officer of OneChronos, based in New York. Before joining OneChronos, Jesse was Head of Product for Goldman Sachs Principal Liquidity Solutions, providing traders & asset managers electronic tools to access Goldman’s internal capital through algorithm & routing offerings for intraday and benchmark liquidity.

Before Principal Liquidity Solutions, Jesse was Chief Operating Officer of Goldman’s Equities Systematic Market Making business.

Jesse holds an MBA from The Wharton School at the University of Pennsylvania and a Bachelor’s degree in Behavioral Psychology from Northeastern University. He also holds FINRA Series 24, 57, 63, and 7 licenses.

Joe Costa

CODA Markets

Joseph Costa is the Director of Institutional Sales at CODA Markets, Inc., a broker-dealer specializing in cutting edge auction trading and custom routing solutions. Upon joining CODA 11 years ago, Joe has been at the forefront of the ATS's auction products, such as CODA Fuse, while enabling customizable trading solutions for all customers. Bringing with him his previous equities experience in both buyside and sellside roles, Joe drives innovation at the CODA Markets ATS with his understanding of market dynamics and a passion for leveraging technology to strive for best execution. Having been a part of launching a new ATS prior to joining CODA, Joe's expertise was monumental in the creation and operation of CODA's auction products.

Joe earned his bachelor's degree in Economics and Finance from Loyola University in New Orleans.

Doug Aragones

Citadel Securities

Doug Aragones is a Senior Vice President with Citadel Securities. In this role, he is responsible for managing relationships with Citadel Execution Services (CES) customers across the Retail Market Making, Algorithmic Trading, and Single Dealer Platform (Citadel Connect) businesses. He also serves as a member of the Citadel Securities Best Execution working group. Prior to joining Citadel Securities in 2020, his previous experience includes roles as a Director within Electronic Trading at UBS Securities and in Business Development at Nasdaq. He serves as a member on the Dallas Securities Traders Association (DSTA) board of directors. Doug earned a bachelor's degree in economics from Stony Brook University.

Jay Dhamsania

Kezar Markets

Sam Yudelovich, Moderator

IMC

Sam Yudelovitch serves as Managing Director of Business Development - Delta1 Trading, North America. In this role, he is responsible for managing and cultivating relationships with the professional trading community and exploring partnerships that leverage IMC’s core capabilities as a global market maker. Sam works directly with trading counterparties, exchanges, and ETP Issuers to support and bring new trading products to market.

Prior to joining IMC, Sam spent 10 years at UBS Investment Bank where he was head of the U.S. electronic broker dealer business & the UBS Alternative Trading System. He was responsible for working with both buy-side and sell-side clients to improve upon their order routing and liquidity strategies. Under Sam’s leadership, the investment bank’s broker-dealer business grew to be one of the largest broker-dealer operations in the U.S.

Prior to UBS, Sam worked at Charles River Development where he focused on the successful launch and ongoing management of the Charles River FIX network. He began his career in various technical and account management roles at Instinet and Island ECN. Sam holds a Bachelor’s degree in Computer Science from New York University and is Series 7, 63, & 24 licensed. He lives in Chicago with his wife and three children.

Krista Lynch

Grayscale

Krista Lynch is a Vice President on Grayscale’s ETF team, where she leads ETF Capital Markets. Krista works with Authorized Participants, ETF market makers, and digital asset liquidity providers to ensure healthy trading of Grayscale’s ETFs and to grow the ecosystem surrounding Grayscale’s products. Prior to joining Grayscale, Krista was a Vice President at BlackRock, where she managed daily primary market trading for iShares fixed income ETFs.

Jennica Ross

Susquehanna

Jennica Ross is Head of US ETF Sales and Portfolio Trading at Susquehanna, one of the largest proprietary trading firms in the world and one of the world’s most active ETF market makers. She oversees a team focused on providing a wide range of clients – including platforms, asset managers, wealth managers, institutions -- expert ETF and portfolio trading execution, consultation and education, as well as engaging with the issuer capital markets community on product launches, lead market making, seed capital and ongoing liquidity and trading support. Jennica also serves as Co-President for Women in ETFs US, a global non-profit organization that brings together over 12,000 members from across the ETF industry to connect, support and inspire.

Springer Harris

Teucrium

Springer Harris has been with Teucrium Trading, a commodity and derivative-focused ETF sponsor, for 14 years, currently serving as Chief Operating Officer and Portfolio Manager. He directs development efforts, client experience, and operations for ETF Solutions by Teucrium, a full-service, multi-asset white-label division of Teucrium that helps clients launch and manage their own ETFs. He is also the founder and author of GET ETF’D™: An Insider’s Guide to Starting and Running an ETF, the first and only book dedicated to guiding entrepreneurs and asset managers in entering the highly complex and competitive ETF market.

Brittany Christensen

Tidal Financial Group

Brittany has driven Tidal's Business Development efforts through remarkable year-over-year growth, positioning the firm as the leading global ETF platform service provider. With over 190 funds, 69 ETF issuers, and $29+ billion in AUM, Tidal continues to pioneer ETF innovation and expansion. An ETF expert with extensive industry experience, Brittany has enhanced Tidal's service offerings to align with the evolving needs of its partners. As more legacy asset managers enter the ETF space, she has adeptly addressed shifting demands for outsourced solutions.

Before Tidal, Brittany spent 11 years at Goldman Sachs, where she played key roles, including launching the GS ETF Accelerator business, managing the Authorized Participant operations, and collaborating with DTCC as part of the ETF industry working group.

Bill O'Keefe, Moderator

Cboe Global Markets

Bill works with insurance companies, ETF issuers that have options-based strategies and other investors to help in their understanding of how to implement customized transactions using FLEX options and other exchange-listed options. Prior to working at Cboe, Bill ran a FLEX-only execution desk at X-Change Financial Access (XFA). He was a member on the floor of the Cboe Options Exchange for more than 17 years. Bill earned his Bachelor of Business Administration at the University of Illinois at Chicago.

Ian Van Hoek

Susquehanna

Ian Van Hoek is a senior member of the ETF Sales &amp; Portfolio Trading team at Susquehanna International Group, one of the world’s largest and most active ETF market makers and proprietary trading firms. Ian specializes in ETF Capital Markets, partnering with ETF Issuers to bring new products to market as well as overseeing Susquehanna’s Lead Market Maker and Designated Liquidity Provider obligations across all asset classes. In his role, Ian works with both established and first-time ETF issuers to construct innovative investment and trading strategies within the ETF wrapper, with particular expertise in actively managed, derivative-based, and leveraged funds.

Ian holds a BA in Economics with High Honors from Dartmouth College

Matt McFarland

Vest Financial

Matt McFarland leverages his extensive derivatives industry experience to enhance Vest’s business development, product development, capital markets and portfolio management functions.

Mr. McFarland has nearly 30 years of experience in exchange-traded derivatives. Prior to joining Vest, Mr. McFarland worked for 15 years for US options exchanges, most recently at the MIAX Exchange Group from 2021 - 2023. He also worked at Cboe Global Markets for 13 years where he held various business development roles including heading up the exchange’s FLEX options offering. In addition, Mr. McFarland opened Cboe’s first international office in London in 2016 and led the bourse’s futures exchange from 2018 - 2020. Prior to working for exchanges, Mr. McFarland spent 10 years at JP Morgan in equity derivative sales.

Mr. McFarland holds a master of business administration degree from DePaul University and a bachelor of arts degree from Marquette University.

Eric Qian, Cboe Global Markets

Eric Qian is a business manager at Cboe looking after Cboe's US ETF markets and clients. Prior to joining Cboe, Eric served as a multi-asset portfolio manager at Emles Advisors, a multi-family office running various active/passive strategies across various fund wrappers. Eric started his career at BlackRock as a portfolio analyst involved in quantitative portfolio construction, implementation, and analytics with contributions spanning launches of novel asset risk models, equity derivative valuation models, and BlackRock Self Indexing (now, BlackRock Index Services).

John Lothian, Moderator

John Lothian News

John J. Lothian is the founder of the John Lothian Newsletter and publisher of John Lothian News, which includes MarketsWiki and MarketsWiki Education. He was an early adopter of electronic trading who pioneered blogging in the futures industry, where his newsletter has become a must-read among financial markets industry executives and professionals globally.

Lothian is the executive chairman and CEO of John J. Lothian & Company, Inc, which owns and operates John Lothian News. He is a former commodity trading advisor (CTA) and industry consultant. He is the former principal of Commodity Trading Advisor firms John J. Lothian Managed Futures, LLC and John J. Lothian & Company, Inc.

Lothian is a volunteer in the Boy Scouts of America and had served in several unit, district, and council level positions, including Venturing Crew Advisor, Scoutmaster of an all-girl troop of Scouts BSA, Troop Chaplain, Assistant District Commissioner and Merit Badge Counselor.

In 2024, Lothian was inducted into the Futures Industry Association's Futures Hall of Fame, which was established in 2005 to commemorate outstanding contributions to the global futures and options community.

Jim Toes

Security Traders Association

Jim Toes is President and CEO of the Security Traders Association (STA), a grassroots trade organization which serves individuals employed in the financial services industry.

In his role, Mr. Toes maintains STA’s relationship with U.S. regulators and congressional policymakers. Since assuming his role in 2011, STA has written more than fifty (50) comment letters on a wide range of issues under the regulatory oversight of the U.S. Securities and Exchange Commission; Department of Treasury; Commodities and Futures Trading Commission; FINRA; and the Senate and House Financial Services Committees.

In addition, Mr. Toes has penned close to 100 articles on current events and human interest stories under STA’s Monthly Newsletter; Taking Stock and Lighthouse columns. Using a combination of data; personal experiences and humor, these articles resonate well with individual members and align with one of STA’s core principles, the relationship matters.

Mr. Toes has over 30 years experience in the securities business. Prior to joining STA, Mr. Toes was a Managing Director at Bank of America Merrill Lynch for 18 years where he held various management positions in equity and options sales, trading and clearing while interacting with a broad range of clients that included – institutional and middle market asset managers; broker-dealers; and retail investors. Over the course of his career, Mr. Toes has served on various best execution and market structure committees and has testified before Congress. He was particularly active in the STA’s successful work on Section 31a fees.

Besides possessing a knowledge of market structure and the business models deployed across the industry, as a past President of the Security Traders Association of New York and a former Governor and Secretary of STA Mr. Toes brings has an understanding of the STA organization and the vital role its 24 Affiliate organizations in North America play in the success and mission of the Association.

Mr. Toes graduated from Fordham College, Fordham University and lives in Manhasset, Long Island with his wife, Jeanine Padala-Toes, a former senior equity salestrader at Prudential Bache. They have 4 children.

Mark Morrison

Bank of America

Mark Morrison is a Director in the Prime Financing business at Bank of America, with expertise in trade execution, financing, clearing, and the full trade lifecycle across global equities, ETFs, options, futures, fixed income, and swaps. He’s responsible for business strategy, risk management, and CCP relationships, while representing Bank of America on OCC and SIFMA Committees.

Mark joined Bank of America in 2013, leveraging his expertise from ABN Amro, where he worked in the prime brokerage distribution and account management channel covering market makers and proprietary trading firms.

He holds a Bachelor of Science in Management from Tulane University’s A.B. Freeman School of Business and holds FINRA licenses 3, 4, 7, 24, 53, 55 and 63.

Outside of work, Mark enjoys competitive sailing and skiing. As a dedicated volunteer, he led a program at the Ronald McDonald House for 12 years and has served on the St. Jude Wall Street Committee for over a decade.

Pat Hickey

OCC

Patrick Hickey is Managing Director, Participant Services and Solutions, at OCC, the world’s largest equity derivatives clearing organization where he is responsible for Business Development of OCC Options and Futures products, as well as coverage of Participant Exchanges, Clearing Members, and other OCC market participants. Mr. Hickey represents OCC at the Listed Options Market Structure Working Group (LOMSWG), the SIFMA Listed Options Trading Committee (LOTC), and the STA Listed Options Committee (LOC).

Previously, Mr. Hickey was the Head of Market Structure for Optiver U.S., a global proprietary trading company, where he was the firm’s primary liaison to the financial industry, representing the firm strategically to exchanges, partners, and industry groups.

Mr. Hickey has served on the boards of the Nasdaq Exchange and International Securities Exchange. In addition, he has served in an elected capacity on the Executive Committee of the FIA Principal Traders Group (PTG), and was a member of the Nasdaq Futures Exchange (NFX) Market Advisory and Business Conduct Committees, and the NYSE Arca Options Ethics and Business Conduct Committee.

David Cross, Moderator

DASH

David Cross is responsible for managing OEMS sales and business development initiatives for DASH’s suite of trading technologies and execution services. David joined DASH following its 2017 merger with Convergex’s LiquidPoint Division, where he spent nearly 10 years in a variety of equity derivatives sales, business development, and product roles. Prior to joining LiquidPoint, he served as a managing partner at the Vega Opportunity Fund, a Chicago based hedge fund focused on trading equity and index options for the firm’s portfolios and separately managed accounts. David began his career at UBS where he worked with its Wealth Management teams and focused on tailoring equity and index options strategies for high net worth clients.

Erin Briggs

Goldman Sachs

Erin Briggs leads the Hedge Fund Equity Derivatives Sales team and Electronic Options Sales team at Goldman Sachs in New York, focusing on delivering tactical and strategic solutions to clients. She joined Goldman Sachs as a VP in 2018 and was named Managing Director in 2021. Prior to joining the firm, Erin worked at Citi for 11 years in Equity Derivatives Sales, Franchise Sales and Fixed Income Syndicate roles. Erin is a GS representative on the Listed Options Market Structure Working Group (LOMSWG) and the SIFMA Listed Options Trading Committee (LOTC). She is also on the Board of Directors of Puppies Behind Bars, a nonprofit organization. Erin earned a BS in Economics and Finance from Niagara University in 2007.

Mike Raguseo

Optiver

Mike Raguseo is a Senior Market Structure Strategist at Optiver, where he focuses on exchange relationships and business development in the US Cash and Listed Options markets. Having joined Optiver as a trader in 2018, he brings his extensive experience in US Listed Options to his engagements with exchanges and external stakeholders. Mike started his career as a proprietary trader of index and interest rate derivatives in Chicago. He holds a BA in Economics from the University of Pennsylvania and an MBA from Northwestern’s Kellogg School of Management

Will Bartlett

Parallax Volatility Advisors

Will Bartlett is the CEO of Parallax Volatility Advisors. Will has been involved with equity options since 1995 and has been with Parallax since 1996. In his more than 25 years at Parallax, he has played an active role in transforming the firm from a small, floor-based equity options trading operation into a large participant in the global volatility market. Prior to joining Parallax, Will worked on the floor of the Pacific Coast Exchange while earning his Bachelor’s degree in Economics from the University of California, Berkeley. Will proudly serves on the Board of Trustees of The Hamlin School and San Francisco University High school and the Board of Governors of Boys & Girls Clubs of San Francisco.

Ashton Galya

JP Morgan

Ashton is head of J. P. Morgan’s Electronic US Options business, with a primary focus on execution strategy, trading technology and market structure. Ashton joined J. P. Morgan in December of 2019 after 8 years at Morgan Stanley in a variety of equity derivatives technology, coverage and product roles within the wholesaling business. Prior to his time at Morgan Stanley, he began his career at UBS focusing on change the bank initiatives and Compliance.

Mike Harrington

Citadel Securities

Mike Harrington is a Head of Client Relationships at Citadel Execution Services. In this role, Mr. Harrington is responsible for managing customer relationships, evaluating new and existing customer order flow and implementing new business opportunities. He also serves as a member of the Citadel Securities Best Execution Committee, the CBOE Equity Advisory Committee and the Board of MIAX Pearl.

Prior to joining Citadel Securities, his previous experience includes roles as a futures trader at Gator Trading Partners LLC, a Senior Associate in structured finance at ABN AMRO, and a Retirement Education Specialist at Merrill Lynch.

Mr. Harrington received a bachelor’s degree from the University of Florida and a Master of Business Administration from DePaul University.

Ravi Jain

Velocity Clearing

Ravi has over 35 years of experience in options trading, risk management, and technology development. Early in his career he was global head of options trading at Republic National Bank and has been in risk management at HSBC and BNY Mellon. He was a fintech entrepreneur having cofounded IVolatility.com and a trading/risk system company, founded an options market-making firm in India and helped run an FX HFT firm. More recently he was CRO of Lightspeed Financial and Chief Product Officer at Sterling Trading Tech where he architected the Sterling Risk system used by several clearing firms including Velocity. He has a B.Tech in EE from IIT, Delhi, a M.S. in OR from Baruch, and a graduate certificate in Philosophy from Harvard. Ravi has the following industry licenses: Series 4, 7 & 24.

Ed Hosty

Robinhood

Ed Hosty is Senior Director of Execution Services at Robinhood Securities. In this role, he oversees equities and options routing and execution, best execution, and new trading initiatives for the firm. Prior to joining Robinhood in 2021, Ed spent six years at Wolverine Securities as Head of Equity Wholesale Market Making, providing execution services to retail broker-dealers. Prior to that he spent seven years at E*TRADE, first as manager of Order Management and Execution Quality at E*TRADE Securities, followed by a role as Director of Execution Strategy and Analysis for their market-making broker-dealer, G1 Execution Services. He holds an MBA in Analytic Finance from the University of Chicago Booth School of Business and a bachelor’s degree from the University of Illinois.

Jason Wallach

Bruce Markets

Jeff Mendl

OTC Markets

Jeff Mendl is responsible for broker-dealer sales and new business development related to Trading Services, OTC Link ATS, OTC Link ECN as well as the launch of firms OTC Overnight and Moon ATS trading in NMS securities. Jeff has extensive experience in the equities markets and trading applications, leveraging his prior role at Delaware Board of Trade (DBOT) where he oversaw strategy and business development including new account sales & client on-boarding. Prior to DBOT, Jeff held numerous positions within the financial services industry, including key client management roles at the National Stock Exchange and Clearpool Execution Services. Elected in 2018, Jeff currently serves on the Executive Board for the Securities Trader Association of New York (STANY) and the STA National Board of Governors.

Jeff earned his B.S. in Economics from Syracuse University and holds the following Series 7, 24, 63 licenses.

Eliezer Zagorin

PMT President

Al Pakrosnis

PMT Vice President

Quinn Basta

PMT President, Emeritus

Demetri Frangiadakis

DIG, President

Thomas Zaborenko

DIG