About The RIA Digital Assets Council
RIADAC was conceived by Ric Edelman, one the nation’s most prominent financial advisors. An initial meeting in June 2018, with Paul Pagnato of Pagnato Karp, Ray Sclafani of ClientWise, Alex Potts, CEO of Loring Ward, and Jamie McIntyre of Rewire Capital convinced the group to create a formal organization – hence RIADAC.
Council Members
Founding Members
Ric Edelman
Founder and Chairman, Edelman Financial Engines
Jamie McIntyre
Founder and CEO, Rewire Capital
Paul Pagnato
Founder and CEO, PagnatoKarp Wealth Management
Ray Sclafani
Founder and CEO, ClientWise LLC
Members
Mike Alfred
Co-Founder and CEO, Digital Assets Data
Ryan Alfred
President, Distributed Global
Glenn Barber
Chief Institutional Officer, Invest Voyager
Jamie Barretta
Principal, Barretta Wealth Management, Inc.
Jonathan Boos
Director of Sales, SharesPost, Inc.
Craig Burel
Partner, Reciprocal Ventures
John Burnett
Co-founder, Head of Business Development & Strategy, Omniex
Eric Clarke
CEO, Orion Advisor Services, LLC
Terrence Dempsey
Vice President - Head of Product, Fidelity Digital Assets
Bill Deuchler
Managing Director, Morgan Creek Digital Assets
Tom Eidt
General Counsel, Omniex
Eric Ervin
CEO, Co-Founder, Blockforce Capital
Don Friedman
Founder & CEO, JV Events Group
Matt Hougan
Global Head of Research, Bitwise Asset Management
Sam Hull
ConvergeOne
Peter Johnson
Principal, Jump Capital
Pat Larsen
CEO and Co-Founder, ZenLedger
Hu Liang
CEO, Omniex
Jonathan Melton
Director/Institutions, XAPO
Kate Mitselmakher
CEO, Bloccelerate VC
Karl T. Muth
CEO, frst
Zac Prince
CEO, Blockfi
Matt Shapiro
Principal, Multicoin Capital
Ian Sheridan
Managing Director and Co-Founder, Vestigo Ventures
Vince Small
Co-Founder & Principal, AbacasXchange Inc. & Abacas Development LLC
Lex Sokolin
Global Director Fintech Strategy, Autonomous Research
Jack Tatar
Managing Partner, Doyle Capital Management & Editor, Forbes Cryptoasset & Blockchain Advisor
Mark VanRoon
Founder & Principal, AbacasXchange Inc. & Abacas Development LLC
Leonard Velez
Director of Business Development, Blockforce Capital
Karen Wendel
Chief Commercial Officer, KingdomTrust
Cathie Wood
CEO / CIO, ARK Invest
Financial Advisors
Marty Bicknell
CEO and President, Mariner Wealth Advisors
William J. Cafero
RCL Advisors, LLC
Loren Coffman
Director of Financial Planning, Edelman Financial Engines
Ted Cronin
Manchester Capital Management
Charles Cumello
President & CEO, Essex Financial
David Diesslin
Chairman, Diesslin Group, Inc.
Michael P. McCartney
McCartney Wealth Management LLC
David W. Pequet
Founder/CEO, Senior Portfolio Manager
MPI Investment Management
Bonnie Sewell
Founder, American Capital Planning
Jason Shirk
Financial Advisor, Managing Partner, Western Capital Advisers
Cary Stamp
Cary Stamp & Co
What began as a small, invitation-only meeting of forward-thinking and influential individuals is quickly becoming a major organization attracting substantial interest. A number of event sponsors have asked RIADAC to present keynote presentations at their conferences, and this has led to programs with Barron’s, Schwab, TD Ameritrade, Financial Advisor magazine, and many others.
RIADAC now invites all stakeholders to participate, helping us achieve our mission.
We invite you to contact us if you are:
An RIA, or IAR of an RIA
A coach or consultant in the financial industry
A firm offering blockchain or digital asset-related products or services of value to RIAs or their clients
A financial regulator
A representative of a financial services trade or professional organization, certification board or related body
Thought leader or futurist in exponential technologies generally, or blockchain/digital assets specifically, whether in private practice, academia or consulting
A member of the financial or tech media with an interest in blockchain/digital assets or the RIA community