Bitcoin Financial Services Summit

As Chief Investment Officer of Samara Alpha Management, Adil leverages his 30+ years in traditional, alternative, and digital asset management. He brings expertise in hedge fund investment, risk management, and valuation from leadership roles at renowned firms such as Protégé Partners, AdKap, Nomura, and Barclays.

Dr. Hohns founded Newmarket in 2020 with the buy-out of the IIFC strategy platform, which he and his colleagues launched in 2012 with Mariner Investment Group. He has served on the Investment Committees for IIFC I, IIFC II, IIFC III, and IIFC IV since inception. Since the establishment of IIFC, Dr. Hohns has overseen transaction structuring and negotiation for approximately $50 billion of notional risk transfer. He has been a regular speaker at various industry conferences, with special expertise in topics related to infrastructure, securitization, socially responsible investment, impact investment, and development finance. Prior to joining Mariner, Dr. Hohns was a Managing Director at Cohen & Company, which he joined at its inception in 2001. While at Cohen & Company, Institutional Investor named Dr. Hohns as a member of its 2008 “20 Rising Stars of Fixed Income.” Additionally, Dr. Hohns served as an Adjunct Assistant Professor at New York University’s Stern School of Business from 2012 to 2015. Dr. Hohns holds a BS in Economics from the Wharton School at the University of Pennsylvania, a Masters in Liberal Arts from the School of Arts and Sciences at the University of Pennsylvania, and a PhD in Applied Economics and Managerial Sciences from the Wharton School at the University of Pennsylvania. Dr. Hohns serves as a member of the Board of Directors of FTAC Emerald Acquisition Corp. He is also a member of the Board of Directors and Investment Committee of Battery Finance Inc., an affiliate of Newmarket, where since its founding, he has served as President. Dr. Hohns also is a member of the Board of Directors of UNICEF USA.

Ben is a Director of Sales at Unchained. His mission is to improve quality of life for as many people as possible. After an early career in medical sales, he has seen that educating people and institutions about bitcoin is the most powerful way to improve their lives.

I spent 19 years working for a commercial bank where, since the Great Financial Crisis, I handled distressed assets. I worked on every asset class from small auto loans to large multi-institution credits that were funding various types of businesses.

Chantel is Vice President of Operations and Risk Officer at Bitcoin Well (TSXV: BTCW), a publicly traded company delivering non-custodial bitcoin services across Canada and the U.S. She leads operations, finance, compliance, and Bitcoin Well Infinite, their large transactions division, helping high-net-worth individuals, family offices, and institutions integrate bitcoin into long-term strategies with the security of self-custody.

Expert in U.S. banking technology and operations with deep expertise in deposit operations, payments, FX, and core banking modernization. Strong interest in the intersection of fiat money, banking, and Bitcoin, with experience linking digital asset settlement to traditional systems.

Colin Crossman, Director of the Business Division at the Wyoming Secretary of State’s Office, oversees corporate filings, drives digital infrastructure reforms, and supports Bitcoin-friendly policies, including amicus briefs in cases like Custodia v. Federal Reserve. A licensed attorney in Wyoming, North Carolina, and before the USPTO, he holds a J.D. and M.S. in Biomedical Engineering from Duke University and a B.S. from Carnegie Mellon. With 20+ years as a serial entrepreneur in hospitality, e-commerce, and tech, he brings expertise in regulatory advocacy, privacy law, and technical automation to blockchain.

Connor Dolan serves as VP of Sales at Unchained, overseeing business development and education efforts across the western U.S. Prior to joining Unchained, he held roles at BlackRock and Capital Group.

Fund manager, consultant, attorney, meetup organizer, Marine.

Class of 2011, 2015, and 2023 / Ex-BTC Inc, Ex-MARA, Ex-Strategy

Eric is the founder of Epoch Ventures - a bitcoin adoption focused early stage venture fund. He left private equity to join the bitcoin revolution and authored The 7th Property: Bitcoin and the Monetary Revolution.

Senior Loan Officer with Revolution Mortgage and a bitcoin journey starting in 2018.

Himanshu Sahay is the Co-Founder and CTO of Arch Lending, a leading crypto-backed lending platform for individuals and institutions. Arch partners with wealth managers, tax advisors, and custodians nationwide to offer secure, compliant financing solutions to their clients. By pairing industry-leading custody and compliance with an automated, white-glove experience, Arch makes it safe and effortless to borrow against Bitcoin.

Jacob is the Chief Bitcoin & Investment Officer at Strong Wealth, a wealth management firm for bitcoiners.

Jason Keil, Founder and CEO of The Bitcoin Payments Advisor and Polaris Payments, brings 15+ years of payment innovation experience, with over $1 billion in transactions processed. He now helps businesses bridge traditional systems with practical bitcoin adoption and co-hosts the Medium of Exchange podcast, exploring entrepreneurial stories and why this monetary shift matters more than ever.

Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.

As a CERTIFIED FINANCIAL PLANNER™, my role is to serve as a guide to help our clients navigate the decisions and complexities that will inevitably arise anywhere their life and money intersect. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.

Jirayr Kembikian, CFP® is a wealth advisor, managing director and co-founder of Citrine Capital, a San Francisco-based wealth management and tax planning firm serving tech professionals, founders, and business owners. He specializes in navigating the complexities of equity compensation, private investments, and Bitcoin wealth strategies. With over a decade of experience guiding clients through liquidity events and complex financial decisions, Jirayr brings a grounded yet forward-thinking perspective to building and preserving wealth.

Founder and CEO of Zaprite, a non-custodial bitcoin payments platform.

Jon has 10+ years of diverse healthcare industry experience and has been working to integrate bitcoin into healthcare since 2022. Through his consulting firm Satoshi Health Advisors, Jon has helped businesses integrate a bitcoin strategy. Jon co-founded SOUND HSA in 2025 to bring bitcoin into triple tax advantaged health savings accounts.

Jordan Guess is a CPA and co-founder of Bitment, a Bitcoin-native accounting and tax software company. He also leads Trusted Advisors CPA, a firm focused on serving individuals and small businesses across the U.S. Jordan specializes in helping Bitcoin miners, investors, and businesses navigate the intersection of Bitcoin, accounting, and tax.

Joshua Preston is chairman of the board and chief executive officer of Gannett Trust Company, the first bitcoin-native trust company. In an international career spanning two decades, he regulated domestic and global financial institutions; scaled a global fintech’s compliance risk management program; and led an international marketing organization for a German semiconductor equipment manufacturer. He is a graduate of the HHL Leipzig Graduate School of Management and the University of Idaho.

Kurtis Perdelwitz, Sales and Marketing Director at GIGA Inc and INTUS Windows, brings over two decades of leadership experience driving growth and scaling organizations in the building materials sector. A champion of sustainability and strategic innovation, he leads high-performing teams through a tech-forward approach that integrates AI, data analytics, and emerging technologies to optimize performance and financial strategy. Kurtis explores how visionary leadership and tools like Bitcoin can transform corporate treasury management and strengthen long-term business resilience.

As a partner at Falcon Rappaport & Berkman LLP, I Co-Chair our firm's Digital Assets practice group, leveraging 20 years of experience in capital raising, securities compliance and corporate governance to become a trusted advisor to crypto and blockchain-based businesses worldwide. I also co-host a crypto-focused podcast called Block & Order. Personally, being on the ground floor while we build this industry is one of the most fascinating journeys I've had the pleasure of undertaking during my career.

Levi Johnson is an Investment Analyst Intern at the University of Wyoming Foundation, where he aids in research and analysis across multiple asset classes and investment strategies. He is a senior at the University of Wyoming, pursuing a degree in Finance and Sales. Levi’s work and academic interests focus on the evolving relationship between traditional financial systems and Bitcoin’s role in institutional investment strategy.

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Malcolm has been a financial advisor for the past 7+ years, most of which were spent with Merrill Lynch and Fisher Investments before joining Sound Advisory in January of this year. Like a lot of people, he went down the Bitcoin rabbit hole during Covid in 2020, and quickly recognized its potential to reshape the financial system. At Sound Advisory, he combines traditional financial planning with Bitcoin to help clients build and protect their wealth.

Mark Connors is the founder of Risk Dimensions, an OCRO (Outsourced Chief Risk Officer) advisory that integrates his 35 years of institutional investment and financing experience with the recent advancements of bitcoin and AI. More recently, Mark led research at 3iQ during the 2022–23 crypto winter, where he applied behavioral finance, debt-cycle frameworks, and traditional risk models to contextualize the crisis—not as a protocol failure, but a failure of market participants.

Graduated from IU in 2014, bitcoiner since 2020, co-founder & financial advisor at Orange Horizon Wealth.

I’m Matt McClintock, founder and Executive Managing Director of The
Bespoke Group, a multi-family office born from the needs of a single family
and shaped by the complexities of global wealth, bitcoin adoption, and
cross-border planning. For over 20 years, I’ve worked with ultra-affluent
families, crypto pioneers, and wealth creators who live unconventionally,
and who need strategies that match.

Mr. McManus joined Fold in April 2025 and serves as the Chief Operating Officer (COO). In his role, Matt will work with senior management to oversee Fold’s day-to-day operations and ensure the execution of the company’s strategic plans. Prior to joining Fold, Matt was the Chief Product Officer for Unchained Capital, Inc., where he was responsible for leading the company’s product strategy, development, and execution. Before Unchained, Matt worked with some of the world’s biggest brands, including Twitter, Capital One, PBS & PBS KIDS, National Geographic, and Marriott. Mr. McManus earned his Bachelor of Science in Information Science, Systems and Technology from the College of Engineering at Cornell University

Matt Dines, CFA, is Co-Founder and Chief Investment Officer of Build Asset Management. He serves as portfolio manager for the firm's Build Secured Income Fund I, a private fund focused on Bitcoin-backed lending, and the BFIX ETF, which has earned a 5-star overall Morningstar Rating™ for its performance among over 500 Short-Term Bond funds in its peer group. He holds a Master's in Finance from Washington University in St. Louis.

Michael LaLuna is a tax partner and Bitcoin specialist dedicated to helping clients navigate the complexities of the digital asset space while building new businesses. A former professional athlete and passionate golf enthusiast, he connects with people across the country to better serve their financial and entrepreneurial needs. As an entrepreneur and founder of six companies, Michael brings a unique combination of strategic insight, real-world experience, and forward-thinking innovation to every client relationship.

A licensed CPA and skilled CFO with over twenty-six years of experience, Michael started his career as a financial statement auditor at PwC. In 2017, he discovered Bitcoin and became a passionate advocate, regularly sharing his insights through Twitter spaces, conferences, and in-person meetups. Michael specializes in guiding tech-based companies through initial funding and mature organizations through M&A, including those focused on Bitcoin and Lightning. He also has expertise in leading geographically dispersed teams, both domestically and internationally. With his extensive accounting and finance background, Michael is well-equipped to support Bitcoiners and help their companies navigate the complexities of the current financial landscape.

Founder of Strong Wealth, a wealth management firm for bitcoiners.

Morgen Rochard is the founder and lead financial planner of Origin Wealth Advisers LLC, where she has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing timeless advice to bitcoin families. She is also a Bitcoin Financial Consultant at her firm Money Owners LLC. Morgen co-hosts the Bitcoin for Advisors podcast and is the author of best seller The Personal Finance Quickstart Guide sold on Amazon.

I’m Chief Operating and Compliance Officer at Onramp, where I lead all product, engineering, and operations efforts for Onramp products and services. Prior to joining Onramp, I was a Principal in Product Compliance at Kraken Digital Asset Exchange, where I led compliance efforts for all Consumer, Onchain, and Web3 products, including Kraken Wallet and Kraken Custody. Before my transition to working in Bitcoin, I spent twelve years leading operational teams and delivering engineering projects and programs at companies like Shell Oil Company, IBM, Thermo Fisher Scientific, and BSI Global.

I am a Computer Science and Mathematics double major at the University of Wyoming with an interest in decentralized finance. My research explores Bitcoin’s role within traditional financial lending models through both quantitative and legal analysis.

Paul has accumulated over 40 years of professional experience with institutional alternative investment strategies. He is a co-founder of the Pearl Bitcoin Fund and Company that offers Bitcoin asset class investors the opportunity to access Bitcoin capital value growth in combination with federal income tax-free benefits to maximize generational wealth.

Pierre Rochard is the Founder and CEO of the Bitcoin Bond Company since April 2025, a financial technology firm focused on developing bitcoin-backed financial products. Prior to that role, he served as Vice President of Research for Riot Platforms Inc. from July 2022 to March 2025, one of the largest publicly traded Bitcoin mining companies in North America. Before that, he was a product manager at Kraken Digital Asset Exchange, a cryptocurrency exchange, from October 2019 to June 2022. Mr. Rochard has an extensive career in Bitcoin economics, policy and technology. He started his career in public accounting and later co-founded the Satoshi Nakamoto Institute, an educational initiative dedicated to archiving and promoting Bitcoin’s intellectual history. He became a prominent writer and speaker on Bitcoin, energy policy and financial regulation, and has advised policymakers, institutional investors and corporations on Bitcoin adoption and integration into the traditional financial markets. Mr. Rochard was educated at the University of Texas at Austin, where he earned his Bachelor of Business Administration and Master’s degrees in Accounting. Mr. Rochard also serves on the Board of Directors for Strive, Inc. He brings deep expertise in Bitcoin, financial innovation and regulatory engagement. His background at the intersection of digital assets, economics and public policy supports informed oversight and long-term value creation.

Bitcoin Analyst

Seth is a licensed CPA with 5 years of experience in public accounting tax compliance, specializing in high-net worth individuals and Bitcoin start-ups. His interest in Bitcoin was reignited in 2022, and he has since become passionate about its potential to promote financial freedom and human flourishing. As a member of Satoshi Pacioli, Seth provides tax preparation services and tailored financial strategies to Bitcoiners, helping them navigate complex regulations and minimize tax liabilities.

VJ is an Operating Partner at Epoch - a venture fund backing the next generation of bitcoin companies. Prior to Epoch, VJ was a Strategy & Operations lead at Coinbase and VP of Strategy at Celsius - where he helped lead their $5B bankruptcy process. VJ earned a JD from Harvard Law School and loves working with founders to tackle the complexities of operating in the constantly shifting regulatory environment.

Since joining Fold in 2021, Mr. Repass has played a key role in establishing the financial, accounting, and operational foundations of the Company and was a key member of Fold's public readiness journey. Prior to joining Fold, Mr. Repass spent 10 years in the audit and advisory practices at PwC before joining Robinhood and later PopSockets. Mr. Repass hold a B.S. in Accounting from Bradley University and is a licensed Certified Public Accountant in the state of Colorado.

My style is to blend financial savvy with a passion for Bitcoin and conservative values. I seek to offer my clients and peers with a fresh, informed perspective on wealth management. I am interested in the intersection of behavior, incentives, and markets. My thoughts are inspired by the works of Srinivasan, Booth, Alden and many more. My values stem from my Christian faith. My hobbies, marriage, and involvement in communities keep me inspired. To stay active, I enjoy skiing, golfing, camping and hunting. #1 YIMBY and urbanist.