Brian Levitt is Chief Global Market Strategist and Head of Strategy and Insights at Invesco. In this role, he leads a team of market strategists, investment strategists, and research professionals who provide timely and compelling insights and ideas for clients across North America, Europe, Middle East, and Africa (EMEA), and Asia Pacific. Prior to his current role, Mr. Levitt served as global market strategist focused on North American clients. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then furthered his professional journey in the Macro and Investment Strategy group in 2005. Mr. Levitt is frequently quoted in the financial services media, including Barron’s, Financial Times, and The Wall Street Journal. He is a recurring guest on CNBC, Bloomberg, and Yahoo! Finance, and co-hosts Invesco’s Greater Possibilities podcast. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.

Matt Brill is Head of North America Investment Grade Credit and Senior Portfolio Manager for Invesco Fixed Income. In this role, he is responsible for implementing investment-grade credit strategies across the fixed income platform. Mr. Brill joined Invesco in 2013 as a senior portfolio manager. Prior to joining the firm, he was a portfolio manager and vice president at ING Investment Management, where he specialized in investment-grade credit and commercial mortgage-backed securities. Before that, he was a portfolio analyst at Wells Real Estate Funds. Mr. Brill has been in the industry since 2002. Mr. Brill earned a BA degree in economics at Washington and Lee University. He is a Chartered Financial Analyst® (CFA) charterholder.

Minimizing tax liabilities is a critical concern for investors. Join Invesco's Senior ETF Specialist, Joseph Falduto, as he explores strategies to reduce capital gains taxes and how to potentially leverage investment losses for tax savings. Gain valuable insights to help you build a tax-smart investment portfolio. Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment. A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders. Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these positions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations. Jay lives in Longmeadow, Massachusetts, with his wife and three daughters. In his free time, he enjoys writing music with his kids and coaching their sports teams from the sidelines. He also leads a nonprofit music school in Springfield, Massachusetts.

Taylor Watts is a Senior Client Portfolio Manager for Invesco’s Global Senior Loan group. In this role, he is responsible for the ongoing product development and marketing of investment funds for senior loans and alternative credit products, with a focus on retail funds. Mr. Watts joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2015 and was most recently a vice president and senior client portfolio manager on the senior corporate loan team. Prior to that, Mr. Watts spent 24 years on the sell side of Wall Street, working for such firms as Chase and Credit Suisse, where his primary focus was on sales and placement of below-investment-grade debt to institutional investors. Over the years, he has built and run sales and distribution teams and has held senior management positions at several boutique firms. Mr. Watts entered the financial services industry in 1991. Mr. Watts earned a BA degree from Williams College. He holds the Series 7, 9/10, and 63 registrations.

Nichola (Nikki) Noriega is a Senior Client Portfolio Manager for the Global and International Equities team at Invesco. In this role, she is responsible for articulating the investment philosophy, process, strategy, and performance of the team. Ms. Noriega joined Invesco when the firm combined with OppenheimerFunds in 2019. Before joining OppenheimerFunds in 2012, she was a client portfolio manager at Federated Investors. Ms. Noriega also held analyst positions at Deutsche Bank and Franklin Templeton. Ms. Noriega earned a BA degree in communications and political science from Hunter College. She is a Chartered Financial Analyst® (CFA) charterholder and holds the Series 7 and 63 registrations.

Chris Dahlin serves as a strategist overseeing Factor and Core Equity ETFs at Invesco. In his role, Chris is responsible for setting priorities in strategic planning, and provides research and due diligence on methodology, performance, and portfolio positioning. Prior to joining Invesco in 2014, Chris served as an equity, fixed-income and structured securities specialist at Guggenheim Investments. Chris earned a BA from Michigan State University and an MS in accountancy from DePaul University.

Patrick Mullins is Head of SMA Specialists at Invesco and leads a team of 5 regional sales / support leaders focused on SMA business development. He has worked in various senior roles related to SMA product management and business development since 2002. Prior to joining Invesco in 2022, he served as Head of Separately Managed Account (SMA) business at Columbia Threadneedle Investments since 2017. Prior to Columbia, Patrick was Senior Vice President at Bank of America (BofA) leading SMA platform initiatives at both U.S. Trust and Merrill Lynch. Before joining BofA in 2006, he introduced SMAs at Citizens Bank's Wealth Management division and held various roles within Fidelity and Bank of Boston. Mr. Mullins received a B.S. in Management from Suffolk University and an MBA from Bentley University. He is a Certified Financial Planner (CFP®) and is co-chair of the NICSA SMA sub- committee, which is an industry round table.

As Managing Director, Consulting Strategy and Execution in Invesco Global Consulting, Wayne leads the research and development of content delivered by himself and other members of Invesco Global Consulting at top industry conferences in the US. He also coaches some of the industry’s leading financial teams. In addition to this role, he is responsible for representing the Invesco Global Consulting coaching and consultation platform to financial professionals across the Midwest. Prior to joining Invesco in 2020, Wayne was the Head of Intermediary Distribution at Wells Fargo Asset Management, where he led a 140+ person team responsible for the distribution of mutual funds and separately managed accounts through broker/dealers, registered investment advisors, private banks and retirement record-keepers. He regularly presented on a wide range of financial topics at industry conferences, webinars and branch offices, and he has been interviewed by financial reporters seeking insight on practice management, wealth and generational topics. He also oversaw multiple strategic and leadership initiatives across the firm and served as an executive for the My Generation team member network. Previously, he was the national sales manager and a divisional manager at Wells Fargo Asset Management. Wayne holds the CERTIFIED FINANCIAL PLANNER®, Certified Fund Specialist and Behavioral Financial Advisor designations, as well as the Series 7, 24 and 63 registrations. He is a graduate of Millersville University, where he earned a BA in business administration. Wayne and his family live outside San Francisco and when not on a stage for Invesco Global Consulting, you might find him playing tennis, making pizza or planning his family’s next travel destination.

James Anania is an Investment Strategist for the Strategy and Insights team at Invesco. In this role, he develops economic and financial market outlooks and delivers investment perspectives to audiences across the US. His work focuses on translating complex macroeconomic trends into clear, actionable insights that help clients better understand market developments and make more informed investment decisions. Mr. Anania joined Invesco in 2023. Prior to joining the firm, he served as a market strategist at Goldman Sachs, where he worked directly with private wealth advisors and their end-clients, providing guidance on asset allocation, portfolio construction, and trends in the economy and markets. Mr. Anania entered the financial services industry in 2019. Mr. Anania earned a BA degree in economics from the State University of New York at Geneseo. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of New York. Mr. Anania also holds the Series 7 and Series 66 registrations.

Dan Bazigos is a Senior ETF Specialist for the Retail Sales team at Invesco. In this role, he provides resources across Invesco's ETF and Indexed Strategies platform to deliver insights, industry trends, and potential solutions to financial professionals across asset class and style, including traditional beta, smart beta, and active structures. Mr. Bazigos is positioned to discuss the entirety of Invesco's ETF platform. Mr. Bazigos joined Invesco in 2015 as a regional ETF consultant covering New York City. He has served in several positions, including an account executive covering Invesco ETFs and mutual funds for Registered Investments Advisors (RIA), institutions, and banks and trusts in the Central and Southeastern US. Mr. Bazigos worked as an advisor consultant in the RIA channel representing Invesco's Private Investment platform for the East. Prior to joining the firm, Mr. Bazigos worked as a senior bank funding advisor for PMA Financial's funding and trading desk, where he specifically focused on creating fixed income investment solutions for schools and municipalities throughout the US. He has been in the financial industry since 2007. Mr. Bazigos earned a BS degree in finance and an MBA from Northern Illinois University. He is a Certified Investment Management Analyst® (CIMA) professional and holds the Series 7, 63, and 65 registrations.

Rick Casagrande is Head of WMI Portfolio Advisory for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, he is responsible for managing portfolio advisory solutions efforts in the US retail marketplace, which leverages Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs. Mr. Casagrande joined Invesco in 2020. Prior to joining the firm, he worked at OppenheimerFunds for seven years culminating in a role as a senior portfolio strategist for the portfolio consulting team. Prior to that, he was a fixed income product manager responsible for helping to build the global debt, high yield, and senior loans franchises. Before OppenheimerFunds, he worked at BNP Paribas as an analyst in their asset liability management department. Mr. Casagrande earned a BA degree from the University of Michigan and an MBA from Georgetown University. He holds the Series 7 and 63 registrations.

Nancy Girondo is a Senior Client Portfolio Manager of Municipals at Invesco. In this role, she works with the fund management team, representing clients and other intermediaries. Her responsibilities include working with sales staff and clients to provide insight into the municipal fixed income market and the team's investment strategies. She is also responsible for ongoing product development and marketing for municipal bond products. Ms. Girondo joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to her current role, she served as a senior product director for Fundamental Equities as well as a team lead and senior product director for the Emerging Market Equity team. In that capacity, she led the team's business strategy, marketed the suite of emerging market equity strategies across various business channels and geographies, and communicated investment insights to clients. Ms. Girondo joined OppenheimerFunds in 2013 as a product manager for the Global Equity and Emerging Markets Equity teams. Prior to that, she was a product strategist for the Emerging Markets Equity and Global Equity teams at BlackRock. Before that, she held positions in product management at Morgan Stanley Investment Management and product management and investor communications at The Dreyfus Corporation. Ms. Girondo has been in the financial services industry since 1999. Ms. Girondo earned a BA degree in economics and international relations and an MBA and MS in entrepreneurship from Syracuse University. She holds the Series 6, 7, 24, and 63 registrations. Ms. Girondo is a member of the Advisory Council for the Martin J. Whitman School of Management at Syracuse University.

Paul Schroeder is Director of Factor and QQQ Equity Product Strategy at Invesco. In this role, he focuses on promoting the adoption of the Invesco QQQ Trust and Invesco Innovation Suite by discussing implementation strategies and creating thought leadership content. Mr. Schroeder joined Invesco in 2015. Prior to his current role, he was an equity ETF product manager and regional advisor consultant covering RIAs. Previously, Mr. Schroeder worked as a financial advisor with TD Ameritrade and Charles Schwab. He has been in the financial services industry since 2008. Mr. Schroeder earned a BS degree in management, a BS degree in accounting, and an advanced accountancy certificate from Purdue University. He is a Chartered Market Technician® (CMT) charterholder and holds the Series 7, 24, and 66 registrations.

Joe Baker is a Model Consultant for the Great Lakes Division at Invesco. In this role, he helps advisors understand the various options for outsourcing investment management and how these choices can impact their practices. Mr. Baker joined Invesco in 2014 as an internal market consultant. Prior to his current role, he served as a market consultant. Before joining the firm, he was a business banker at JPMorgan Chase Bank. Mr. Baker has been in the financial services industry since 2008. Mr. Baker earned a BA degree in economics from DePauw University and a master’s in finance from Loyola University Chicago. He is a Certified Investment Management Analyst® (CIMA) professional and holds the Series 6, 7, 63, and 66 registrations.

As a Senior Director, Executive Consultant, David partners with financial professionals throughout the Mid-Atlantic with the goal of helping them build exceptional businesses, develop high-performing teams, and deliver greater value to the clients and communities they serve. David combines deep industry expertise with a passion for leadership development, executive coaching, and practice management consulting. With his collaborative and transformational coaching style, David works to help financial professionals move beyond technical excellence to become more effective leaders, communicators, and business owners. His approach blends strategic thinking, behavioral coaching, and practical execution with the goal of enabling financial professionals to navigate change, strengthen client relationships, and create sustainable growth. He is passionate about helping leaders identify their unique strengths, build intentional cultures, and develop next-generation talent within their organizations. With more than three decades of experience, David joined Invesco through the firm’s combination with OppenheimerFunds in 2019. Previously, he served as a senior advisor consultant for Northern Virginia and Richmond, where he partnered closely with financial professionals, working to understand their goals, uncover opportunities, and implement customized growth strategies. Before joining OppenheimerFunds in 1994, David held financial professional roles with Independent Financial Marketing Group’s bank division and Capital Financial Group. He began his career with Mutual of New York. Throughout his career, David worked to inspire action, facilitate meaningful change, and foster accountability. He holds the FINRA Series 7 and 63 registrations and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. He earned both a BBA degree in finance and MBA from James Madison University. Dave resides in Arlington, Virginia with a suitcase never too far from reach. A passionate traveler and self-proclaimed foodie, he enjoys experiencing new cultures through their people, histories, and cuisines—always in search of the next memorable destination and exceptional meal.