NAPFA Fall 2023 National Conference Speaker

Thomas Aviles has a decade of experience in the wealth technology space – the majority of that time focused on financial planning solutions at Morningstar and at Advicent NaviPlan. Today, he works with Morningstar’s largest clients, sharing how Morningstar’s research and technology enable advisors to create better outcomes for their clients. A few fun facts on Aviles —he is a former competitive boxer, and a huge fan of tabletop games (Stockpile, Wingpsan and Splender are some recent favorites).