Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy.

Sasha’s expertise is in product and engineering management. Most recently, he was VP of Engineering at Simple Bank where he was the key architect of company product and engineering strategy, leading a team of 75. Prior to his role as VP, he was Sr. Director of Web and Mobile engineering.

Alex currently runs the Icon advisory business as well as all compliance related items including SEC and FINRA registration. His background is in global wealth management. He’s built and operated risk management tools and policies, financial planning systems, portfolio models and asset allocation guidelines for US, UK, and European markets while working at Fisher Investments. He holds a series 65. CRD#6418034

Alok’s background is in developing large scale distributed systems. He was a principal engineer at Cloudability, UrbanAirship and lead architect at RipFog. Prior to that he was an early engineer at Jive Software.

John loves sales and has a passion for building sales teams. He has experience scaling technology companies, developing go-to-market strategies, and the systems needed to support these initiatives. John also serves as a Board Member for Project Helping, a Denver non-profit focused on mental health.

Lindsay is a customer success professional with a knack for building strategic business relationships. She has experience in strategic account management, professional services and business development across multiple startups. In 2021, she completed her Master’s degree in Economics at Portland State University.

Lisa is a marketer who specializes in early stage, mission-driven startup growth and brand building. Most recently, she led the product marketing team at Human Interest, a 401k provider, where she focused on customer segmentation strategy. Lisa has led marketing teams at Rocket Lawyer, Everlaw, and Atrium, leading each company through periods of customer and product growth. Prior to her marketing career, Lisa was a litigator and practiced law in California and Texas.

James specializes in web technologies and building excellent user interfaces. His focus is to find what customers want in a UI and build from that. Previously, he was a Senior Software Engineer at Cloudability and prior to that he had graduated from a coding school based in Portland, OR.

Doris is a developer and designer, with a focus on end-to-end user experience, interaction, and responsiveness. She is able to work across the software delivery lifecycle, from ideation to production. Before Icon, Doris worked with several technology startups, including Streem and Lightspeed Systems, and prior to that she graduated from a coding school based in Portland, OR.

Ricky is an engineer who enjoys building backend systems for products that focus on making complicated processes as easy as possible. Recently, he was a backend engineer at Acorns where he worked on the Later product, and prior to that he founded a startup that focused on autonomous plant growing. When he’s not working or in quarantine, he enjoys backpacking, rock climbing, riding bikes, and traveling.

Formerly held roles in Business Development and as an Account Executive in the Big Data and Analytics space for Snowflake where he focused on selling to emerging companies/start-ups to help them develop a foundation for their long-term data and analytics strategies. Graduated from the University of Portland, OR with a degree in Business Administration, with a focus on Entrepreneurship and start-up/small business management.