Ken Lotocki, Co-founder and Chief Product Officer at Conquest Planning, has helped shape a practical, compliance-conscious approach to artificial intelligence in financial planning. Rather than layering AI onto existing workflows, he has led the development of capabilities built on a deterministic, auditable foundation, designed to help advisors deliver more personalized advice efficiently and at scale. Over the past year, Ken has overseen the expansion of Conquest's proprietary AI expert system, Strategic Advice Manager (SAM). Under Ken's product leadership, Conquest has surpassed 2 million financial plans created and now supports more than 1,000 financial services organizations worldwide. The firm has also expanded accessibility through multilingual capabilities, including a Spanish-language interface designed to help advisors serve a broader range of clients.