Speakers

Harrison Baron

SecureWealthIT

Kevin Bayani, CFP®, EA, MBA

University of Georgia

Curtis Cloke, RICP, CLTC, LUTCF

Retirement Innovations, Inc

Don Cody

Global Macro Asset Management LLC

Barron Damon

Business of Life CC

Matt Fizell, CFP®

New Planner Collective

Keith Gamble, Ph.D.

Middle Tennessee State University

Charlotte Ingram

Ph.D. Student, Graduate Teaching Assistant at University of Georgia

Caroline Jones, CFP®

Crown Coaching & Consulting

Rick Kahler, CFP®, MS, ChFC, CCIM

Advanced Wellbeing, LLC

K. Jeremy Ko, Ph.D.

ShoreUp Retirement Solutions

Michael Kothakota, Ph.D.

Wolfbridge Wealth

Eric Ludwig, Ph.D., CFP®, RICP

Stockbridge Private Wealth Management

Jared Machen, CFP®

New Planner Collective

David McKnight

Power of Zero

Christine Moriarty, CFP®

MoneyPeace, Inc

David Nassief

One-Page Wealth Compass

Maggie Nielsen, MBA

Purse Strings

Jon Panning, CFP®, CEPA®, RICP®

Panning Wealth

Dr. Barb Provost, EdD, MS Ed, MBM

Purse Strings

David Selig

Advice Dynamics Partners

Joel Steel

Life Switch

Andy Fastow

Former CFO of Enron

Shannon Rosic

Director of WealthStack Content & Solutions at Informa Connect

Azish Filabi

Managing Director of The American College Maguire Center for Ethics in Financial Services

Andrew Altfest, CFP®, MBA

President of Altfest Personal Wealth Management; Founder and CEO of FP Alpha

Sindhu Joseph, Ph.D.

CEO and Founder at CogniCor

Harry Mamaysky, Ph.D.

CIO at QuantStreet Capital

Michael Batnick, CFA®

Managing Partner at Ritholtz Wealth Management

Ben Carlson, CFA

Director of Institutional Asset Management at Ritholtz Wealth Management

D. Crystal Alford-Cooper,

CFP®, CDFA™, CRC®

Law & Associates Wealth Advisor

Denise Appleby,

MJ, APA, AKA, CISP, CRC, CRPS, CRSP

Appleby Retirement Consulting Inc.

Kristy Archuleta,

Ph.D., LMFT, CFT

University of Georgia

Stuart Armstrong,

CFP®, ADPA

Centinel Financial Group

Rich Arzaga,

CFP®, CCIM

The Real Estate Whisperer Financial Planning

Kelly Augspurger,

CSA, CLTC®, LTCCP®

Steadfast Insurance LLC

James Bode

Beck Bode

Katie Braden,

CFP®

Advisor Video Marketing

Sophie Bradshaw,

CFP®

Tower View Wealth Management

Brandon Buckingham,

J.D., LL.M

Prudential Retirement Strategies

Angel Costanza,

MBA

Beck Bode

Saundra Davis,

MCC, APFC®, FBS®

Sage Financial Solutions, Inc.

Aaliyah de Toeni Zhu

The Financial Literacy Diaries

Rachael DeLeon

Association of Financial Counseling and Planning Education

Jason Deshayes,

CPA/PFS, CFP®, CKA

Cerity Partners, LLC

James DiLellio,

Ph.D., MBA

Pepperdine | Graziadio Business School

Shon Eckert,

CFP®, ChFC, BFA

Deseret Mutual Benefit Administrators

John Eing,

CFP®, CPA, MBA

Quantum Financial Advisors

Emmanuel Eliason,

CFP®, EA

Eliason Wealth Management

Meb Faber

Cambria Investments

Oriana Falkowski,

AFC®, M.Ed.

Young and Scrappy

Sergei Freiman

awezzom Management consulting

Sharon Gai

Culture Fluid

Freddy Garcia,

MBA, CFP®

Left Brain Wealth Management

Kristin Harad,

CFP®

Full Advisor Coaching

Jason Henderson

Edward Jones

Melanie Henderson,

Licensed Professional Counselor, MA

Dawn Herscher,

MBA

Dawn Herscher, Inc.

Michelle Hirsch,

CAPI

Brunswick Private Client

Jamie Hopkins,

CFP®, JD, LLM, CLU, RICP, ChFC, MBA

Bryn Mawr Trust Advisors

Gilles Hudelot

Fruition

Scott Kahan,

CFP®

Financial Asset Management Corporation

Rick Kahler,

CFP®, CFT, CeFT

Kahler Financial Group, Inc. - Advanced Wellbeing, LLC

Claudia Kane,

CFP®, CIMA, CPWA®, ADPA®, CDFA®,

Raymond James Financial Services

Derrick Kinney

Success for Advisors

K. Jeremy Ko,

Ph.D.

ShoreUp Retirement Solutions

Emily Koochel,

Ph.D., AFC, CFT, BFA

eMoney

Michael Kothakota,

Ph.D.

Wolfbridge Wealth

Annalee Kruger

Care Right, Inc.

James Lee,

CFP®, CRPC®, AIF®

Lee Investment Management

Craig Lemoine,

Ph.D., CFP®

University of Illinois Champaign - Urbana

Adam Link,

AAMS, CRPC

Fireweed Capital

Eric Ludwig,

Ph.D., CFP®

The American College of Financial Services

Jean Lynn,

CFP®

Your Financial Personality

David Mannaioni,

CFP®

College for Financial Planning

Megan McCoy

Ph.D., LMFT, AFC®, CFT™

Kansas State University

Jessica Medina,

AFC, Esq.

Jessica Medina LLC

Sarah Mouser,

CFP®, CDFA, CTS, CES, CCFS, ELA

Verdence Capital Advisors

John Owens,

CFP®, EA, ECA, CPWA®

Brooklyn Fi

Mark Prendergast,

MS, CPA, CFP®, CDFA

Appella Wealth

Celeste Revelli,

CFP®, BFA™

Financial Planning Integration at Fidelity Institutional®

Otto Rivera,

CFP®, EA

White Lighthouse Investment Management

Carol Lee Roberts

CFP®, CeFT, CDFA

Institute for Divorce Financial Analysts

Adrienne Ross,

CFP®, AFC®, ChFC®, MQFP®

Clear Insight Wealth Management/APFORIA, lTD

Joy Slabaugh,

CFP®, MTax, LPCMH

Wealth Alignment Institute

Stephen Soper,

CFP®, CIMA, CTFA, CRC, ATFA

Passumpsic Bank - Trust and Investments

Connor Sung,

CFP®

eMoney Advisor

Timothy Todd,

Ph.D.

Liberty University School of Law

Robert van Beek,

CFP®

About Life & Finance

Landon Warmund,

CFP®, CSLP

Reliant Financial Services

Chris Woods,

CFP®, CKA®, CEPA©

Silvis Financial