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OUR SPEAKERS

2025 KEYNOTE SPEAKERS

  • Monday

    Andy Fastow

    Andy Fastow

    Former CFO of Enron

  • Tuesday Panelist Moderator

    Shannon Rosic

    Shannon Rosic

    Director of WealthStack Content & Solutions at Informa Connect

  • Tuesday Panelist

    Azish Filabi

    Azish Filabi

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

  • Tuesday Panelist

    Altfest-Andrew1

    Andrew Altfest, CFP®, MBA

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

  • Tuesday Panelist

    Joseph_Sindhu

    Sindhu Joseph, Ph.D.

    CEO and Founder at CogniCor

  • Tuesday Panelist

    Mamaysky-Harry

    Harry Mamaysky, Ph.D.

    CIO at QuantStreet Capital

  • Wednesday

    Michael Batnick

    Michael Batnick, CFA®

    Managing Partner at Ritholtz Wealth Management

  • Wednesday

    Ben Carlson, CFA

    Ben Carlson, CFA

    Director of Institutional Asset Management at Ritholtz Wealth Management

2025 BREAKOUT SESSION SPEAKERS

  • Alford-Cooper-DCrystal

    D. Crystal Alford-Cooper,

    CFP®, CDFA™, CRC®

    Law & Associates Wealth Advisor

  • Appleby-Denise

    Denise Appleby,

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

    Appleby Retirement Consulting Inc.

  • Archuleta-Kristy

    Kristy Archuleta,

    Ph.D., LMFT, CFT

    University of Georgia

  • Armstrong-Stuart

    Stuart Armstrong,

    CFP®, ADPA

    Centinel Financial Group

  • Arzaga-Rich

    Rich Arzaga,

    CFP®, CCIM

    The Real Estate Whisperer Financial Planning

  • Augspurger-Kelly

    Kelly Augspurger,

    CSA, CLTC®, LTCCP®

    Steadfast Insurance LLC

  • Bode-James

    James Bode

    Beck Bode

  • Braden-Katie

    Katie Braden,

    CFP®

    Advisor Video Marketing

  • Bradshaw-Sophie

    Sophie Bradshaw,

    CFP®

    Tower View Wealth Management

  • Buckingham-Brandon

    Brandon Buckingham,

    J.D., LL.M

    Prudential Retirement Strategies

  • Costanza-Angel

    Angel Costanza,

    MBA

    Beck Bode

  • Davis-Saundra

    Saundra Davis,

    MCC, APFC®, FBS®

    Sage Financial Solutions, Inc.

  • Aaliyah de Toeni Zhu

    Aaliyah de Toeni Zhu

    The Financial Literacy Diaries

  • DeLeon-Rachael

    Rachael DeLeon

    Association of Financial Counseling and Planning Education

  • Deshayes-Jason

    Jason Deshayes,

    CPA/PFS, CFP®, CKA

    Cerity Partners, LLC

  • James Dilellio

    James DiLellio,

    Ph.D., MBA

    Pepperdine | Graziadio Business School

  • Eckert-Shon

    Shon Eckert,

    CFP®, ChFC, BFA

    Deseret Mutual Benefit Administrators

  • Eing-John

    John Eing,

    CFP®, CPA, MBA

    Quantum Financial Advisors

  • Eliason-Emmanuel

    Emmanuel Eliason,

    CFP®, EA

    Eliason Wealth Management

  • Faber-Meb

    Meb Faber

    Cambria Investments

  • Falkowski-Oriana

    Oriana Falkowski,

    AFC®, M.Ed.

    Young and Scrappy

  • Freiman-Sergei

    Sergei Freiman

    awezzom Management consulting

  • Gai-Sharon

    Sharon Gai

    Culture Fluid

  • Garcia-Freddy

    Freddy Garcia,

    MBA, CFP®

    Left Brain Wealth Management

  • Harad-Kristin

    Kristin Harad,

    CFP®

    Full Advisor Coaching

  • Henderson-Jason

    Jason Henderson

    Edward Jones

  • Henderson-Melanie

    Melanie Henderson,

    Licensed Professional Counselor, MA

    River Birch Counseling Center

  • Herscher-Dawn

    Dawn Herscher,

    MBA

    Dawn Herscher, Inc.

  • Hirsch-Michelle

    Michelle Hirsch,

    CAPI

    Brunswick Private Client

  • Hopkins-Jamie

    Jamie Hopkins,

    CFP®, JD, LLM, CLU, RICP, ChFC, MBA

    Bryn Mawr Trust Advisors

  • Hudelot-Gilles

    Gilles Hudelot

    Fruition

  • Kahan-Scott

    Scott Kahan,

    CFP®

    Financial Asset Management Corporation

  • Kahler-Richard

    Richard Kahler,

    CFP®, CFT, CeFT

    Kahler Financial Group, Inc. - Advanced Wellbeing, LLC

  • Kane-Claudia

    Claudia Kane,

    CFP®, CIMA, CPWA®, ADPA®, CDFA®,

    Raymond James Financial Services

  • Kinney-Derrick

    Derrick Kinney

    Success for Advisors

  • Ko-Jeremy

    K. Jeremy Ko,

    Ph.D.

    ShoreUp Retirement Solutions

  • Koochel-Emily

    Emily Koochel,

    Ph.D., AFC, CFT, BFA

    eMoney

  • Kothakota-Michael

    Michael Kothakota,

    Ph.D.

    Wolfbridge Wealth

  • Kruger-Annalee

    Annalee Kruger

    Care Right, Inc.

  • Lee-James

    James Lee,

    CFP®, CRPC®, AIF®

    Lee Investment Management

  • Lemoine-Craig

    Craig Lemoine,

    Ph.D., CFP®

    University of Illinois Champaign - Urbana

  • Link-Adam

    Adam Link,

    AAMS, CRPC

    Fireweed Capital

  • Ludwig-Eric

    Eric Ludwig,

    Ph.D., CFP®

    The American College of Financial Services

  • Lynn-Jean

    Jean Lynn,

    CFP®

    Your Financial Personality

  • Mannaioni-David (1)

    David Mannaioni,

    CFP®

    College for Financial Planning

  • McCoy-Megan-1

    Megan McCoy

    Ph.D., LMFT, AFC®, CFT™

    Kansas State University

  • Medina-Jessica

    Jessica Medina,

    AFC, Esq.

    Jessica Medina LLC

  • Mouser-Sarah

    Sarah Mouser,

    CFP®, CDFA, CTS, CES, CCFS, ELA

    Verdence Capital Advisors

  • Owens-John

    John Owens,

    CFP®, EA, ECA, CPWA®

    Brooklyn Fi

  • Prendergast-Mark (1)

    Mark Prendergast,

    MS, CPA, CFP®, CDFA

    Appella Wealth

  • Revelli-Celeste

    Celeste Revelli,

    CFP®, BFA™

    Financial Planning Integration at Fidelity Institutional®

  • Rivera-Otto

    Otto Rivera,

    CFP®, EA

    White Lighthouse Investment Management

  • Roberts-CarolLee

    Carol Lee Roberts

    CFP®, CeFT, CDFA

    Institute for Divorce Financial Analysts

  • Ross-Adrienne

    Adrienne Ross,

    CFP®, AFC®, ChFC®, MQFP®

    Clear Insight Wealth Management/APFORIA, lTD

  • Slabaugh-Joy

    Joy Slabaugh,

    CFP®, MTax, LPCMH

    Wealth Alignment Institute

  • Soper-Stephen

    Stephen Soper,

    CFP®, CIMA, CTFA, CRC, ATFA

    Passumpsic Bank - Trust and Investments

  • Sung-Connor

    Connor Sung,

    CFP®

    eMoney Advisor

  • Todd-Timothy

    Timothy Todd,

    Ph.D.

    Liberty University School of Law

  • VanBeek-Robert2

    Robert van Beek,

    CFP®

    About Life & Finance

  • Warmund-Landon

    Landon Warmund,

    CFP®, CSLP

    Reliant Financial Services

  • Woods-Chris

    Chris Woods,

    CFP®, CKA®, CEPA©

    Silvis Financial