OUR SPEAKERS
Learn more about our world-class speakers below and check back often as speakers are confirmed daily

Mira Lindehoff
Freestone Capital Management
I’ve been designing icons professionally for over a decade and have worked with dozens of the biggest brands to create custom sets for their products. I’m an accomplished conference speaker, and have been teaching icon design workshops every month for the last three years. I’ve worked with designers of all skill levels and honed my way of teaching to really click for anyone who has the itch to start designing their own icons.
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2023 KEYNOTE SPEAKERS
Be inspired by the visionaries of today.
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Wednesday
Chris Gardner
CEO of HappYness
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Thursday - Panel
Diana Cabrices
Diana Cabrices Consulting
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Thursday - Panel
Penny Phillips
Journey Strategic Wealth
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Thursday - Panel
Justin Mack
Financial Planning magazine
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Thursday - Panel
Matt Middleton
Advisor Circle
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Friday
Nouriel Roubini
CEO of Roubini Macro Associates, LLC
2023 SPEAKERS
Hear from impactful leaders in the financial planning profession
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Amie Agamata, CFP®, RICP®, ChFC®, CLU®
LPL Financial
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Peter Alden, MS, LUTCF
EOS
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Gary Altman, CFP®, JD, LLM (Tax)
Altman & Associates
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Erinn Andrews
GiveTeam
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Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP
Appleby Retirement Consulting Inc.
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Kristy Archuleta, PhD, LMFT, CFT-I
University of Georgia & Financial Behavior Keynote Group
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Thomas Aviles
Morningstar
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Marjorie Barrie, LTCP
FPA of Suncoast / ACSIA Partners
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Christopher Bentley, CFP, CLU, BFA, CRPC, MBA
Wings for Widows
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David Blanchett, PhD, CFA, CFP®
PGIM
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Chadwick Blythe
PlantechHub
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Brooklyn Brock, CFP®, CEPA®, CHFC®, CKA®
Ellevate Advisors
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Kellan Brown
Income Lab
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Elissa Buie, CFP®
Yeske Buie
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Sarah Cain, ACC, CBC
Carson Group
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Autumn Campbell, CFP®
Facet Wealth
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Jacqueline Campbell
Alexander Legacy Private Wealth Management
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Jeffrey Clark, LUTCF, ACS, FLMI, CFS
Jackson
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Joseph Coughlin, PhD
MIT AgeLab
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Jon Dauphiné
Foundation for Financial Planning
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Lisa Dickholtz, CFP®
Dickholtz Health & Wealth
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Kate Dore, CFP®
CNBC
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Sonya Dreizler
Choir
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Kalli Fedusenko
Kalli Collective
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Gretchen Figge
COREnology
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Justin Fitzpatrick
Income Lab
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Justin Fitzpatrick, CFA, CFP®
Income Lab
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Amy Florian, FT, MA
Corgenius, Inc.
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John Froberg, CFP®
IronBridge Wealth Counsel
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Mac Gardner, CFP®
FinLit Tech
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Laura Garfield, MA
Idea Decanter
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Greg Geisler, Ph.D.
Indiana University
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Sharon Gottula
Idea Decanter
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Cynthia Hanson, CFP®, ChFC®, CDFA®
Ameriprise Financial
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Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Carson Group
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Tiffany T. House, CAP®, CEPA, FCEP
Thompson & Associates
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Paula Jones, Attorney
Jones Estate Group, Inc.
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Emily Koochel, AFC®, CFT-I™, BFA™
eMoney Advisor
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Robert Lane
Advyzon
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Laura LaTourette, CFP®
Family Wealth Management Group
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Peter Lazaroff, CFA, CFP®
Plancorp
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Courtney Lee
Dimensional Fund Advisors
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James Lee, CFP®, CRPC®, AIF®
Lee Investment Management
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Sheng-Hung Lee, PhD Candidate
MIT AgeLab
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Zhikun Liu
Employee Benefit Research Institute
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Meghaan Lurtz, PhD, FBS
Kitces/KSU/Columbia
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Shauna Mace
SEI
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Rex Macey
Red Tortoise, LLC
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Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC
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Peter Nakada, CFA
Stone Ridge Asset Management
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Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™
Association of African American Financial Advisors
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Mark Peterson
BlackRock
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Stephen Resch
Finance of America Reverse
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Laine Schoneberger
Yrefy, LLC
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Heather Schreiber, RICP, NSSA
HLS Retirement Consulting, LLC
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David Selig, MBA
Advice Dynamics Partners
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Darin Shebesta, CFP®, AIF®, CAP®
Jackson/Roskelley Wealth Advisors, Inc.
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Andrew Shedlock, J.D.
Kutak Rock LLP
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Caleb Silver
Investopedia
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Brianne Smith, PhD, CPA/PFS™
Auburn University at Montgomery
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Jake Spaccarotelli, CLTC
One Insurance Solution for RIAs
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Connor Sung, CFP®
eMoney Advisor
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Steven Sweeney
Allianz
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Jerry Szatko
UnitiFi
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Linda Taylor, CPA, MBA
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Timothy Todd, PhD, JD
Liberty University School of Law
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Tanya Van Court
Goalsetter
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Brian Walsh, PhD, CFP®
SoFi
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Catherine Williams
Dimensional Fund Advisors
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Cozy Wittman
College Inside Track