OUR SPEAKERS

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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2025 KEYNOTE SPEAKERS
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Monday
Andy Fastow
Former CFO of Enron
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Tuesday Panelist Moderator
Shannon Rosic
Director of WealthStack Content & Solutions at Informa Connect
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Tuesday Panelist
Azish Filabi
Managing Director of The American College Maguire Center for Ethics in Financial Services
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Tuesday Panelist
Andrew Altfest, CFP®, MBA
President of Altfest Personal Wealth Management; Founder and CEO of FP Alpha
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Tuesday Panelist
Sindhu Joseph, Ph.D.
CEO and Founder at CogniCor
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Tuesday Panelist
Harry Mamaysky, Ph.D.
CIO at QuantStreet Capital
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Wednesday
Michael Batnick, CFA®
Managing Partner at Ritholtz Wealth Management
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Wednesday
Ben Carlson, CFA
Director of Institutional Asset Management at Ritholtz Wealth Management
2025 BREAKOUT SESSION SPEAKERS
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D. Crystal Alford-Cooper,
CFP®, CDFA™, CRC®
Law & Associates Wealth Advisor
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Denise Appleby,
MJ, APA, AKA, CISP, CRC, CRPS, CRSP
Appleby Retirement Consulting Inc.
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Kristy Archuleta,
Ph.D., LMFT, CFT
University of Georgia
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Stuart Armstrong,
CFP®, ADPA
Centinel Financial Group
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Rich Arzaga,
CFP®, CCIM
The Real Estate Whisperer Financial Planning
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Kelly Augspurger,
CSA, CLTC®, LTCCP®
Steadfast Insurance LLC
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James Bode
Beck Bode
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Katie Braden,
CFP®
Advisor Video Marketing
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Sophie Bradshaw,
CFP®
Tower View Wealth Management
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Brandon Buckingham,
J.D., LL.M
Prudential Retirement Strategies
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Angel Costanza,
MBA
Beck Bode
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Saundra Davis,
MCC, APFC®, FBS®
Sage Financial Solutions, Inc.
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Aaliyah de Toeni Zhu
The Financial Literacy Diaries
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Rachael DeLeon
Association of Financial Counseling and Planning Education
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Jason Deshayes,
CPA/PFS, CFP®, CKA
Cerity Partners, LLC
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James DiLellio,
Ph.D., MBA
Pepperdine | Graziadio Business School
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Shon Eckert,
CFP®, ChFC, BFA
Deseret Mutual Benefit Administrators
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John Eing,
CFP®, CPA, MBA
Quantum Financial Advisors
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Emmanuel Eliason,
CFP®, EA
Eliason Wealth Management
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Meb Faber
Cambria Investments
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Oriana Falkowski,
AFC®, M.Ed.
Young and Scrappy
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Sergei Freiman
awezzom Management consulting
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Sharon Gai
Culture Fluid
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Freddy Garcia,
MBA, CFP®
Left Brain Wealth Management
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Kristin Harad,
CFP®
Full Advisor Coaching
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Jason Henderson
Edward Jones
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Melanie Henderson,
Licensed Professional Counselor, MA
River Birch Counseling Center
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Dawn Herscher,
MBA
Dawn Herscher, Inc.
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Michelle Hirsch,
CAPI
Brunswick Private Client
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Jamie Hopkins,
CFP®, JD, LLM, CLU, RICP, ChFC, MBA
Bryn Mawr Trust Advisors
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Gilles Hudelot
Fruition
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Scott Kahan,
CFP®
Financial Asset Management Corporation
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Richard Kahler,
CFP®, CFT, CeFT
Kahler Financial Group, Inc. - Advanced Wellbeing, LLC
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Claudia Kane,
CFP®, CIMA, CPWA®, ADPA®, CDFA®,
Raymond James Financial Services
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Derrick Kinney
Success for Advisors
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K. Jeremy Ko,
Ph.D.
ShoreUp Retirement Solutions
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Emily Koochel,
Ph.D., AFC, CFT, BFA
eMoney
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Michael Kothakota,
Ph.D.
Wolfbridge Wealth
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Annalee Kruger
Care Right, Inc.
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James Lee,
CFP®, CRPC®, AIF®
Lee Investment Management
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Craig Lemoine,
Ph.D., CFP®
University of Illinois Champaign - Urbana
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Adam Link,
AAMS, CRPC
Fireweed Capital
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Eric Ludwig,
Ph.D., CFP®
The American College of Financial Services
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Jean Lynn,
CFP®
Your Financial Personality
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David Mannaioni,
CFP®
College for Financial Planning
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Megan McCoy
Ph.D., LMFT, AFC®, CFT™
Kansas State University
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Jessica Medina,
AFC, Esq.
Jessica Medina LLC
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Sarah Mouser,
CFP®, CDFA, CTS, CES, CCFS, ELA
Verdence Capital Advisors
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John Owens,
CFP®, EA, ECA, CPWA®
Brooklyn Fi
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Mark Prendergast,
MS, CPA, CFP®, CDFA
Appella Wealth
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Celeste Revelli,
CFP®, BFA™
Financial Planning Integration at Fidelity Institutional®
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Otto Rivera,
CFP®, EA
White Lighthouse Investment Management
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Carol Lee Roberts
CFP®, CeFT, CDFA
Institute for Divorce Financial Analysts
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Adrienne Ross,
CFP®, AFC®, ChFC®, MQFP®
Clear Insight Wealth Management/APFORIA, lTD
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Joy Slabaugh,
CFP®, MTax, LPCMH
Wealth Alignment Institute
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Stephen Soper,
CFP®, CIMA, CTFA, CRC, ATFA
Passumpsic Bank - Trust and Investments
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Connor Sung,
CFP®
eMoney Advisor
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Timothy Todd,
Ph.D.
Liberty University School of Law
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Robert van Beek,
CFP®
About Life & Finance
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Landon Warmund,
CFP®, CSLP
Reliant Financial Services
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Chris Woods,
CFP®, CKA®, CEPA©
Silvis Financial