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OUR SPEAKERS

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

2025 KEYNOTE SPEAKERS

Continue to check back as we confirm keynotes, including panelists and special guests!

  • 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

    Mamaysky-Harry

    Harry Mamaysky, Ph.D.

    CIO at QuantStreet Capital

  • Wednesday

    Josh Brown

    Josh Brown

    CEO of Ritholtz Wealth Management

  • Wednesday

    Michael Batnick

    Michael Batnick, CFA®

    Managing Partner at Ritholtz Wealth Management

2025 BREAKOUT SESSION SPEAKERS

Continue to check back as we update our roster of speakers!

  • 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

  • Costanza-Angel

    Angel Costanza,

    MBA

    Beck Bode

  • Davis-Saundra

    Saundra Davis,

    MCC, APFC®, FBS®

    Sage Financial Solutions, Inc.

  • Deshayes-Jason

    Jason Deshayes,

    CPA/PFS, CFP®, CKA

    Cerity Partners, LLC

  • James Dilellio

    James DiLellio,

    Ph.D., MBA

    Pepperdine | Graziadio Business School

  • Eliason-Emmanuel

    Emmanuel Eliason,

    CFP®, EA

    Eliason Wealth Management

  • Faber-Meb

    Meb Faber

    Cambria Investments

  • Freiman-Sergei

    Sergei Freiman

    awezzom Management consulting

  • Gai-Sharon

    Sharon Gai

    Culture Fluid

  • Harad-Kristin

    Kristin Harad,

    CFP®

    Full Advisor Coaching

  • 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

  • Kahler-Richard

    Richard Kahler,

    CFP®, CFT, CeFT

    Kahler Financial Group, Inc. - Advanced Wellbeing, LLC

  • Aaliyah Kissick

    Aaliyah Kissick

    The Financial Literacy Diaries

  • Ko-Jeremy

    Jeremy Ko

    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.

  • Ludwig-Eric

    Eric Ludwig,

    Ph.D., CFP®

    The American College of Financial Services

  • Lynn-Jean

    Jean Lynn,

    CFP®

    Your Financial Personality

  • Mouser-Sarah

    Sarah Mouser,

    CFP®, CDFA, CTS, CES, CCFS, ELA

    Verdence Capital Advisors

  • Owens-John

    John Owens,

    CFP®, EA, ECA, CPWA®

    Brooklyn Fi

  • Slabaugh-Joy

    Joy Slabaugh,

    CFP®, MTax, LPCMH

    Wealth Alignment Institute

  • Soper-Stephen

    Stephen Soper,

    CFP®, CIMA, CTFA, CRC, ATFA

    Passumpsic Bank - Trust and Investments

  • Todd-Timothy

    Timothy Todd,

    Ph.D.

    Liberty University School of Law