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OUR SPEAKERS

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

2023 Speakers Will Be Added Soon

2022 KEYNOTE SPEAKERS

Be inspired by the visionaries of today.

  • Keith Ferrazzi Headshot

    Keith Ferrazzi

    Chairman & Founder of Ferrazzi Greenlight

  • Traci Brown Headshot

    Traci Brown, CSP

    Keynote Speaker & Fraud-Busting Body Language Expert at Traci Brown, Inc.

  • Sallie Krawcheck Headshot

    Sallie Krawcheck

    CEO & Founder of Ellevest

2022 SPEAKERS

Hear from impactful leaders in the financial planning profession

  • Sadiya Abjani Headshot

    Sadiya Abjani

    SAGE

  • Gary Altman Headshot

    Gary Altman, JD, CFP®

    Altman & Associates

  • Thomas Aviles Headshot

    Thomas Aviles

    Morningstar

  • David Blanchett Headshot

    David Blanchett, Ph.D., MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA

    PGIM DC Solutions

  • Troy Branch Headshot

    Troy Branch, JD, CLU, ChFC

    Ameritas

  • Burke-Katie (1)

    Katie Burke, CFP®

    Equita Financial Network

  • Janice Cackowski Headshot

    Janice Cackowski, CFP®

    Centry Financial Advisors, LLC

  • Kevin Clark Headshot

    Kevin R. Clark, CFP®, CIMA®, EA

    Highview Advisor Group

  • John Cullum Headshot

    John Cullum, CFP®

    American Heart Association

  • Stephen de Man Headshot

    Stephen de Man

    Dimensional Fund Advisors (DFA)

  • David DeVoe Headshot

    David DeVoe, MBA

    DeVoe & Company

  • Mary Dorn Headshot

    Mary Dorn, Ph.D.

    Columbia College

  • Ric Edelman Headshot

    Ric Edelman

    Digital Assets Council of Financial Professionals (DACFP)

  • Paul Ellis Headshot

    Paul Ellis

    Paul Ellis Consulting

  • Sarah Fallaw Headshot

    Sarah S. Fallaw, Ph.D.

    DataPoints

  • Kimberly Foss Headshot

    Kimberly Foss, CFP®, CPWA®, CFT-I™ Candidate

    Empyrion Wealth Management

  • Greg Friedman Headshot

    Greg Friedman, MS, CFP®

    Wealthspire Advisors

  • Sara Geber Headshot

    Sara Z. Geber, Ph.D., CRC

    LifeEncore and Sky Ridge Consulting Group, Inc.

  • Greg Geisler Headshot

    Greg Geisler, Ph.D.

    Indiana University

  • Dima Ghawi Headshot

    Dima Ghawi, MBA, Certified Professional Coach

    Dima Ghawi, LLC.

  • Carroll Golden Headshot

    Carroll S. Golden, CLU, ChFC, CASL, FLMI, LECP, LACP, CLTC

    NAIFA

  • Bridget Grimes Headshot

    Bridget V. Grimes, CFP®

    Equita Financial Network

  • Cynthia Haddad Headshot

    Cynthia R. Haddad, CFP®, ChSNC®

    Affinia Financial Group

  • Matt Halloran Headshot

    Matt Halloran

    ProudMouth

  • Gretchen Halpin Headshot

    Gretchin Halpin

    Beyond AUM

  • Jessica Harrington Headshot

    Jessica Harrington

    Carson Coaching

  • Stuart Heckman

    Stuart Heckman, Ph.D., CFP®

    Kansas State University

  • Dalisha Herring Headshot

    Dalisha Herring, Ph.D., CFP®

    Florida State University

  • Gerald Johnson Headshot

    Gerald Johnson

    American Heart Association

  • Barbara Kay Headshot

    Barbara Kay, MA, LPC, RCC

    Barbara Kay Coaching

  • Marc Kiner Headshot

    Marc Kiner, CPA, NSSA

    Premier Social Security Consulting & Education

  • Emily Koochel Headshot

    Emily Koochel, AFC®, CFT-I™

    eMoney Advisor

  • Laura LaTourette Headshot

    Laura LaTourette, CFP®

    Family Wealth Management Group

  • David Lau Headshot

    David Lau

    DPL Financial Partners

  • Michael Lecours Headshot

    Michael Lecours, CFP®

    fpPathfinder

  • Brian Leitner Headshot

    Brian Leitner, CFP®, ChCF, MST

    Mariner Platform Solutions

  • Scott Lesnick Headshot

    Scott Lesnick, CSP

    Successful Business Solutions, LLC

  • Sonya L. Lutter Headshot

    Sonya L. Lutter, Ph.D., CFP®, LMFT

    Texas Tech University

  • Pat McClain Headshot

    Pat McClain, ChFC®

    Allworth Financial

  • McCoy-Megan Headshot

    Megan McCoy, Ph.D., LMFT, CFT-I™

    Kansas State University

  • Zoe Meggert Headshot

    Zoë K. Meggert

    Perfectly Planned Content, LLC

  • Ray Odom Headshot

    Ray Odom, JD, CFP®

    Northern Trust

  • Matt Ohme Headshot

    Matt Ohme, CFP®, CIMA, CLU®

    Allianz Life Insurance

  • Travis Parry Headshot

    Travis G. Parry, Ph.D.

    Make Time Institute

  • Michelle Petrowski Buonincontri Headshot

    Michelle Petrowski (Buonincontri), CFP®, CDFA®

    Being Mindful in Divorce/ New Direction Financial Strategies LLC

  • Wade Pfau Headshot

    Wade D. Pfau, Ph.D., CFA, RICP

    The American College of Financial Services

  • Lawrence (Larry) Pon Headshot

    Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP

    Pon & Associates

  • William Reichenstein Headshot

    William Reichenstein, Ph.D., CFA

    Social Security Solutions, Inc.

  • Stephen Resch Headshot

    Stephen Resch

    Finance of America Reverse

  • John Ryan Headshot

    John Ryan, CFP®

    Ryan Insurance Strategy Consultants

  • Darin Shebesta Headshot

    Darin Shebesta, CFP®, AIF®

    Jackson/Roskelley Wealth Advisors, Inc.

  • Reshell Smith Headshot

    Reshell Smith, CFP®

    AMES Financial Solutions

  • Stephen Soper Headshot

    Stephen R. Soper, CFP®, CIMA, CTFA, CRC

    Wright Investors Service

  • Charesse Spiller Headshot

    Charesse J. Spiller

    Level Best

  • Anita Srivastava Headshot

    Anita Srivastava, CFP®, CRPS, Ph.D.

    Merrill Lynch Wealth Management

  • Craig Strent Headshot

    Craig Strent, CRMS, CMPS

    Celebrity Home Loans

  • Dan Wanous Headshot

    Dan Wanous

    Thrivent Advisor Network

  • Carl Wayne Headshot

    Carl Wayne, JD

    University of Washington

  • Jay Weisman Headshot

    Jay M. Weisman, CAP

    Legacy Philanthropy Group / Build A Million Bridges

  • Cozy Wittman Headshot

    Cozy Wittman

    College Inside Track

  • Daniel Yerger Headshot

    Daniel M. Yerger, MBA, CFP®, ChFC, AIF, CDFA

    MY Wealth Planners

  • Vanessa Zamy Headshot

    Vanessa Zamy

    The Business Defibrillator