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OUR SPEAKERS

Conference speakers are added to this page as they are confirmed. Additional speakers will be announced soon!

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

    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

    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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • Lee-James

    James Lee,

    CFP®, CRPC®, AIF®

    Lee Investment Management

  • 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

  • McCoy-Megan-1

    Megan McCoy

    Ph.D., LMFT, AFC®, CFT™

    Kansas State University

  • Mouser-Sarah

    Sarah Mouser,

    CFP®, CDFA, CTS, CES, CCFS, ELA

    Verdence Capital Advisors

  • Owens-John

    John Owens,

    CFP®, EA, ECA, CPWA®

    Brooklyn Fi

  • Revelli-Celeste

    Celeste Revelli,

    CFP®, BFA™, CSM®, CSPO®

    Fidelity Investments

  • Rivera-Otto

    Otto Rivera,

    CFP®, EA

    White Lighthouse Investment Management

  • 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

  • VanBeek-Robert2

    Robert van Beek,

    CFP®

    About Life & Finance

  • Woods-Chris

    Chris Woods,

    CFP®, CKA®, CEPA©

    Silvis Financial