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

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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2022 KEYNOTE SPEAKERS
Be inspired by the visionaries of today.
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Keith Ferrazzi
Chairman & Founder of Ferrazzi Greenlight
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Traci Brown, CSP
Keynote Speaker & Fraud-Busting Body Language Expert at Traci Brown, Inc.
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Sallie Krawcheck
CEO & Founder of Ellevest
2022 SPEAKERS
Hear from impactful leaders in the financial planning profession
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Sadiya Abjani
SAGE
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Gary Altman, JD, CFP®
Altman & Associates
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Thomas Aviles
Morningstar
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David Blanchett, Ph.D., MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA
PGIM DC Solutions
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Troy Branch, JD, CLU, ChFC
Ameritas
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Katie Burke, CFP®
Equita Financial Network
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Janice Cackowski, CFP®
Centry Financial Advisors, LLC
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Kevin R. Clark, CFP®, CIMA®, EA
Highview Advisor Group
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John Cullum, CFP®
American Heart Association
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Stephen de Man
Dimensional Fund Advisors (DFA)
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David DeVoe, MBA
DeVoe & Company
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Mary Dorn, Ph.D.
Columbia College
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Ric Edelman
Digital Assets Council of Financial Professionals (DACFP)
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Paul Ellis
Paul Ellis Consulting
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Sarah S. Fallaw, Ph.D.
DataPoints
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Kimberly Foss, CFP®, CPWA®, CFT-I™ Candidate
Empyrion Wealth Management
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Greg Friedman, MS, CFP®
Wealthspire Advisors
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Sara Z. Geber, Ph.D., CRC
LifeEncore and Sky Ridge Consulting Group, Inc.
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Greg Geisler, Ph.D.
Indiana University
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Dima Ghawi, MBA, Certified Professional Coach
Dima Ghawi, LLC.
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Carroll S. Golden, CLU, ChFC, CASL, FLMI, LECP, LACP, CLTC
NAIFA
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Bridget V. Grimes, CFP®
Equita Financial Network
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Cynthia R. Haddad, CFP®, ChSNC®
Affinia Financial Group
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Matt Halloran
ProudMouth
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Gretchin Halpin
Beyond AUM
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Jessica Harrington
Carson Coaching
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Stuart Heckman, Ph.D., CFP®
Kansas State University
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Dalisha Herring, Ph.D., CFP®
Florida State University
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Gerald Johnson
American Heart Association
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Barbara Kay, MA, LPC, RCC
Barbara Kay Coaching
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Marc Kiner, CPA, NSSA
Premier Social Security Consulting & Education
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Emily Koochel, AFC®, CFT-I™
eMoney Advisor
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Laura LaTourette, CFP®
Family Wealth Management Group
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David Lau
DPL Financial Partners
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Michael Lecours, CFP®
fpPathfinder
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Brian Leitner, CFP®, ChCF, MST
Mariner Platform Solutions
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Scott Lesnick, CSP
Successful Business Solutions, LLC
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Sonya L. Lutter, Ph.D., CFP®, LMFT
Texas Tech University
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Pat McClain, ChFC®
Allworth Financial
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Megan McCoy, Ph.D., LMFT, CFT-I™
Kansas State University
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Zoë K. Meggert
Perfectly Planned Content, LLC
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Ray Odom, JD, CFP®
Northern Trust
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Matt Ohme, CFP®, CIMA, CLU®
Allianz Life Insurance
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Travis G. Parry, Ph.D.
Make Time Institute
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Michelle Petrowski (Buonincontri), CFP®, CDFA®
Being Mindful in Divorce/ New Direction Financial Strategies LLC
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Wade D. Pfau, Ph.D., CFA, RICP
The American College of Financial Services
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Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP
Pon & Associates
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William Reichenstein, Ph.D., CFA
Social Security Solutions, Inc.
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Stephen Resch
Finance of America Reverse
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John Ryan, CFP®
Ryan Insurance Strategy Consultants
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Darin Shebesta, CFP®, AIF®
Jackson/Roskelley Wealth Advisors, Inc.
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Reshell Smith, CFP®
AMES Financial Solutions
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Stephen R. Soper, CFP®, CIMA, CTFA, CRC
Wright Investors Service
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Charesse J. Spiller
Level Best
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Anita Srivastava, CFP®, CRPS, Ph.D.
Merrill Lynch Wealth Management
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Craig Strent, CRMS, CMPS
Celebrity Home Loans
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Dan Wanous
Thrivent Advisor Network
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Carl Wayne, JD
University of Washington
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Jay M. Weisman, CAP
Legacy Philanthropy Group / Build A Million Bridges
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Cozy Wittman
College Inside Track
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Daniel M. Yerger, MBA, CFP®, ChFC, AIF, CDFA
MY Wealth Planners
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Vanessa Zamy
The Business Defibrillator