OUR SPEAKERS

Amie Agamata, CFP®, RICP®, ChFC®, CLU®

LPL Financial

Peter Alden, MS, LUTCF

EOS

Gary Altman, CFP®, JD, LLM (Tax)

Altman & Associates

Erinn Andrews

GiveTeam

Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP

Appleby Retirement Consulting Inc.

Kristy Archuleta, PhD, LMFT, CFT-I

University of Georgia & Financial Behavior Keynote Group

Thomas Aviles

Morningstar

Marjorie Barrie, LTCP

FPA of Suncoast / ACSIA Partners

Christopher Bentley, CFP, CLU, BFA, CRPC, MBA

Wings for Widows

David Blanchett, PhD, CFA, CFP®

PGIM

Chadwick Blythe

PlantechHub

Brooklyn Brock, CFP®, CEPA®, CHFC®, CKA®

Ellevate Advisors

Kellan Brown

Income Lab

Elissa Buie, CFP®

Yeske Buie

Sarah Cain, ACC, CBC

Carson Group

Autumn Knutson (Campbell), CFP®

Styled Wealth

Jacqueline Campbell

Alexander Legacy Private Wealth Management

Jeffrey Clark, LUTCF, ACS, FLMI, CFS

Jackson

Joseph Coughlin, PhD

MIT AgeLab

Jon Dauphiné

Foundation for Financial Planning

Lisa Dickholtz, CFP®

Dickholtz Health & Wealth

Kate Dore, CFP®

CNBC

Sonya Dreizler

Choir

Kalli Fedusenko

Kalli Collective

Gretchen Figge

COREnology

Justin Fitzpatrick

Income Lab

Justin Fitzpatrick, CFA, CFP®

Income Lab

Amy Florian, FT, MA

Corgenius, Inc.

John Froberg, CFP®

IronBridge Wealth Counsel

Mac Gardner, CFP®

FinLit Tech

Laura Garfield, MA

Idea Decanter

Greg Geisler, Ph.D.

Indiana University

Sharon Gottula

Idea Decanter

Cynthia Hanson, CFP®, ChFC®, CDFA®

Ameriprise Financial

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Carson Group

Tiffany T. House, CAP®, CEPA, FCEP

Thompson & Associates

Paula Jones, Attorney

Jones Estate Group, Inc.

Emily Koochel, AFC®, CFT-I™, BFA™

eMoney Advisor

Robert Lane

Advyzon

Laura LaTourette, CFP®

Family Wealth Management Group

Peter Lazaroff, CFA, CFP®

Plancorp

Courtney Lee

Dimensional Fund Advisors

James Lee, CFP®, CRPC®, AIF®

Lee Investment Management

Sheng-Hung Lee, PhD Candidate

MIT AgeLab

Zhikun Liu

Employee Benefit Research Institute

Meghaan Lurtz, PhD, FBS

Kitces/KSU/Columbia

Shauna Mace

SEI

Rex Macey

Red Tortoise, LLC

Dan Moisand, CFP®

Moisand Fitzgerald Tamayo, LLC

Peter Nakada, CFA

Stone Ridge Asset Management

Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™

Association of African American Financial Advisors

Mark Peterson

BlackRock

Stephen Resch

Finance of America Reverse

Laine Schoneberger

Yrefy, LLC

Heather Schreiber, RICP, NSSA

HLS Retirement Consulting, LLC

David Selig, MBA

Advice Dynamics Partners

Darin Shebesta, CFP®, AIF®, CAP®

Jackson/Roskelley Wealth Advisors, Inc.

Andrew Shedlock, J.D.

Kutak Rock LLP

Caleb Silver

Investopedia

Brianne Smith, PhD, CPA/PFS™

Auburn University at Montgomery

Jake Spaccarotelli, CLTC

One Insurance Solution for RIAs

Connor Sung, CFP®

eMoney Advisor

Steven Sweeney

Allianz

Jerry Szatko

UnitiFi

Linda Taylor, CPA, MBA

Timothy Todd, PhD, JD

Liberty University School of Law

Tanya Van Court

Goalsetter

Brian Walsh, PhD, CFP®

SoFi

Catherine Williams

Dimensional Fund Advisors

Cozy Wittman

College Inside Track