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OUR SPEAKERS

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

2024 KEYNOTE SPEAKERS

Be inspired by the visionaries of today.

  • Jeff Bush

    Jeff Bush

2023 SPEAKERS

Take a look at our past speakers and continue to check in the future as we solidify our roster of incredible speakers.

  • Amie Agamata

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

    LPL Financial

  • Peter Alden

    Peter Alden, MS, LUTCF

    EOS

  • Gary Altman Headshot

    Gary Altman, CFP®, JD, LLM (Tax)

    Altman & Associates

  • Erinn Andrews

    Erinn Andrews

    GiveTeam

  • Denise Appleby

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

    Appleby Retirement Consulting Inc.

  • Kristy Archuleta

    Kristy Archuleta, PhD, LMFT, CFT-I

    University of Georgia & Financial Behavior Keynote Group

  • Thomas Aviles

    Thomas Aviles

    Morningstar

  • Marjorie Barrie

    Marjorie Barrie, LTCP

    FPA of Suncoast / ACSIA Partners

  • Christopher Bentley

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

    Wings for Widows

  • David Blanchett

    David Blanchett, PhD, CFA, CFP®

    PGIM

  • Chadwick Blythe

    Chadwick Blythe

    PlantechHub

  • Brooklyn Brock

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

    Ellevate Advisors

  • Kellan Brown

    Kellan Brown

    Income Lab

  • Elissa Buie

    Elissa Buie, CFP®

    Yeske Buie

  • Sarah Cain

    Sarah Cain, ACC, CBC

    Carson Group

  • Autumn K Campbell Headshot

    Autumn Knutson (Campbell), CFP®

    Styled Wealth

  • Jacqueline Campbell

    Jacqueline Campbell

    Alexander Legacy Private Wealth Management

  • Jeffrey Clark

    Jeffrey Clark, LUTCF, ACS, FLMI, CFS

    Jackson

  • Joseph Coughlin

    Joseph Coughlin, PhD

    MIT AgeLab

  • Jon Dauphine

    Jon Dauphiné

    Foundation for Financial Planning

  • Lisa	Dickholtz

    Lisa Dickholtz, CFP®

    Dickholtz Health & Wealth

  • Dore-Kate

    Kate Dore, CFP®

    CNBC

  • Sonya Dreizler

    Sonya Dreizler

    Choir

  • Kalli	Fedusenko

    Kalli Fedusenko

    Kalli Collective

  • Gretchen Figge

    Gretchen Figge

    COREnology

  • Justin Fitzpatrick

    Income Lab

  • Justin Fitzpatrick

    Justin Fitzpatrick, CFA, CFP®

    Income Lab

  • Amy Florian

    Amy Florian, FT, MA

    Corgenius, Inc.

  • John Froberg

    John Froberg, CFP®

    IronBridge Wealth Counsel

  • MacHeadshots-15

    Mac Gardner, CFP®

    FinLit Tech

  • Laura Garfield

    Laura Garfield, MA

    Idea Decanter

  • Greg Geisler

    Greg Geisler, Ph.D.

    Indiana University

  • Sharon Gottula

    Sharon Gottula

    Idea Decanter

  • Hanson-Cynthia

    Cynthia Hanson, CFP®, ChFC®, CDFA®

    Ameriprise Financial

  • Jamie Hopkins

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

    Carson Group

  • Tiffany House Headshot

    Tiffany T. House, CAP®, CEPA, FCEP

    Thompson & Associates

  • Paula Jones

    Paula Jones, Attorney

    Jones Estate Group, Inc.

  • Emily Koochel Headshot

    Emily Koochel, AFC®, CFT-I™, BFA™

    eMoney Advisor

  • Robert Lane Headshot

    Robert Lane

    Advyzon

  • Laura LaTourette Headshot

    Laura LaTourette, CFP®

    Family Wealth Management Group

  • Peter Lazaroff

    Peter Lazaroff, CFA, CFP®

    Plancorp

  • Courtney	Lee

    Courtney Lee

    Dimensional Fund Advisors

  • James Lee

    James Lee, CFP®, CRPC®, AIF®

    Lee Investment Management

  • Sheng-Hung Lee

    Sheng-Hung Lee, PhD Candidate

    MIT AgeLab

  • Zhikun Liu

    Zhikun Liu

    Employee Benefit Research Institute

  • Meghaan Lurtz

    Meghaan Lurtz, PhD, FBS

    Kitces/KSU/Columbia

  • Shauna Mace

    Shauna Mace

    SEI

  • Rex Macey

    Rex Macey

    Red Tortoise, LLC

  • Dan	Moisand

    Dan Moisand, CFP®

    Moisand Fitzgerald Tamayo, LLC

  • Peter Nakada

    Peter Nakada, CFA

    Stone Ridge Asset Management

  • Christian	Nwasike

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

    Association of African American Financial Advisors

  • Mark Peterson

    BlackRock

  • Stephen Resch Headshot

    Stephen Resch

    Finance of America Reverse

  • Laine Schoneberger

    Laine Schoneberger

    Yrefy, LLC

  • Heather Schreiber

    Heather Schreiber, RICP, NSSA

    HLS Retirement Consulting, LLC

  • ADP Headshots Final-110_3

    David Selig, MBA

    Advice Dynamics Partners

  • Darin Shebesta

    Darin Shebesta, CFP®, AIF®, CAP®

    Jackson/Roskelley Wealth Advisors, Inc.

  • Andrew Shedlock

    Andrew Shedlock, J.D.

    Kutak Rock LLP

  • Caleb Silver

    Caleb Silver

    Investopedia

  • Smith-Brianne

    Brianne Smith, PhD, CPA/PFS™

    Auburn University at Montgomery

  • Jake Spaccarotelli

    Jake Spaccarotelli, CLTC

    One Insurance Solution for RIAs

  • Connor Sung

    Connor Sung, CFP®

    eMoney Advisor

  • Sweeney-Steve

    Steven Sweeney

    Allianz

  • Jerry Szatko

    Jerry Szatko

    UnitiFi

  • Linda Taylor, CPA, MBA

  • Timothy Todd

    Timothy Todd, PhD, JD

    Liberty University School of Law

  • Tanya Van Court

    Tanya Van Court

    Goalsetter

  • Brian Walsh

    Brian Walsh, PhD, CFP®

    SoFi

  • Catherine Williams

    Dimensional Fund Advisors

  • Cozy Wittman Headshot

    Cozy Wittman

    College Inside Track