OUR SPEAKERS

Schyler Adams,

CFP®

Allianz Life

Kristy Archuleta,

Ph.D., LMFT, CFT-I

University of Georgia & Financial Behavior Keynote Group

David Blanchett,

Ph.D., CFA, CFP®

PGIM DC Solutions

Scott Bondurant,

Chartered Alternative Investment Analyst

Bondurant Investment Advisory

Preston Cherry,

Ph.D., AFC®, CFT-I™, CFP®

Concurrent Financial Planning

Michael Clancy,

CFP®, CLU

Drexel University College of Medicine

Kevin Clark,

RF

Plan Confidence Corp

Jessica Colston,

M.S. PCC

Carson Coaching

Roccy DeFrancesco,

JD, CAPP, CMP

The Wealth Preservation Institute

Justin Fitzpatrick,

CFA, CFP®

Income Lab

Ari Galper

Unlock The Game

Emily Gang

Medicare Coach

Eve-Lynn Gisonni,

JD/Attorney

Saxe, Doernberger & Vita, P.C.

Stevyn Guinnip,

M.S., CWC

Grow Wellthy

Cynthia Hanson,

CFP®, ChFC®, CDFA®

Ameriprise Financial

Robert Harvey,

CFA

Dimensional Fund Advisors

Christopher Heye,

Ph.D.

Whealthcare Solutions

Michelle Hirsch,

CAPI

Brunswick Private Client

Tiffany House,

CAP®, CEPA, FCEP

Tax & Estate Strategy

Chris Jones

Sunbelt Business Advisors /True North M&A

Barbara Kay,

M.A., LPC, RCC, CTP, BAC

Barbara Kay Coaching

Thomas Korankye,

Ph.D., CFP®

University of Arizona

Andrew Kulha,

JD, CFP®

Mission Wealth Management

James Lee,

CFP®, CRPC®, AIF®

Lee Investment Management

Craig Lemoine,

Ph.D., CFP®

University of Illinois Champaign - Urbana

Wesley Madara

Chubb Insurance

Matthew Maillet

Capital Group

David Mannaioni,

CFP®, MPAS

College for Financial Planning

Joseph Messinger,

CFP®, ChFC, CLU, CCFC

Capstone Wealth Partners

Steven Meyers,

Ph.D., FBS

Roosevelt University

John Miller,

CFA

First Eagle Investments

Morgan Nations

Texas Tech University

Kristen Nelson

Capital Group

Jae Oh

GH2 BENEFITS

Wade Pfau,

Ph.D., CFA®, RICP

The American College for Financial Services

Matt Reiner,

CFA, CFP®

Capital Investment Advisors

Miranda Reiter,

Ph.D., CFP®

Texas Tech University

Stephen Resch

Finance of America

John Ryan,

CFP®

Ryan Insurance Strategy Consultants Gallagher Affinity | A Gallagher Company

Heather Schreiber,

RICP, NSSA

HLS Retirement Consulting LLC

David Selig,

MBA

Advice Dynamics Partners

James Serrano,

CFP®, MSEEM

Modera Wealth Management, LLC

Christopher Snider,

CEPA

Exit Planning Institute

Jake Spaccarotelli,

CLTC

One Insurance Solution for RIAs

Qi Sun,

Ph.D., CFP®

Pacific Life Insurance Company

Connor Sung,

CFP®

eMoney Advisor

Kevin Szozda

Sunbelt Business Advisors / True North Mergers and Acquisitions

Timothy Todd,

Ph.D., JD

Liberty University School of Law

Gabrielle Welter

Finance of America

Chris Woods,

CFP® CKA® CEPA©

Silvis Financial

Walter Young III,

MBA, RICP®

The Fifth Option