Speaker List

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Names Organization City State

Anderson, John D.
Managing Director - Head of Practice Management
SEI
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Baas, Bryan T.
Managing Director of Institutional & Clearing Risk Management
TD Ameritrade Institutional
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Belber, Timothy J.
Principal
The Alchemia Group
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Boudreaux, H. Jude
Partner/Sr. Financial Planner
The Planning Center
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Bradley, Susan
Founder/CEO
Sudden Money Institute
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Bridges, Kimberly
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Brody, Stephen
Senior Financial Planner
Greenville Financial Advisors
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Campbell, Autumn K.
Financial Planner
The Planning Center
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Chang, Candy
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Clear, James
Author
JamesClear.com
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Cunningham, William M.
Founder
Creative Investment Research
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Davis, Saundra
Executive Director
Sage Financial Solutions, INC.
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Del Prince, Mike
Territory Manager
Nationwide Advisory Solutions
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Desjardins, Jeff
Editor-in-Chief
Visual Capitalist
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Dinakar, Karthik
AI Researcher/CTO
MIT / Pienso
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Dockstader, Janet E.
Partner
Dockstader Orliczky
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Donohue, Ryan
National Speaker
Vanguard
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Dorsainvil, Rianka R.
Founder & President
Your Greatest Contribution
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Dreizler, Sonya B.
Consultant to Financial Services Firms
Solutions With Sonya
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Durfee, Melodie
President & COO
Legacy Global Foundation, Inc.
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Durfee, Rick
Senior Counsel
Durfee Law Group, PLLC
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Edelman, Brian
Cybersecurity Expert, CEO
FCI
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Fain, Paul K.
President
Asset Planning Corporation
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Fava, Danielle
Director, Product Strategy and Development
TD Ameritrade Institutional
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Futterman, Michael
Head of Knowledge LabsTM Professional Development
Janus Henderson
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Gardner, Randy
Founder
Goals Gap Planning, LLC
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Gaswirth, Diane L.
Sales Director
UnitedHealthcare Medicare Solutions
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Grau, David
President & Founder
FP Transitions
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Hanson, Scott
CO-CEO
Allworth Financial
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Ismail, Kirsten L.
Vice President - Wealth Management
UBS Financial Services
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Jetton, Elizabeth Warren.
Igniter
Elizabeth Jetton Consulting and Facilitation
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Kahler, Rick
Founder
Kahler Financial Group
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Kaiser, Curtis
Attorney
Kaiser Law Group
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Kantrowitz, Mark
Publisher and VP of Research
Savingforcollege.com LLC
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Kirchenbauer, Lisa A.
President
Omega Wealth Management, LLC
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Klontz, Bradley T.
Associate Professor of Practice
Creighton University
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Klontz, Paul (Ted) T.
Associate Professor of Practice
Creighton University
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Kruger, Annalee
President
Care Right Inc.
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Kurtz, Martin F.
CEO
The Planning Center
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Lau, David
Founder & CEO
DPL Financial Partners
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Lee, Barbara Coombs
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Littlechild, Julie
Founder, Absolute Engagement
Absolute Engagement
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Ma, Roger
Founder and Financial Planner
lifelaidout
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Martin, Terrance K.
Assistant Professor of Financial Planning
Utah Valley University
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Maton, Cicily
Senior Financial Planner
The Planning Center
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Mayer, Christopher
CEO
Longbridge Financial
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Messinger, Joseph
Founder
Capstone College Partners
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Mireles, Lauren
Organization and Methods Manager
Yeske Buie
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Mohrman-Gillis, Marilyn
Executive Director
CFP Board Center for Financial Planning
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Moore, Hannah
Owner
Guiding Wealth Management
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Newton, Christian
Vice President
Dimensional Fund Advisors
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JO
O'Connell, John
Chief Revenue Officer
RobustWealth
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Pfau, Wade
Professor of Retirement Income
The American College
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Prendergast, Mark L.
Director of Tax Strategies
Inspired Financial
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Pullen, Courtney
President
The Pullen Consulting Group
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Roller, Richard M.
Attorney
Pearson Bollman Law
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Roth Platt, Linda
Chief Development Officer
Compassion & Choices
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Rydzewski, Leo
General Counsel
CFP Board
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Sillman, CJ
Territory Manager
Nationwide Advisory Solutions
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Silver, Caleb
Editor-in-Chief
Investopedia
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Sivertsen, Andrew
Partner/Sr. Financial Planner
The Planning Center
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Sivertsen, Matt
Vice President/Financial Planner
The Planning Center
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Stansell, Lauren
Partner & Financial Planner
Yeske Buie
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Stebbins, Richard
INSTRUCTOR
UNIVERSITY OF ALABAMA
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Szymanski, Jaimy
Industry Analyst and Founding Partner
Kaleido Insights
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Wagner, Jacob B.
Principal
Digital Marketing 4FP, LLC
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Weiss, Brent
Head of Planning
Facet Wealth
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Wilkinson, Tim
Sr. Business Consultant
Oppenheimerfunds
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Yankee, Jon P.
Partner & CEO
FJY Financial
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Zimmerman, Susan K.
Founding Partner
Mindful Asset Planning
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