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A
Abughazaleh, Aladin

ATA RiskStation, LLC
How Advisors Can More Effectively Engage with Clients about Risk at the Tail End of a Very Old Bull Market

Location: 200 DEFG
Aladin Abughazaleh
Favorite
Adi, Charles
Building an Inclusive Culture for Growing Businesses
Location: 101 DEFG
Charles Adi
Favorite
Aikin, Blaine

fi360, Inc.
How Do You Comply? The CFP Code and Standards

Location: 101 DEFG
Blaine Aikin
Favorite
Altman, Gary

altman & Associates
Estate Planning for Short Life Expectancys

Location: 200 DEFG
Gary Altman
Favorite
Anderson, John

SEI
Advisory Firms in 2030: The Innovation Imperative
Location: 101 HIJ
John Anderson
Favorite
Asebedo, Sarah

Texas Tech University
Academic Research Presentations (JFP/AFS), Part 2

Location: 205 AB
Sarah Asebedo
Favorite
B
Belfiore, Josh

eMoney
Planning Tools Innovation
Location: Exhibit Hall B, FinTech Booth
Josh Belfiore
Favorite
Betz, Michael

Black Diamond Wealth
Age of the Bionic Advisor
Location: Exhibit Hall B, FinTech Booth
Michael Betz
Favorite
Blanchett, David

Morningstar Investment Management
2019 Montgomery-Warschauer Award-Winning Research: The Impact of Retirement Age Uncertainty on Retirement Outcomes

Location: 200 DEFG
David Blanchett
Favorite
World's Best Research For Financial Planners Panel
Location: 101 DEFG
David Blanchett
Favorite
Blandin, Don

Investor Protection Trust
When I'm 65: Educating and Engaging Communities about Retirement Realities

Location: 200 ABIJ
Don Blandin
Favorite
Bogan, Stephanie

Educe, Inc. and Limitless Adviser Coaching Program
Crisis of Confidence: how to overcome the mindsets and methods keeping you from delivering massive value, building a $1m+ practice and taking 100+ days off a year
Location: 200 ABIJ
Stephanie Bogan
Favorite
Brahim, Paul
How Do You Comply? The CFP Code and Standards

Location: 101 DEFG
Paul Brahim
Favorite
Brayman, Shawn

PlanPlus Global Inc.
Deep Dive into World's Best Research for Financial Planners
Location: 200 ABIJ
Shawn Brayman
Favorite
World's Best Research For Financial Planners Panel
Location: 101 DEFG
Shawn Brayman
Favorite
Brewer, James

Envision Wealth Planning Inc.
Serving the Morphed Culture and the AUM-Light

Location: 101 DEFG
James Brewer
Favorite
Brewer, Travis

TD Ameritrade Institutional
Elevating the Client Experience
Location: 200 DEFG
Travis Brewer
Favorite
Brown, Caleb

New Planner Recruiting, LLC
Getting Hired and Succeeding in the Financial Planning Profession
Location: 200 DEFG
Caleb Brown
Favorite
Bueermann, Brad

FP Transitions
Eat or Be Eaten: The Future of Financial Advisory
Location: 200 ABIJ
Brad Bueermann
Favorite
Byrnes, Michael
Getting Real About Marketing and PR as a Financial Planner
Location: 101 DEFG
Michael Byrnes
Favorite
C
Candura, Daniel

Candura Group, LLC
CFP Ethics: New Standards for a Fiduciary World

Location: 101 DEFG
Daniel Candura
Favorite
CFP Ethics: New Standards for a Fiduciary World

Location: 101 DEFG
Daniel Candura
Favorite
Chavira, João

Ycharts
The State of the Model Portfolios Landscape
Location: Exhibit Hall B, FinTech Booth
João Chavira
Favorite
Cheng, Yuanshan

Winthrop University
Academic Research Presentations (JFP/AFS), Part 1

Location: 205 AB
Yuanshan Cheng
Favorite
Chiang, Emily

EMC Succession Planning, LLC
Succession Planning: A Step-by-Step Succession Planning Process and Procedure

Location: 101 HIJ
Emily Chiang
Favorite
Clark, Kevin
Ask Anything!
Location: 102 F
Kevin Clark
Favorite
Cloke, Curtis

Thrive Income Distribution System, LLC.
An Asset Relocation Story for Funding Retirement Longevity

Location: 101 ABC
Curtis Cloke
Favorite
Coben, Michael

Lighthouse Life Solutions, LLC
Life Settlements: Now, More than Ever, A Tool for Financial Professionals

Location: M100 DEFG
Michael Coben
Favorite
Coday, Hunter
11:45 AM - Texas Tech University

Location: 102 DE
Hunter Coday
Favorite
Cohen, Daniel

Agudath Sholom
What Will They Say About You When You Are Gone?
Location: Main Auditorium
Daniel Cohen
Favorite
Craigie, Carol

Fiscal Fitness Clubs
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it.

Location: 101 DEFG
Carol Craigie
Favorite
Cull, Michelle
Deep Dive into World's Best Research for Financial Planners
Location: 200 ABIJ
Michelle Cull
Favorite
World's Best Research For Financial Planners Panel
Location: 101 DEFG
Michelle Cull
Favorite
D
Dale, Sarah

Performance Insights
Are You Setting the Stage for Team Member Ghosting?
Location: 101 HIJ
Sarah Dale
Favorite
Das, Nandita

Das Financial Health
Serving the Morphed Culture and the AUM-Light

Location: 101 DEFG
Nandita Das
Favorite
de Man, Stephen

Dimensional Fund Advisors
Understanding Your Clients: Investor Benchmarking Survey
Location: 101 DEFG
Stephen de Man
Favorite
Dean, Luke

Utah Valley University
12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Luke Dean
Favorite
Dela Cerna, Manny
11:00 AM - The University of Akron

Location: 102 DE
Manny Dela Cerna
Favorite
Droms, William

Georgetown University
Evaluating the Costs and Benefits of ESG Investing

Location: 101 DEFG
William Droms
Favorite
E
Edstrom, Brian

Avisen Legal, P.A.
Tips for Addressing Commonly Overlooked Gaps in Your Compliance Policies and Procedures
Location: 101 HIJ
Brian Edstrom
Favorite
Elasser, Joe

Covisum
Max the Bracket
Location: Exhibit Hall B, FinTech Booth
Joe Elasser
Favorite
Engdahl, Michael
12:25 PM - Edinboro University

Location: 102 DE
Michael Engdahl
Favorite
Entwisle, Jim

Vanguard
How an Adviser Can Add Value Through Behavioral Coaching

Location: M100 DEFG
Jim Entwisle
Favorite
Evje, Bryon

Life Arc/Financial Architects & Consulting
AI-Powered Video Generation Automated, Scalable
Location: Exhibit Hall B, FinTech Booth
Bryon Evje
Favorite
Eyrich, Chad

Ash Brokerage
Long Term Health Care: What's Next

Location: 101 HIJ
Chad Eyrich
Favorite
F
Fahlstrom, Ed

AdvisoryWorld Sales & Consulting
Wow Clients and Uncover New Opportunities with the AdvisoryWorld Proposal Generator
Location: Exhibit Hall B, FinTech Booth
Ed Fahlstrom
Favorite
Finke, Michael

The American College of Financial Services
Academic Research Presentations (JFP/AFS), Part 2

Location: 205 AB
Michael Finke
Favorite
Franco-Cicero, Catalina

Tobias Financial Advisors
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it.

Location: 101 DEFG
Catalina Franco-Cicero
Favorite
Frawley, Jon
12:25 PM - Edinboro University

Location: 102 DE
Jon Frawley
Favorite
G
Gardner, Randy

Goals Gap Planning, LLC
A Comprehensive Approach to Year-End Tax Planning

Location: 101 HIJ
Randy Gardner
Favorite
Geels, DeAndre
11:45 AM - Texas Tech University

Location: 102 DE
DeAndre Geels
Favorite
Geisler, Greg

Indiana University-Bloomington
Academic Research Presentations (JFP/AFS), Part 3

Location: 205 AB
Greg Geisler
Favorite
Giampolo, Angela
Cross-Border and Cross-State LGBTQ Estate Planning
Location: 200 ABIJ
Angela Giampolo
Favorite
Gibson, Philip

Winthrop University
Academic Research Presentations (JFP/AFS), Part 2

Location: 205 AB
Philip Gibson
Favorite
Gimple, Douglas

Diamond Hill Capital Management
Changes to the Bloomberg Barclays U.S. Aggregate Index

Location: M100 DEFG
Douglas Gimple
Favorite
Glennie, Melissa

Capital Management Associates, Inc./ Capital Management Securities, Inc.
Tips for Addressing Commonly Overlooked Gaps in Your Compliance Policies and Procedures
Location: 101 HIJ
Melissa Glennie
Favorite
Goin, Greg

Allianz Life
Are You Helping Your Clients Efficiently Plan For Longevity?

Location: M100 DEFG
Greg Goin
Favorite
Goodenow, Derrick
12:25 PM - Edinboro University

Location: 102 DE
Derrick Goodenow
Favorite
Guillemette, Michael

Texas Tech University
11:45 AM - Texas Tech University

Location: 102 DE
Michael Guillemette
Favorite
H
Hahn, Emma
4:30 PM – Kansas State University

Location: 102 DE
Emma Hahn
Favorite
Harness, Nathan

Texas A&M University
12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Nathan Harness
Favorite
3:50 PM – Texas A&M University

Location: 102 DE
Nathan Harness
Favorite
Hastings, Tyler
3:50 PM – Texas A&M University

Location: 102 DE
Tyler Hastings
Favorite
Head, Andrew

Western Kentucky University
3:10 PM – Western Kentucky University

Location: 102 DE
Andrew Head
Favorite
Healy, Kate

TD Ameritrade Institutional
Seeing is Believing: Why Independent Advisers Need to Raise Their Profile to Connect with Generation Next
Location: 101 HIJ
Kate Healy
Favorite
Hightchew, Katie
3:10 PM – Western Kentucky University

Location: 102 DE
Katie Hightchew
Favorite
Holt, Adam

Asset-Map
The Client Meeting of the Future
Location: Exhibit Hall B, FinTech Booth
Adam Holt
Favorite
Huebscher, Robert

Advisor Perspectives, Inc.
Evaluating the Costs and Benefits of ESG Investing

Location: 101 DEFG
Robert Huebscher
Favorite
J
Jacobsen, McKenna
1:50 PM - Utah Valley University

Location: 102 DE
McKenna Jacobsen
Favorite
Johnston, Philip
2:30 PM – University of Illinois Urbana-Champaign

Location: 102 DE
Philip Johnston
Favorite
John, Susan
CFP Board Update
Location: 200 ABIJ
Susan John
Favorite
Jorgeson, Kevin
What Are You Capable Of?
Location: Main Auditorium
Kevin Jorgeson
Favorite
K
Kahler, Rick

Kahler Financial Group
Difficult Conversations Around Enabling

Location: 101 DEFG
Rick Kahler
Favorite
Kay, Barbara
Resume Writing Workshop
Location: 102 F
Barbara Kay
Favorite
Keller, Kevin

CFP Board
CFP Board Update
Location: 200 ABIJ
Kevin Keller
Favorite
Kelly, David
2020 Vision: The Economic and Investment Outlook

Location: Main Auditorium
David Kelly
Favorite
Kelton, Stephanie

Stony Brook University
2020 Vision: The Economic and Investment Outlook

Location: Main Auditorium
Stephanie Kelton
Favorite
Kerins, Michael

RobustWealth
Maximizing Your Unique Value Proposition to Drive Growth
Location: 200 ABIJ
Michael Kerins
Favorite
Kolhatkar, Sheelah
Artificial Intelligence and the Future of Work
Location: Main Auditorium
Sheelah Kolhatkar
Favorite
Kornegay, Adam

Pathfinder
Developing Your Personal Marketing Plan
Location: 101 HIJ
Adam Kornegay
Favorite
Getting Real About Marketing and PR as a Financial Planner
Location: 101 DEFG
Adam Kornegay
Favorite
L
Lamas, Samantha

Morningstar
Academic Research Presentations (JFP/AFS), Part 1

Location: 205 AB
Samantha Lamas
Favorite
Latham, Daniel

Envestnet MoneyGuide
Leveraging AI in the Planning Process
Location: 101 ABC
Daniel Latham
Favorite
Lau, David

DPL Financial Partners
The 4 Reasons RIAs are Leveraging Commission-Free Insurance

Location: 101 ABC
David Lau
Favorite
Laura, Robert

Wealth & Wellness Group
The New Era Of Wellth Management

Location: 200 ABIJ
Robert Laura
Favorite
Lee, Stephanie

East Rock Financial Services, LLC
Cultural Intelligence: Understanding Different Values & Behaviors in Financial Planning

Location: 101 HIJ
Stephanie Lee
Favorite
Leet, Garrett
3:10 PM – Western Kentucky University

Location: 102 DE
Garrett Leet
Favorite
Lemoine, Craig

University of Illinois Champaign - Urbana
12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Craig Lemoine
Favorite
Leung, Michael

Morningstar, Inc.
Academic Research Presentations (JFP/AFS), Part 3

Location: 205 AB
Michael Leung
Favorite
Li, Jocelyn
2:30 PM – University of Illinois Urbana-Champaign

Location: 102 DE
Jocelyn Li
Favorite
Fedusenko, Kalli
Getting Real About Marketing and PR as a Financial Planner
Location: 101 DEFG
Kalli Fedusenko
Favorite
Loveland, Keith

Loveland Consulting
Tips for Addressing Commonly Overlooked Gaps in Your Compliance Policies and Procedures
Location: 101 HIJ
Keith Loveland
Favorite
Loving, Ajamu

University of North Texas at Dallas
2020 Vision: The Economic and Investment Outlook

Location: Main Auditorium
Ajamu Loving
Favorite
Lynn Dunn, Jean

T. Rowe Price
The Family Dynamics of InterGenerational Wealth Transfer

Location: 101 ABC
Jean Lynn Dunn
Favorite
Lyttle, Matt

Federal Emergency Management Agency
Preparing Clients for the True Cost of Disasters

Location: 101 HIJ
Matt Lyttle
Favorite
M
MacDonald, Douglas
1:50 PM - Utah Valley University

Location: 102 DE
Douglas MacDonald
Favorite
Martens, Roxanne
4:30 PM – Kansas State University

Location: 102 DE
Roxanne Martens
Favorite
Martin, Dan
Getting Real About Marketing and PR as a Financial Planner
Location: 101 DEFG
Dan Martin
Favorite
Mauterstock, Robert

Plan4life, LLC
Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning

Location: 200 ABIJ
Robert Mauterstock
Favorite
McMillan, Brad

Commonwealth Financial Network
Economic and Market Update

Location: 101 DEFG
Brad McMillan
Favorite
McVey, Conner
11:00 AM - The University of Akron

Location: 102 DE
Conner McVey
Favorite
Meek, Thomas
4:30 PM – Kansas State University

Location: 102 DE
Thomas Meek
Favorite
Messinger, Joseph

Capstone College Partners
Ending the Student Loan Crisis One Family at a Time

Location: 200 ABIJ
Joseph Messinger
Favorite
Milligan, Robert

Healthcare Trust of America, Inc
Public Markets, Real Estate & the Healthcare Sector

Location: M100 DEFG
Robert Milligan
Favorite
Mohrman-Gillis, Marilyn

CFP Board Center for Financial Planning
Career Paths in Financial Planning
Location: 200 DEFG
Marilyn Mohrman-Gillis
Favorite
Moore, Hannah

Guiding Wealth Management
12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Hannah Moore
Favorite
Morisak, Karli
11:00 AM - The University of Akron

Location: 102 DE
Karli Morisak
Favorite
Mullholland, Barry
11:00 AM - The University of Akron

Location: 102 DE
Barry Mullholland
Favorite
Murphy, Ashley

Arete Wealth Strategists Australia
Financial Advice is Professionalizing in Australia - How Advisors are Adapting & What Might it Signal for the U.S.?

Location: 101 ABC
Ashley Murphy
Favorite
O
O'Connor, Sheryl

WealthConductor LLC
Retirement Income: Capturing, Succeeding & Winning
Location: Exhibit Hall B, FinTech Booth
Sheryl O'Connor
Favorite
Ohlund, Sheila

Attavita Risk
Inspiring Client Trust: Insights from the Latest Research on Risk Assessment

Location: M100 DEFG
Sheila Ohlund
Favorite
P
Page, Alan
Mentoring and Role Models: A View From the Bench
Location: Main Auditorium
Alan Page
Favorite
Parry, Travis

Make Time Institute
Bridging the Relational-Finance Gap: How to be more productive and profitable when serving married clients with relationship challenges

Location: 101 ABC
Travis Parry
Favorite
Peck, Colton
1:50 PM - Utah Valley University

Location: 102 DE
Colton Peck
Favorite
Peterson, Marit

Minnesota Elder Justice Center
Fighting Financial Exploitation: What Planners Can Do When the Perpetrator is a Client's Family Member

Location: 200 DEFG
Marit Peterson
Favorite
Pfau, Wade

The American College for Financial Services
Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan

Location: 101 HIJ
Wade Pfau
Favorite
Understanding How Different Types of Annuities Work

Location: 200 DEFG
Wade Pfau
Favorite
Prendergast, Mark

Inspired Financial
Trust Jam Session -- Enumeration & Appreciation

Location: 101 HIJ
Mark Prendergast
Favorite
Prewitt, Kristen
Building an Inclusive Culture for Growing Businesses
Location: 101 DEFG
Kristen Prewitt
Favorite
Purdon, Emily
Ask Anything!
Location: 102 F
Emily Purdon
Favorite
R
Reichenstein, William

Social Security Solutions, Inc. and Reitree, Inc.
Optimizing Social Security Benefits is Still Complicated

Location: 101 ABC
William Reichenstein
Favorite
Tax-Efficient Withdrawal Strategies for Five Common Household Groups

Location: 101 ABC
William Reichenstein
Favorite
Reiser, Austin
3:10 PM – Western Kentucky University

Location: 102 DE
Austin Reiser
Favorite
Resch, Steve

Finance of America Reverse
Reverse Mortgage in a Comprehensive Financial Plan

Location: M100 DEFG
Steve Resch
Favorite
Roach, Justin
11:45 AM - Texas Tech University

Location: 102 DE
Justin Roach
Favorite
Romera, Juan

Abe AI
Leveraging AI in the Planning Process
Location: 101 ABC
Juan Romera
Favorite
Rowlan, Charles

Advyzon
Technology an Advisory Firm Needs
Location: Exhibit Hall B, FinTech Booth
Charles Rowlan
Favorite
Russell, Dusty

Redtail
Leverage Technology to Deliver a Truly Unique Client Experience
Location: Exhibit Hall B, FinTech Booth
Dusty Russell
Favorite
Ryan, John

Ryan Insurance Strategy Consultants
Reliable Ways to Evaluate In-force and Proposed Life Insurance Policies

Location: 200 ABIJ
John Ryan
Favorite
Rydzewski, Leo

CFP Board
How Do You Comply? The CFP Code and Standards

Location: 101 DEFG
Leo Rydzewski
Favorite
S
Salter, John

Texas Tech University, Evensky & Katz/Foldes Financial Wealth Management
Hiring Your Firm’s NexGen Talent: Spotlight on University Financial Planning Degree Programs
Location: 101 ABC
John Salter
Favorite
Salvagno, Davin

PurposePoint
Foundations For Connecting - Breaking Through The Noise On Social Media and Beyond
Location: M100 DEFG
Davin Salvagno
Favorite
Sauer, Cameron
3:50 PM – Texas A&M University

Location: 102 DE
Cameron Sauer
Favorite
Schaefer, Eric
2:30 PM – University of Illinois Urbana-Champaign

Location: 102 DE
Eric Schaefer
Favorite
Scott, Andrew

Saint Mary's University of Minnesota
Academic Research Presentations (JFP/AFS), Part 1

Location: 205 AB
Andrew Scott
Favorite
Seay, Martin

Kansas State University
12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Martin Seay
Favorite
Sheets, Krista

Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com
Are You Setting the Stage for Team Member Ghosting?
Location: 101 HIJ
Krista Sheets
Favorite
Shtyrkov, Marina
Building an Inclusive Culture for Growing Businesses
Location: 101 DEFG
Marina Shtyrkov
Favorite
Singleton, Mathew
3:50 PM – Texas A&M University

Location: 102 DE
Mathew Singleton
Favorite
Slater, Scott

Fidelity Clearing & Custody
What Does Independence Really Mean: Defining your Strategy in a Changing Market
Location: 200 DEFG
Scott Slater
Favorite
Smith, Hyrum

Utah Valley University
1:50 PM - Utah Valley University

Location: 102 DE
Hyrum Smith
Favorite
Smith, L. Douglas
Deep Dive into World's Best Research for Financial Planners
Location: 200 ABIJ
L. Douglas Smith
Favorite
World's Best Research For Financial Planners Panel
Location: 101 DEFG
L. Douglas Smith
Favorite
Stemmle, Joseph
Ask Anything!
Location: 102 F
Joseph Stemmle
Favorite
Stich, Anthony

NaviPlan by Advicent
A Decade of Disruption: Looking Backward and Forward at the Modern FinTech Landscape
Location: M100 DEFG
Anthony Stich
Favorite
Sunday, Daniel
2:30 PM – University of Illinois Urbana-Champaign

Location: 102 DE
Daniel Sunday
Favorite
Swansig, Steve

RIA In A Box
RIA Cybersecurity Best Practices
Location: Exhibit Hall B, FinTech Booth
Steve Swansig
Favorite
T
Tharp, Derek

University of Southern Maine
Academic Research Presentations (JFP/AFS), Part 3

Location: 205 AB
Derek Tharp
Favorite
Tibergien, Mark

Pershing Advisor Solutions
Career Paths in Financial Planning
Location: 200 DEFG
Mark Tibergien
Favorite
Turner, Trudy

United Capital Financial Advisors
Financial Planning for Forever Families

Location: M100 DEFG
Trudy Turner
Favorite
V
Vasileff, Lili

Wealth Protection Management
The Platinum Retirement Challenge: Late Life Divorce

Location: 200 DEFG
Lili Vasileff
Favorite
Veliz, Gabriel
12:25 PM - Edinboro University

Location: 102 DE
Gabriel Veliz
Favorite
W
Watson, Gib

Swan Global Investments
The 60/40 Portfolio is Dead: How MPT Fails Investors In or Near Retirement

Location: 101 ABC
Gib Watson
Favorite
Wayne, Carl

American Heart Association
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it.

Location: 101 DEFG
Carl Wayne
Favorite
Wendel, Stephen

Morningstar, Inc.
Why People Don't Invest: An Adviser's Role in Broadening and Deepening the Pool of Investors

Location: 200 DEFG
Stephen Wendel
Favorite
Wittman, Cozette

College Inside Track
Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!

Location: 101 ABC
Cozette Wittman
Favorite
Woodbury, Greg

FMG Suite
Embrace the Changing Demographics of Your Client Base and Market Like a Champion!
Location: Exhibit Hall B, FinTech Booth
Greg Woodbury
Favorite
Z
Ziegler, Morgan
4:30 PM – Kansas State University

Location: 102 DE
Morgan Ziegler
Favorite