Andrew Altfest
Founder & CEO, President, FP Alpha, Altfest Personal Wealth Management
Mitch Anthony
President, Advisor Insights Inc.
Allison Ballou
Elite Advisor Coach, CEG Worldwide
Richard Beckel
Practice Management & Teams, RBC Wealth Management
Michael Bernoff
President and Founder, Human Communications Institute
John Bowen
Founder and Chief Executive Officer, CEG Worldwide
Susan Bradley
Founder, Sudden Money Institute
Lisa Brown
Partner, Brightworth
Joseph Davis
Principal, Global Head of Investment Strategy Group, Global Chief Economist; Vanguard
Jessica Donahue
Senior Managing Director for the Northeast Region, Foundation Source
Ric Edelman
Founder, Digital Assets Council of Financial Professionals
Josh Grossberg
Head of Sales and Business Development, FP Alpha
Susan Kay
Vice President, Director of Business Development, MFS
William Naas
Director of Advisor Sales, TIFIN
Nick Nanton
Emmy Award-Winning Director/Producer
Michael Nathanson
Chair and Chief Executive Officer, The Colony Group
Philip Palaveev
Founder and CEO, The Ensemble Practice, LLC
Wade Pfau
Professor of Retirement Income, RICP® program director, The American College of Financial Services
Antoinette Rodriguez
Senior Marketing and Business Strategy Coach, MarFi Advisors
Samantha Russell
Chief Evangelist, FMG Suite
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Ed Slott
President and Founder, Ed Slott and Company, LLC
Chris Smith
Founder, The Campfire Effect
Susan Theder
Chief Marketing and Experience Officer, FMG Suite
Anat Yoder
Founder, Yoder Wealth Management
