Keynote Speakers

Speakers

Jesse Abercrombie

Financial Advisor General Partner, Edward Jones

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

Valerie Chaney

Managing Principal of Coaching, CEG Worldwide

Greg Friedman

Chief Strategy Officer, Wealthspire Advisors

Howard Getson

CEO, Capitalogix

Lisa Kirchenbauer

Founder & President, Omega Wealth Management, LLC

Ross Levin

Founder, Accredited Investors Wealth ManagementĀ®

Paul Lofties

Elite Advisor Coach, CEG Worldwide

Matt Nordmann

Partner/Financial Advisor, Morrison Nordmann Wealth Management

Evan Simonoff

Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Chris Smith

Managing Principal of Branding, CEG Worldwide

Nick Sonnenberg

Founder & CEO, Leverage

Marie Swift

President and CEO, Impact Communications

Allison Tirado

Elite Advisor Coach, CEG Worldwide

George Walper

President & CEO, Spectrem Group

Michael Yoder

Principal, Yoder Wealth Management