Keynote Speakers

Speakers

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