Keynote Speakers

Speakers

Andrew Altfest

Founder & CEO, President – FP Alpha, Altfest Personal Wealth Management

Mitch Anthony

President, Advisor Insights Inc.

Carolyn Armitage

Managing Director, ECHELON Partners

Bill Bachrach

CEO & Creator, AdvisorRoadmap Virtual Training Platform

Allison Ballou

Elite Advisor Coach, CEG Worldwide

Leah Bennett

President, Westwood Wealth Management

Richard Bernstein

Chief Executive Officer/Chief Investment Officer, Richard Bernstein Advisors

Stephanie Bogan

Founder, Limitless Adviser Coaching

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

David Burkus

Bestselling Author

Daniel Burrus

Founder, Burrus Research Inc.

Valerie Chaney

Elite Advisor Coach, CEG Worldwide

Terry Cook

Managing Partner, Parcion Private Wealth

Christopher J. Cordaro

Partner, Chief Investment Officer, Wealth Advisor; RegentAtlantic

Joseph Davis

Principal, Global Head of Investment Strategy Group, Global Chief Economist; Vanguard

Lee Denmark

Elite Advisor Consultant, CEG Worldwide

Bo Eason

Speaker, Performer, Author; The Bo Eason Experience

Heather Robertson Fortner

Partner and Chief Executive Officer, SignatureFD

Sean Gray

Director of Wealth Management Consulting at RBC Wealth Management-U.S.

Hannah Shaw Grove

Executive, Foundation Source

Russell Hill

Chairman and Chief Executive Officer, Halbert Hargrove Global Advisors LLC

Justina Lai

Chief Impact Officer and Shareholder, Wetherby Asset Management

Ross Levin

Chief Executive Officer and Founder, Accredited Investors Wealth Management

Tracey Lovejoy

Co-Founder, Catalyst Constellations

Brian Martin

Managing Director of Operations and Wealth Management, Shareholder; Accredited Investors Wealth Management

Tucker Max

Co-Founder, Scribe Media

Scott McKain

Speaker and Coach, The Distinction Group

Ari Meisel

Bestselling Author

Nick Nanton

Emmy Award-Winning Director/Producer

Michael Nathanson

Chair and Chief Executive Officer of The Colony Group

Ray Padrón

Chief Executive Officer and Wealth Advisor, Brightworth

Pat Quinn

Presentation Coach

Evan Simonoff

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

Steven Sisler

Lead Behavioral Analyst, The Behavioral Resource Group

Chris Smith

Founder, The Campfire Effect

Dan Sullivan

Founder and President, The Strategic Coach Inc.

Joel Weldon

Creator, Joel Weldon’s Ultimate Speaking System

Deb Wetherby

Chief Executive Officer, Wealth Manager and Shareholder; Wetherby Asset Management

Anat Yoder

Founder, Yoder Wealth Management