Andrew Altfest
President, Altfest Personal Wealth Management
Mitch Anthony
President, Advisor Insights Inc.
Carolyn Armitage
Managing Director, ECHELON Partners
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
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
Ray Padrón
Chief Executive Officer and Wealth Advisor, Brightworth
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
