Kristin Andree
Founder, Business Strategist, The Andree Group
Sabrina Bailey
Global Head of Investment & Wealth Solutions, Data & Analytics Division at LSEG (London Stock Exchange Group)
Kristen Billows
Regional Vice President, Jackson National Life Distributors LLC
Breanna Blaney
Regional Director, Dimensional Fund Advisors
Erin Botsford
Founder, The Advisor Authority
Susan Bradley
Founder, Sudden Money Institute
Donna Brazile
Veteran Democratic Political Strategist, Adjunct Professor, Author, and Syndicated Columnist
Lisa Brown
Partner, CI Brightworth Private Wealth
Hannah Buschbom
Co-Founder, The W Source
Diana Cabrices
Vice President of Enterprise Development, Snappy Kraken
Christine Cappabianca
Vice President, Portfolio Manager, Impax Asset Management
Melissa Carter
Financial Advisor Magazine
Sarah Charles
Director, Regional Leader – Mid-Atlantic, FORVIS Wealth Advisors
Chris Cherry
Chief Engagement Officer, JConnelly, Inc.
Lara Coviello
Vice President, Senior Portfolio Manager, Brinker Capital Investments
Samuel Deane
Founder, Deane Wealth Management
Maddy Dychtwald
Co-Founder of Age Wave
Roberta Eckert
Vice President, Insights and Solutions Field Team, Nationwide
Jean Edelman
Founder, Health & Wellness, The Truth About Your Future
Ric Edelman
Founder, Digital Assets Council of Financial Professionals
Michael Finke, Ph.D
Professor & Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Hilary Fiorella
Executive Director, The American College
Kimberly Foss
President, Empyrion Wealth Management
Pam Friedman
Managing Director and Principal, Robertson Stephens Wealth Management
Teri Grubb
Senior Director, CAPTRUST
Gretchen Halpin
Co-Founder, Beyond AUM
Kate Healy
B2B CMO/NextGen Advocate; Board Chair, Foundation for Financial Planning
Sheryl Hickerson
Founder, CEO, Females and Finance
Cheryl Holland
Founder, Abacus Planning Group
Ashley Ilardo
Regional Director, Vice President, Dimensional Fund Advisors
Martina Jimenez Sperry
Executive Director, Market Director – Wealth, J.P. Morgan Wealth Management
Helen Johnson
Chief Technology Officer, ComplySci
Charlie Jordan
Practice Area Leader of Retiring Well, CI Brightworth Private Wealth
Katty Kay
Lead Anchor, BBC World News America; Bestselling Author
Kelly Keith
National Branch Atlantic Regional Leader, JP Morgan Personal Advisors
Erin Kirkwood
Enterprise Account Executive, Riskalyze
Kahne Krause
Head of Client Communities and Vice President, Dimensional
Kaya Ladejobi
Founder, Earn Into Wealth
John Langston
Founder, Managing Partner, Republic Capital Group
Deanna LaRue
President, Financial Advisor, TimeWise Financial, LLC
Tracey Longo
Washington Editor, Financial Advisor Magazine
Kay Lynn Mayhue
President, Merit Financial Advisors
Amy Merrill
Managing Director, Partner, Creative Planning
Stacy J. Miller
Partner | Vice President | Wealth Advisor with Bright Investments, LLC
Haleh Moddasser
Senior Wealth Advisor and Partner, Stearns Financial Group
Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking, Raymond James
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Shannon O’Neill
Director of Direct & Intermediary Sales, Cadre
Mitali Prasad
Portfolio Manager & Research Analyst, Trillium
Rachel Rauch
Enterprise Business Consultant, AssetMark
William Reichenstein, Ph.D
Head of Research, Social Security Solutions, Inc; Head of Research, Income Solver, Inc.
Carol Lee Roberts
President, Institute for Divorce Financial Analysts
Antoinette Rodriguez
Social Media Editor, Financial Advisor Magazine
Catherine Seeber
Vice President and Financial Advisor, CAPTRUST
Bonnie Sewell
Managing Director, Senior Wealth Advisor, Dakota Wealth Management
Niharika Shah
TIFIN Wealth
Leila Shaver
Founder, Managing Partner, My RIA Lawyer
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Liz Ann Sonders
Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.
Gina Sorrells
Managing Director, J.P. Morgan Wealth Management
Laurie Stack
VP of Business Development, Avantax
Carin Stimolo
VP Client Experience, Fidelity ESG Pro
Emi Umezawa
Senior Wealth Advisor, Mercer Advisors
Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting
Dr. Katy Votava
Founder and President, GOODCARE.com
Lizzie Warner
Vice President, Business Development and Transition, Cambridge Investment Research, Inc.
Blake Wood
CEO, Lumiant US
