Anne Ackerley
Managing Director, Head of BlackRock’s Retirement Group
Mitch Anthony
Co-Founder, ROL Advisor
David Blanchett, PhD
Managing Director, Head of Retirement Research, DC Solutions at QMA
Clark Brown
Subject Matter Expert in Behavioral Finance, Coaching, and Practicing Advisor, Cannon Financial Institute
Phil Buchanan
Executive Chairman, Cannon Financial Institute
Gary Carrai
Executive Vice President, LPL Financial
Mark Casady
Founder & General Partner, Vestigo Ventures
Joe Coughlin
Director of MIT AgeLab
Larry Divers
Subject Matter Expert in Retirement Plan Administration and Planning Services, Cannon Financial Institute
Dr. Ken Dychtwald
Bestselling Author; Founder and CEO, Age Wave
Linda Eaton
Subject Matter Expert in Behavioral Finance, Coaching and Client Engagement, Cannon Financial Institute
Jason Fichtner, PhD
Chief Economist, The Bipartisan Policy Center and Head of the Retirement Income Institute
Terri Fiedler
President & CEO, AIG Financial Distributors
Dr. Jennifer Gongola, Ph.D.
Behavioral Science Research Manager, PIMCO
Steve Gresham
CEO, The Execution Project
Chris Heye, PhD
CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC
Gary Holland
CEO, Charter Financial Publishing Network, Financial Advisor Magazine
Ben Huneke
Managing Director and Head of the Investments Solutions Group of Morgan Stanley Wealth Management
Jasmine Jirele
Chief Growth Officer/Incoming President and Chief Executive Officer of Allianz Life Insurance Company of North America
Kevin Keller
Chief Executive Officer, Certified Financial Planner Board of Standards, Inc. (CFP Board)
David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Heather Kelly
Senior Vice President of Advisory Solutions and Strategic Accounts, Allianz Life Insurance Company of North America
Elizabeth Koehler
Managing Director, Head of BlackRock Advisor Insights
David Lau
Founder & Chief Executive Officer, DPL Financial Partners
Tony Leal
President, Envestnet | MoneyGuide
Ross Levin
Chief Executive Officer and Founder, Accredited Investors Wealth Management®
Elizabeth Loewy
Co-Founder and COO, EverSafe
Jud Mackrill
CEO & Co-founder, MileMarker
James Martin
Partner & Senior Wealth Advisor, IronBridge Wealth Counsel, LLC
Tommy Martin
Mammoth CEO & Operating Manager and Vestia Personal Wealth Advisors CEO
Francis McAleer, Jr.
Senior Vice President, Wealth Planning, Global Wealth Solutions, Raymond James
John Moninger
Managing Director of Retail Sales, Eaton Vance
Bryan Montemurro
Financial Planner, Two West
Sangeeta Moorjani
Head of WI Employer Experience & Retirement Solutions, Fidelity Investments, Boston, MA
Shane Morrow
Partner & CIO, IronBridge Wealth Counsel, LLC
Simon Mulcahy
Executive Vice President & Chief Innovation Officer of Salesforce
Kathleen A. Murphy
President, Personal Investing, Fidelity Investments
Nalika Nanayakkara
Head of Wealth and Asset Management Consulting, EY
Cheryl Nash
Chief Executive Officer, InvestCloud Financial Supermarket Division
Paula Nelson
Co-Head Individual Markets, Global Atlantic Financial Group
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Philip Orlando
Chief Equity Market Strategist, Head of Client Portfolio Management, Senior Vice President, Federated Hermes
Roger Paradiso
Head of Product Solutions, Franklin Templeton
Philip J. Pellegrino
Executive Director, Head of Insured Solutions, UBS Financial Services, Inc.
Chris Perry
President, Broadridge Financial Solutions, Inc.
Todd Petit
Assistant Vice President for Advanced and Specialty Markets, Allianz
Craig Pfeiffer
CEO, The Money Management Institute
Leo Pusateri
President, CEO, Pusateri Consulting and Training
Michelle Rappa
Managing Director, Retirement Client Advisor, Neuberger Berman
Kristi Martin Rodriguez
Senior Vice President, Nationwide Retirement Institute®
Kevin J. Ruth
Founder, Finance411
Evamarie Schoenborn
President & CEO, Northwestern Mutual Wealth Management Company
Kabir Sethi
Managing Director, Head of Digital for Merrill Lynch Wealth Management
Dr. Avi Sharon, Ph.D.
Executive Vice President, Product Strategist, PIMCO
Jack Sharry
Executive Vice President, Chief Marketing Officer, LifeYield, LLC
Andrea Sheikh
Wealth Management Specialist, IronBridge Wealth Counsel, LLC
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Ed Slott
President, Ed Slott And Company LLC
Gavin Spitzner
President, Wealth Consulting Partners, LLC
Amanda Stahl
Director, Longevity Planning, Raymond James
Greg Sullivan
Principal, Co-CEO, SBSB Financial Advisors
Mark Tibergien
Principal, Mark Tibergien Insights LLC
Christina Townsend
Managing Director, Advisor Solutions, BNY Mellon | Pershing
Katharine Wade
Principal, Dunraven Strategies
Corey Walther
President of Allianz Life Financial Services, LLC
