Anne Ackerley
Managing Director, Head of BlackRock’s Retirement Group
Rick Adkins
President and CEO, The Arkansas Financial Group
Kimberly Beck
Head of Marketing, iPipeline
Tom Bradley
Managing Director, Schwab Advisor Services
Ken Cella
Principal, Branch Development at Edward Jones
Wayne Chopus
President and CEO, Insured Retirement Institute
Dr. Daniel Crosby
Psychologist; Behavioral Finance Expert; Bestselling Author
Larry Divers
Executive Vice President, Subject Matter Expert, Cannon Financial Institute
Dr. Ken Dychtwald
Bestselling Author; Founder and CEO, Age Wave
Dr. Mohamed El-Erian
Chief Economic Advisor, Allianz SE
David Emson
Financial Planning Associate, The Kelly Group
Marybeth Kelly Emson
Senior Vice President, The Kelly Group
Jason Fichtner, Ph.D
Chief Economist, The Bipartisan Policy Center
Michael Finke, Ph.D
Professor & Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Jed Finn
Head of Corporate and Institutional Solutions; Chief Operating Officer, Morgan Stanley Wealth Management
Glen Franklin
Director of Customer Research, Jackson National
Steve Gresham
CEO, The Execution Project
Michael Harris
Senior Education Advisor, Alliance for Lifetime Income
Jasmine Jirele
President and CEO, Allianz Life Insurance Company of North America
Jenny Johnson
President and CEO, Franklin Templeton
Robert S. Kapito
President and Director, BlackRock
Brian Kelly, Sr.
Founder, Director, The Kelly Group
Brian Kelly, Jr.
Executive Director, The Kelly Group
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
Anne Lester
Education Fellow, Retirement Income Institute
Ross Levin
Founder, Accredited Investors Wealth Management®
Michael Liersch
Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company
Frank McAleer
Senior Vice President, WealthPlanning, Global Wealth Solutions, Raymond James
Myles McHale
President and Founder, Wealthcare Advisers and Consultants, LLC
Dan Moisand
Principal, Moisand Fitzgerald Tamayo, LLC
Nalika Nanayakkara
Head of Wealth and Asset Management Consulting, EY
Cheryl Nash
Chief Executive Officer, InvestCloud Financial Supermarket
Chris Nekvinda, Ph.D
Director of Global Learning, Cannon Financial Institute
Suzanne Norman
Education Fellow, Retirement Income Institute
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Rose Palazzo
Group Head, Envestnet MoneyGuide
Wade Pfau, Ph.D.
Co-Director, American College Center for Retirement Income; RICP® Program Director, The American College of Financial Services
Craig Pfeiffer
President & CEO, Money Management Institute
Paul Richman
Chief Government and Political Affairs Officer, Insured Retirement Institute
Michelle Richter
Founder, Fiduciary Insurance Services, LLC; Executive Director, Institutional Retirement Income Council
Kevin Ruth
Senior Vice President, Raymond James Private Wealth
Carrie Schroen
Divisional Director, BlackRock
Jack Sharry
Executive Vice President, Chief Marketing Officer, LifeYield, LLC
Ainslie Simmonds
President, Pershing X
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Amanda Stahl
Director, Longevity Planning, Raymond James
Jeff Strunk
Managing Partner, Forbes-Tate Partners
Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting
Corey Walther
President of Allianz Life Financial Services, LLC
Burt White
Chief Strategy Officer, Carson Group
Kelley Williams
Senior Vice President of Government Relations, Forbes-Tate Partners
