Keynote Speakers


Anne Ackerley

Managing Director, Head of BlackRock’s Retirement Group

David Blanchett, Ph.D

Head of Retirement Research, Morningstar Investment Management, LLC

Clark Brown

Subject Matter Expert in Behavioral Finance, Coaching, and Practicing Advisor

Phil Buchanan

Executive Chairman, Cannon Financial Institute

Gary Carrai

Executive Vice President, Wealth Management Solutions

Mark Casady

Founder & General Partner, Vestigo Ventures

Larry Divers

Subject Matter Expert in Retirement Plan Administration and Planning Services

Dr. Ken Dychtwald

Bestselling Author; Founder and CEO, Age Wave

Linda Eaton

Subject Matter Expert in Behavioral Finance, Coaching and Client Engagement

Jason Fichtner, PhD

Senior Fellow, Alliance for Lifetime Income & Retirement Income Institute

Steve Gresham

CEO, The Execution Project

Chris Heye, PhD

CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC

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

David Lau

Founder & Chief Executive Officer, DPL Financial Partners

Elizabeth Loewy

Co-Founder and COO, EverSafe

Jud Mackrill

CEO & Co-founder, MileMarker

Francis McAleer, Jr.

Senior Vice President, Wealth Planning, Global Wealth Solutions, Raymond James

John Moninger

Managing Director of Retail Sales, Eaton Vance

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

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.

Leo Pusateri

President, CEO, Pusateri Consulting and Training

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

Jack Sharry

Executive Vice President, Chief Marketing Officer, LifeYield, LLC

Evan Simonoff

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

Ed Slott

President, Ed Slott And Company LLC

Greg Sullivan

Principal, Co-CEO, SBSB Financial Advisors

Mark Tibergien

Christina Townsend

Managing Director, Advisor Solutions, BNY Mellon | Pershing

Katharine Wade

Principal, Dunraven Strategies

Corey Walther

President of Allianz Life Financial Services, LLC