Sabrina Bailey
Global Head of Wealth Solutions, Refinitiv, An LSEG Business
Kristen Billows
Regional Vice President, Jackson National Life Distributors LLC
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, Brightworth
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, DHG Wealth Advisors
Chris Cherry
Chief Engagement Officer, JConnelly, Inc.
Lara Coviello
Vice President, Senior Portfolio Manager, Brinker Capital Investments
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
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
Cheryl Holland
Founder, Abacus Planning Group
Melissa Intezar
Vice President, Manager of Enterprise Consulting, AssetMark
Charlie Jordan
Practice Area Leader of Retiring Well, CI Brightworth Private Wealth
Katty Kay
Lead Anchor, BBC World News America; Bestselling Author
Erin Kirkwood
Enterprise Account Executive, Riskalyze
Deanna LaRue
President, Financial Advisor, TimeWise Financial, LLC
Elizabeth R. Levy
Head of ESG Strategy and Portfolio Manager, Trillium
Tracey Longo
Washington Editor, Financial Advisor Magazine
Kay Lynn Mayhue
President, Merit Financial Advisors
Amy Merrill
Managing Director, Partner, Creative Planning
Haleh Modasser
Senior Wealth Advisor and Partner, Stearns Financial Group
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Shannon O’Neill
Director of Direct & Intermediary Sales, Cadre
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
Niharika Shah
GM, Clout by TIFIN
Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Liz Ann Sonders
Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.
Laurie Stack
VP of Business Development, Avantax
Carin Stimolo
VP Client Experience, Fidelity ESG Pro
Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting
Dr. Katy Votava
Founder and President, GOODCARE.com
Lizzie Warner
Vice President, Cambridge Investment Research, Inc.
