SPEAKERS

Dr.
Kristy Archuleta
Professor
University of Georgia
Neil Bage
Co-Founder
Shaping Wealth
Dr.
Brandy Baxter
Financial Futurist
Envision 30
Breanna Blaney
Life Invested Director & VP
Dimensional
Nancy Bleeke Noël
President
Sales Pro Insider, Inc.
Stephanie Bogan
Chief Possibilities Officer
Limitless
Jess Bost
VP - Partnerships
Alpha Architect
Susan Bradley
Founder/CEO
Sudden Money® Institute/Financial Transitionist® Institute
Cary Carbonaro
SVP Head of Women and Wealth
ACM
Dr.
Mary Carlson
President
Financial Behavioral Keynote Group (FBKG)
Justin Castelli
Founder & Financial Advisor
RLS Wealth
Dr.
Preston Cherry
Founder & CEO
Concurrent Financial Planning
Ed Coambs
Owner/Therapy-Informed Financial Planner™
Healthy Love and Money
Zach Conway
Co-Founder & CEO
Seeds Investor
Saundra Davis
Program Director
Golden Gate University
Kyle DeBell
SVP of Behavioral Financial Advice
Think2perform
Sidney Divine
Founder
Divine Wealth Strategies
Dan Egan
VP, Behavioral Finance & Investing
Betterment for Advisors
Dr.
Sarah Fallaw
President
DataPoints
Heather Fortner
Chief Executive Officer
SignatureFD
Scott Frank
Founder
Stone Steps Financial LLC
Brendan Frazier
Chief Behavioral Officer
RFG Advisory
Angel Gonzalez
Co-Founder & CMO
Snappy Kraken
Ryan Goulart
EVP - Marketing and Product
think2perform
Mary Kate Gulick
CMO & EVP, Marketing & PR Services
FiComm Partners
Derek Hagen
Financial Therapist
Meaningful Money
Stoy Hall
Founder/Wealth Advisor
Black Mammoth
Andrew Hatherley
Founder
Wiser Divorce Solutions/Transcend Retirement
Dan Haylett
Director
TFP Financial Planning
H. Adam Holt
CEO and Founder
Asset-Map
Dr.
Jordan Hutchison
VP of Technology and Adjunct Professor
RFG Advisory, LLC
Julie Johnson
CEO
XY Communication
Emily Koochel
Manager, Financial Wellness
eMoney
Dr.
Michael Kothakota
CEO
WolfBridge Wealth
Laura LaTourette (she, her)
Founder, CFP®
Family Wealth Management Group
Juan Leon
Senior Crypto Research Analyst
Bitwise Asset Management
Meghaan Lurtz
Partner
Shaping Wealth
John Mackowiak
Chief Revenue Officer
Advyzon
Ross Marino
Founder & CEO
Advisor2X & Transitus Wealth Partners
Tim Maurer
Chief Advisory Officer
SignatureFD
Ian McKenna
Founder
AdviserSoftware.com
Zoe Meggert
CEO
Perfectly Planned Content, LLC
Jane Mepham
Founder / Principal Advisor
Elgon Finanacial Advisors
Carolyn Moor
Founder
Modern Widows Club
Hannah Moore
Founder & Owner
Amplified Planning
Chloe Moore
Founder
Financial Staples
Alan Moore
CEO
XY Planning Network
Amy Mullen
President
Money Quotient
Peter Nakada
Chief Education Officer
Stone Ridge Asset Management
Dr.
Sarah Newcomb
Founder
Thrive Financial Empowerment Center
Dr.
Brian Portnoy
Founder
Shaping Wealth
Clayton Quamme
Partner
AP Wealth
Ashley Quamme (FBKG Speaker)
President
Beyond the Plan™
Emily Rassam
Partner/Senior Financial Planner
Archer Investment Management
Steve Resch
Vice President - Retirement Strategies
Finance of America
Michael Reynolds
Co-founder
Zephyr
Cameo Roberson
Founder
Atlas Park Consulting
Carol Lee Roberts
President
Institute fir Divorce Financial Analysts
Laine Schoneberger
Chief Investment Officer & Managing Partner
Yrefy LLC
Jason L Smith
Founder | CEO
C2P Enterprises
Marla Sofer
CEI, Founder
knomee
Jake Spaccarotelli
Head of One Insurance Solution
One Insurance Solution for RIAs
Lawrence Sprung
Founder and Wealth Advisor
Mitlin Financial, Inc.
Lindsay Troxell
Founder
Our Coaching Initiative
Deirdre Van Nest
CEO/International Keynote Speaker
Crazy good Talks
Danika Waddell
President
Xena Financial Planning
Roger Whitney
Owner
Agile Retirement Management
Greg Wilnau
Founder
Wilnau Design
Kendra Wright
Owner
Rebel Media Agency
Dasarte Yarnway
Head of Community
Altruist