Presenter: Daniel Hiebert, PhD, CFP® – Minnesota State University, Mankato
###Presenter: Eric Ludwig, CFP® – The American College Center for Retirement Income
### @@@ Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP® ### 2099574###Presenter#########Presenter: Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP®
###Speaker: Brooklyn H. Brock, CFP®, CEPA®, CHFC®, CKA® (she/her/hers) – Ellevate Advisors
### she/her/hersPresenter: Connor Sung, CFP® – eMoney Advisor
### @@@ Emily Koochel, AFC®, CFT-I™, BFA™ – eMoney Advisor ### 1753080###Presenter###Manager, Financial Wellness###eMoney Advisor###Presenter: Emily Koochel, AFC®, CFT-I™, BFA™ – eMoney Advisor
###Speaker: Lisa Dickholtz, CFP® – DICKHOLTZ HEALTH & WEALTH
###Presenter: Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
### @@@ Kevin R. Keller, CAE – CFP Board ### 272481###Presenter###CEO###CFP Board###Presenter: Kevin R. Keller, CAE – CFP Board
###Speaker: Darin R. Shebesta, CFP®, AIF®, CAP®, CPFA® – Jackson/Roskelley Wealth Advisors, Inc.
###Speaker: Darin R. Shebesta, CFP®, AIF®, CAP®, CPFA® – Jackson/Roskelley Wealth Advisors, Inc.
###Speaker: Amy Florian, FT, MA – Corgenius, Inc.
###Speaker: Andrew R. Shedlock, JD – Kutak Rock LLP
###
Speaker: Jen Rutley
### @@@ Abbey O'Malley ### 2129233###Speaker#########Speaker: Abbey O'Malley
###
Presenter: Sarah M. Cain, ACC, CBC (she/her/hers) – Carson Group
### she/her/hers @@@ Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group ### 421581###Presenter###Managing Partner of Wealth Solutions###Carson Group###Presenter: Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group
### he/him/hisSpeaker: Meghaan R. Lurtz, PhD, FBS (she/her/hers) – Kitces/KSU/Columbia
### she/her/hers @@@ Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia & Financial Behavior Keynote Group ### 2032995###Speaker###Professor###University of Georgia & Financial Behavior Keynote Group###Speaker: Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia & Financial Behavior Keynote Group
###Presenter: Laine Schoneberger – Yrefy, LLC
###Speaker: Kalli Fedusenko (she/her/hers) – Kalli Collective
### she/her/hersPresenter: Jake Spaccarotelli, CLTC – One Insurance Solution for RIAs
###Speaker: Paula M. Jones, Attorney – Jones Estate Group, Inc.
###Presenter: Courtney Lee (she/her/hers) – Dimensional Fund Advisors
### she/her/hersPanel Moderator: Elissa Buie, CFP® – Yeske Buie
### @@@ Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors ### 1919725###Panel Member###Chairman of the Board of Directors###Association of African American Financial Advisors###Panel Member: Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors
### @@@ James Lee, CFP®, CRPC®, AIF® – Lee Investment Management ### 1919724###Panel Member###Founder and President###Lee Investment Management###Panel Member: James Lee, CFP®, CRPC®, AIF® – Lee Investment Management
### @@@ Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC ### 594341###Panel Member###Principal###Moisand Fitzgerald Tamayo, LLC###Panel Member: Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
### @@@ Autumn K. Campbell, CFP® – Facet Wealth ### 601548###Panel Member###Senior Lead Planner###Facet Wealth###Panel Member: Autumn K. Campbell, CFP® – Facet Wealth
###Speaker: Christopher D. Bentley, CFP, CLU, BFA, CRPC, MBA (he/him/his) – Wings for Widows
### he/him/hisPresenter: Kristine Downard
### @@@ Taylette Nunez ### 2141366###Presenter#########Presenter: Taylette Nunez
###Panel Member: Stephen J. Resch – Finance of America Reverse
### @@@ Kellan Brown – Income Lab ### 1919914###Presenter###Chief Growth Officer###Income Lab###Presenter: Kellan Brown – Income Lab
### @@@ Jacqueline Campbell – Alexander Legacy Private Wealth Management ### 1959436###Panel Member###President, CEO, & Senior Wealth Advisor###Alexander Legacy Private Wealth Management###Panel Member: Jacqueline Campbell – Alexander Legacy Private Wealth Management
### @@@ Linda Taylor, CPA, MBA – Global Accounting Aid Consulting ### 2010517###Panel Member###CEO and Founder###Global Accounting Aid Consulting###Panel Member: Linda Taylor, CPA, MBA – Global Accounting Aid Consulting
###Presenter: Tanya Van Court (she/her/hers) – Goalsetter
### she/her/hersSpeaker: Laura Garfield, MA (she/her/hers) – Idea Decanter
### she/her/hers @@@ Sharon Gottula – Idea Decanter ### 2033000###Speaker###Co-founder###Idea Decanter###Speaker: Sharon Gottula – Idea Decanter
###Presenter: Justin Fitzpatrick, CFA, CFP® – Income Lab
###Speaker: Peter Lazaroff, CFA, CFP® – Plancorp
###Presenter: Mark Peterson – BlackRock
###Presenter: Freddy Garcia, CFP®
###Speaker: Sheng-Hung Lee, PhD Candidate (he/him/his) – MIT AgeLab
### he/him/his @@@ Joseph Coughlin, PhD – MIT AgeLab ### 171496###Speaker###Director###MIT AgeLab###Speaker: Joseph Coughlin, PhD – MIT AgeLab
###Presenter: Steven Sweeney, CFP, CLU, ChFC, RICP – Allianz
###Speaker: John Froberg, CFP® – IronBridge Wealth Counsel
###Speaker: Erinn Andrews (she/her/hers) – GiveTeam
### she/her/hersSpeaker: Heather Schreiber, RICP, NSSA (she/her/hers) – HLS Retirement Consulting, LLC
### she/her/hersPresenter: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS – Jackson
###Panel Moderator: Kate Dore, CFP®
### @@@ Laura LaTourette, CFP® – Family Wealth Management Group ### 1834547###Panel Member###Founder###Family Wealth Management Group###Panel Member: Laura LaTourette, CFP® – Family Wealth Management Group
### @@@ Mac Gardner, CFP® (he/him/his) – MNY Fraternity, Inc. ### 2033124###Panelist###Founder & Executive Director ###MNY Fraternity, Inc.###Panelist: Mac Gardner, CFP® (he/him/his) – MNY Fraternity, Inc.
### he/him/his @@@ Sonya B. Dreizler – Choir ### 684111###Panelist###Co-Founder###Choir###Panelist: Sonya B. Dreizler – Choir
### @@@ Amie Agamata, CFP®, RICP®, ChFC®, CLU® – LPL Financial ### 2073869###Panelist###AVP, Product Management###LPL Financial###Panelist: Amie Agamata, CFP®, RICP®, ChFC®, CLU® – LPL Financial
###Presenter: Catherine Williams (she/her/hers) – Dimensional Fund Advisors
### she/her/hersGeneral Session Speaker: Chris Gardner – HappYness
### @@@ Caleb Silver – Investopedia ### 607392###Moderator###Editor-in-Chief###Investopedia###Moderator: Caleb Silver – Investopedia
###Speaker: Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP – Appleby Retirement Consulting Inc.
###Presenter: Cynthia Hanson, CFP®, ChFC®, CDFA® (she/her/hers) – Ameriprise Financial
### she/her/hers @@@ Jon Dauphine, JD – Foundation for Financial Planning ### 1082968###Presenter###CEO###Foundation for Financial Planning###Presenter: Jon Dauphine, JD – Foundation for Financial Planning
###Speaker: David Blanchett, PhD, CFA, CFP® – PGIM
###Speaker: Tiffany T. House, CAP®, CEPA, FCEP (she/her/hers) – Tax & Estate Strategy
### she/her/hersPresenter: Thomas Aviles (he/him/his) – Morningstar
### he/him/his.png)
Presenter: Shauna Mace, CHPC – SEI
###Author: Brianne Smith, PhD, CPA, PFS, ABV (she/her/hers) – Brianne C Smith CPA LLC and Auburn University Montgomery
### she/her/hers @@@ Brian Walsh, PhD, CFP® (he/him/his) – SoFi ### 1083503### Author###Director of Advice and Planning###SoFi###Author: Brian Walsh, PhD, CFP® (he/him/his) – SoFi
### he/him/his @@@ Rex Macey, CFA, CFP® (he/him/his) – Red Tortoise, LLC ### 2043605###Author###CEO###Red Tortoise, LLC###Author: Rex Macey, CFA, CFP® (he/him/his) – Red Tortoise, LLC
### he/him/hisAuthor: David Blanchett, PhD, CFA, CFP® – PGIM
### @@@ Timothy M. Todd, PhD, JD – Liberty University School of Law ### 1753035### Author###Associate Dean for Faculty Development & Scholarship; Professor of Law###Liberty University School of Law###Author: Timothy M. Todd, PhD, JD – Liberty University School of Law
### @@@ Zhikun Liu, PhD, CFP® – Europacifica ### 2043609###Author###Wealth and Retirement Financial Planning Senior Researcher###Europacifica###Author: Zhikun Liu, PhD, CFP® – Europacifica
###Speaker: Greg Geisler, PhD – Indiana University
###Speaker: Cozy Wittman – College Inside Track
###Presenter: Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
###Presenter: Peter Nakada, CFA – Stone Ridge Asset Management
###Presenter: Alana Kohl – AdvisorPR®
### @@@ Jill Jagelski-Schofield – AdvisorPR® ### 2086748###Presenter###AVP Public Relations###AdvisorPR®###Presenter: Jill Jagelski-Schofield – AdvisorPR®
###General Session Speaker: Justin Mack – Financial Planning magazine
### @@@ Diana Cabrices (she/her/hers) – Diana Cabrices Consulting ### 1902051###General Session Speaker###Founder & Chief Evangelist###Diana Cabrices Consulting###General Session Speaker: Diana Cabrices (she/her/hers) – Diana Cabrices Consulting
### she/her/hers @@@ Penny Phillips – Journey Strategic Wealth ### 2074278###General Session Speaker###Co-Founder & President###Journey Strategic Wealth###General Session Speaker: Penny Phillips – Journey Strategic Wealth
### @@@ Matt Middleton – Advisor Circle ### 2135518###General Session Speaker###CEO & Co-Founder###Advisor Circle###General Session Speaker: Matt Middleton – Advisor Circle
###General Session Speaker: Nouriel Roubini, PhD – Roubini Macro Associates
###Speaker: Laura Garfield, MA (she/her/hers) – Idea Decanter
### she/her/hers @@@ Sharon Gottula – Idea Decanter ### 2033000###Speaker###Co-founder###Idea Decanter###Speaker: Sharon Gottula – Idea Decanter
###Speaker: Marjorie Barrie, LTCP (she/her/hers) – FPA of Suncoast / ACSIA Partners
### she/her/hersSpeaker: David Selig, MBA – Advice Dynamics Partners
### @@@ Matt Rozen – Advice Dynamics Partners ### 2088906###Presenter###Strategic Advisor, Marketing###Advice Dynamics Partners###Presenter: Matt Rozen – Advice Dynamics Partners
###Speaker: Gary Altman, CFP®, JD, LLM (Tax) – Altman & Associates, a division of Frost Law
###
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