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COMING SOON SPEAKERS

Continue to check back as we add to our excellent roster of speakers who will help build your career next August. In the meantime, check out who we had with us in 2024 below.

KEYNOTE SPEAKER

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  • Michael Kitces

    Michael Kitces,

    MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

    Nerd's Eye View

Cohort Leaders

  • Richard Archer Headshot

    Richard Archer, CFA, CFP®, MBA

  • Jamie Bosse Headshot

    Jamie Bosse, CFP®, RFC, CCFC

  • Richard Salmen Headshot

    Richard Salmen,

    CFP®, CFA, EA

  • Stacey McKinnon

    Stacey McKinnon, CFP®

  • Nicholas Nicolette

    Nicholas Nicolette, CFP®, MS

Speakers

  • Jeanesee Headshot

    Jeaneese Ayandokon

  • George Fernandez

    George Fernández, MBA, CFP®, CPBC

  • Brendan Frazier

    Brendan Frazier

  • de Man_Stephen_800x1200

    Stephen de Man

  • JoeMar Headshot

    Joe’Mar Hooper, MPA

  • Julie S. Johnson

    Julie S. Johnson

  • Dalia Headshot

    Dalia Rodriguez, AFC®

  • Megan Headshot

    Megan Stiles, CVA®, AFC®

  • Lillian Turner

    Lillian Turner, CFP®, CSLP®

  • Nikita Headshot

    Nikita Wolff

  • Alia Wagenhoffer, CFP®

    Alia Wagenhoffer, CFP®

  •   Felicia Wong

    Felicia Wong, CPA, CFP®, EA

COHORT LEADERS

Check back often as we continue to add to our roster of Cohort Leaders and Speakers!

  • Keith Beverly

    Keith Beverly,

    CFA, MBA, CFP®

  • Kim Dignam

    E. Kim Dignum,

    CFP®, ChFC®

  • Jamie Hopkins

    Jamie Hopkins,

    ESQ., MBA, CFP®, LLM

  • Porscha Johnson Headshot

    Porscha Johnson

  • Derek Lawson

    Derek Lawson,

    Ph.D., CFP®

BREAKOUT SPEAKERS

  • Amie Agamata

    Amie Agamata,

    CFP®

  • Kofo Akosile

    Kofo Akosile,

    ChFC®

  • Anthony Caruso

    Anthony Caruso

  • Jackie Cummings Koski

    Jackie Cummings Koski,

    CFP®, MSPFP , AFC®

  • Justin Fitzpatrick

    Justin Fitzpatrick,

    PhD, CFA, CFP®

  • Libby Greiwe

    Libby Greiwe

  • Tasha Keeney

    Tasha Keeney,

    CFA

  • Megan McCoy

    Megan McCoy,

    Ph.D., LMFT, AFC®, CFT-I™

  • Dennis Moore - Headshot

    Dennis J. Moore,

    MBA, CFP®

  • Emily Koochel

    Emily Koochel,

    Ph.D., AFC®, CFT-I™, BFA™

  • Celeste Revelli

    Celeste Revelli,

    CFP®

  • Landon Warmund Headshot

    Landon Warmund,

    CFP®

  • Daniel Yerger

    Daniel M. Yerger,

    MBA, CFP®, ChFC, AIF, CDFA