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KEYNOTE SPEAKER

  • Michael Kitces

    Michael Kitces,

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

    Nerd's Eye View

Cohort Leaders

  • Richard Archer Headshot

    Richard Archer

  • Jamie Bosse Headshot

    Jamie Bosse, CFP®, RFC, CCFC

  • Richard Salmen Headshot

    Richard Salmen

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