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KEYNOTE SPEAKER

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  • Chris Field

    Chris Field

    Holistiplan

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

  • Kofo Akosile

    Kofo Akosile,

    ChFC®

  • Anthony Caruso

    Anthony Caruso

  • Libby Greiwe

    Libby Greiwe

  • Megan McCoy

    Megan McCoy,

    Ph.D., LMFT, AFC®, CFT-I™

  • Emily Koochel

    Emily Koochel,

    Ph.D., AFC®, CFT-I™, BFA™

  • Jackie Cummings Koski

    Jackie Cummings Koski,

    CFP®, MSPFP , AFC®

  • Celeste Revelli

    Celeste Revelli,

    CFP®

  • Daniel Yerger

    Daniel M. Yerger,

    MBA, CFP®, ChFC, AIF, CDFA