KEYNOTE SPEAKER
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Michael Kitces,
MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Nerd's Eye View
Cohort Leaders
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Richard Archer, CFA, CFP®, MBA
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Jamie Bosse, CFP®, RFC, CCFC
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Richard Salmen,
CFP®, CFA, EA
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Stacey McKinnon, CFP®
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Nicholas Nicolette, CFP®, MS
Speakers
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Jeaneese Ayandokon
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George Fernández, MBA, CFP®, CPBC
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Brendan Frazier
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Stephen de Man
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Joe’Mar Hooper, MPA
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Julie S. Johnson
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Dalia Rodriguez, AFC®
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Megan Stiles, CVA®, AFC®
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Lillian Turner, CFP®, CSLP®
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Nikita Wolff
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Alia Wagenhoffer, CFP®
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Felicia Wong, CPA, CFP®, EA
COHORT LEADERS
Check back often as we continue to add to our roster of Cohort Leaders and Speakers!
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Keith Beverly,
CFA, MBA, CFP®
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E. Kim Dignum,
CFP®, ChFC®
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Jamie Hopkins,
ESQ., MBA, CFP®, LLM
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Porscha Johnson
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Derek Lawson,
Ph.D., CFP®
BREAKOUT SPEAKERS
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Amie Agamata,
CFP®
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Kofo Akosile,
ChFC®
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Anthony Caruso
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Jackie Cummings Koski,
CFP®, MSPFP , AFC®
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Justin Fitzpatrick,
PhD, CFA, CFP®
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Libby Greiwe
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Tasha Keeney,
CFA
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Megan McCoy,
Ph.D., LMFT, AFC®, CFT-I™
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Dennis J. Moore,
MBA, CFP®
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Emily Koochel,
Ph.D., AFC®, CFT-I™, BFA™
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Celeste Revelli,
CFP®
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Landon Warmund,
CFP®
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Daniel M. Yerger,
MBA, CFP®, ChFC, AIF, CDFA