Keynote Speakers
Patti Brennan
CEO
Key Financial, Inc.
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
Theron Schaub
Award-winning Mentalist & Magician
Liz Ann Sonders
Chief Investment Strategist
Schwab Center for Financial Research
Crystal Washington
Futurist & Technology Strategist
CWM Enterprises
Speakers
JC Abusaid, CFP®
President and CEO
Halbert Hargrove
Samantha Allen
Executive Vice President, Marketing
Merit Financial Advisors
Andrew Altfest
President, CEO
Altfest Personal Wealth Management & FP Alpha
Theophilus Amanfo
PhD Student
Texas Tech School of Financial Planning
Efthymia Antonoudi, Ph.D., CFP®
Assistant Professor
University of Georgia
Jaycob Arbogast, CFP®
Program Director
Chico State
Catherine Asiimwe
PhD Student, CPA, PMP, MBA
University of Georgia
Brian Balduzzi, CFP®
Partner
Holland & Knight LLP
Amit Bansal
Program Director, Undergraduate Financial Planning
Oklahoma State University
Kevin Bayani, CFP®
CFP, EA, MBA
University of Georgia
Sarah Becker
Head of Financial Advisor Development Program
Vanguard
Jaclyn Beirerlein, Ph.D.
Associate Professor of Finance
East Carolina University
Audra Bohannon
Founder
Bohannon Advisory
Douglas Boneparth, CFP®
President and Founder
Bone Fide Wealth
Heather Boneparth
Director of Business and Legal Affairs
Bone Fide Wealth
Mindy Brandon-Joseph, Ph.D., CFP®
Assistant Professor
Kansas State University
Joshua Brothers
Attorney
Brothers, Henderson, Durkins, P.S.
Christopher Browning, Ph.D., CFP®
Associate Professor
Texas Tech University
Cary Carbonaro
Managing Director and Partner, Women and Wealth Ambassador
Ashton Thomas /ARAX
Ying Chen, Ph.D., CFP®
Assistant Professor of Finance, Program Director
Central Connecticut State University
Marguerita Cheng
Chief Executive Officer
Blue Ocean Global Wealth
Chia-Li Chien, Ph.D., CFP®
Center for Financial Responsibility Director & Associate Professor of Practice
Texas Tech University
Ravisha Chutani, Ph.D.
Ph.D. Candidate
University of Georgia
J. Michael Collins, Ph.D.
Professor
UW-Madison
Laura Combs
Executive Managing Partner / Head of Women & Wealth
Mercer Advisors
Gary Curnutt, Ph.D.
Post-Retirement Employment Pathways and Self-Perceptions of Aging
Western Carolina University
Brett Danko
President/Founder
Danko Education
Jon Dauphine
CEO
Foundation for Financial Planning
Brent Davis, Ph.D.
Economist
TIAA
Rick Dearborn
Partner
Mindset
Simone Devenny
Head of Private Wealth Strategies
Allworth Financial
James DiLellio, Ph.D.
Professor of Decision Sciences
Pepperdine Graziadio Business School
Van Dinh, Ph.D.
Van Dinh, Ph.D. - Assistant Professor of Finance
University of Wisconsin - Superior
Max Dolinsky, Ph.D.
Director, Finance Professional Development Program
University of Florida
Kamila Elliott, CFP®
Founder and Senior Wealth Advisor
Collective Wealth Partners
Brent Evans, Ph.D.
Assistant Professor of Finance & Creator of FreeFinanceBook.com
Georgia College
Kate Feeney
VP Wealth Advisor
Summit Place Financial Advisors
Presley Fee
Financial Planning Program Coordinator
University of Illinois Urbana-Champaign
Mark Franczyk, CFP®
Chief Executive Officer
Christopher Street Financial
Mary Beth Franklin
President
RetirePro LLC
Robert Glew, CFP®
Assistant Teaching Professor of Finance
University of Rhode Island
Sebastian Gomez-Cardona, Ph.D.
Director of Research, Investment Advice and Planning
Morningstar
Sasha Grabenstetter
Instructor
Texas Tech University
John Grable, Ph.D., CFP®
A Test of a Financial Risk-Taking Framework
University of Georgia
Bryan Gramse, Ph.D., CFP®
PhD, CFP(r)
Ball State University
Melissa Handrigan
Senior Counsel, Enforcement
CFP Board
Liam Hanlon
VP, Strategy & Research
Jump
David Hantman
Principal
Bressler, Amery & Ross, P.C.
Stuart Heckman, Ph.D., CFP®
Associate Professor of Practice
Texas Tech University
Kim Henderson
Head of Wealth Management Health & Wellness Education
Morgan Stanley
Wayne Hewett, CFP®
VP Advisory Lending
Live Oak Bank
Thomas Idzorek
Chief Investment Officer
Morningstar
Kendra Issacson
Partner
Mindset
Pawan Jain, Ph.D., CFP®
Director of CFP Program and Associate Professor of Finance
University of Michigan-Flint
Benjamin Jansen, Ph.D., CFP®
Associate Professor of Finance
Middle Tennessee State University
Bong-Keun Jeong, Ph.D.
Professor
Coastal Carolina University
Meredith Johnson, CFP®
Partner
BPM LLP
Andrew Johnson
Mr
FMG
Jim Karthaus, CFP®
Assistant Professor
The American College of Financial Services
Erin Koeppel
Managing Director, Government Relations and Public Policy Counsel
CFP Board
Emily Koochel, Ph.D.
Director, Family Governance, Education, and Philanthropy
Cresset Capital
Vikesh Kumar, Ph.D.
Assistant Professor of Finance
North Carolina A&T State University
Linda Leitz
President
Peace of Mind Financial Planning, Inc.
Craig Lemoine, CFP®, Ph.D.
Financial Planning Program Director
University of Illinois Urbana-Champaign
Jesse Lineberry, CFP®
Assistant Professor of Practice of Finance; CFP-Board Registered Program Director
Virginia Tech
Zhikun Liu, Ph.D., CFP®
Vice President, Head of Research
MissionSquare
Liu Liu, Ph.D.
Ph.D. Student
University of Georgia
Cäzilia Loibl, Ph.D., CFP®
CFP Program Director, Professor & Chair of Consumer Sciences
Ohio State University
Eric Ludwig, Ph.D., CFP®
Assoc. Prof. Director, Center for Retirement Income
The American College of Financial Services
Sonya Lutter, Ph.D., CFP®
Ph.D., CFP(R), LMFT
Texas Tech University; Institute for Systemic Financial Professionals
Tairsa Mathews, Ph.D., CFP®
Assistant Professor of Practice
Texas A&M University
Megan McCoy, Ph.D.
Program Chair
Kansas State University
Drew McMorrow, CFP®
President & CEO
Ballentine Partners, LLC
Toshiaki Mitsudome, Ph.D., CFP®
Professor
New York University School of Professional Studies
Dan Moisand, CFP®
Board Chair 2023
Moisand Fitzgerald Tamayo, LLC
Hannah Moore, CFP®
CEO/Founder, Financial Advisor
Amplified Planning/Guiding Wealth
Sarah Mouser, CFP®
Executive Vice President, Financial Planning
Merit Financial Advisors
Cristian Mundy, CFP®
Senior Wealth Manager
Life Line Financial & Wealth Management
Darryl Ng
National Strategic Partner - Special Needs Planning
Morgan Stanley
Eric Ochmanek
Program Director for ABLE
National Association of State Treasurers (NAST)
Luke Palmer, CFP®
Owner & CEO
Palmer Wealth Group
Sabina Pandey, Ph.D., CFP®
Assistant Professor in the Department of Finance, Banking & Insurance
Appalachian State University
Blain Pearson, Ph.D., CFP®
Assistant Professor of Finance
Coastal Carolina University
Lisa Peel
Principal and Head of Financial Planning
Edward Jones
Brendan Pheasant, CFP®
Tuyyo Planning Group, LLC
Pierre-Etienne Pilote, Ph.D.
Associate Professor
Université du Québec à Montréal
Pengyu Qian, Ph.D.
Assistant Professor
University of Wisconsin - Whitewater
Di Qing, Ph.D., CFP®
Lecturer & CFP Program Coordinator
Auburn University
Lora Reinholz, CFP®
Director, Financial Planning Certificate Program and Teaching Assistant Professor
University of Wisconsin - Milwaukee
Daniel Richards, Ph.D., CFP®
Associate Professor
York University
Seth Rivers, CFP®
Head of Advisory
Christopher Street Financial
Rita Robbins
Managing Partner
Affiliated Advisors
Barclay Roper
Assistant Professor
College for Financial Planning
Rachel Roth
Vice President, Grants & Programs
Foundation for Financial Planning
Leo Rydzewski
General Counsel
CFP Board