2019 SPEAKERS

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KEYNOTE SPEAKERS

JASON ALEXANDER
alexander
Though best known for his award-winning, nine-year stint as the now iconic George Costanza of television’s Seinfeld, Jason Alexander has achieved international recognition for a career noted for its extraordinary diversity. Aside from his performances on stage, screen and television, he has worked extensively as a writer, composer, director, producer and teacher of acting. In between all that he has also become an award-winning magician, a notorious poker player and a respected advocate on social and political issues.

NICK MURRAY
Nick Murray has been a financial advisory professional for more than 50 years. He is one of the industry's premier speakers, and the author of 12 books for financial services professionals, the latest of which is Around the Year with Nick Murray: Daily Readings for Financial Advisors. His one book for clients, Simple Wealth, Inevitable Wealth, has sold nearly a quarter million copies. Murray's monthly newsletter for advisors, Nick Murray Interactive, is avidly followed by outstanding advisors all over the English-speaking world.

STEVE VERNON
Research Scholar, Stanford Center On Longevity
vernon
Steve Vernon, F.S.A., is a research scholar at the Stanford Center on Longevity and president of Rest-of-Life Communications. In both roles, Vernon speaks, writes and conducts research on the most challenging aspects of retirement, including finances, health and lifestyle. For more than 30 years, he consulted at Watson Wyatt and Mercer, helping Fortune 1000 employers design, manage and communicate their retirement programs. He currently writes a regular blog column for CBS MoneyWatch, titled Money for Life. His latest book is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life. He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He provides an inspiring example for professionals who want to make a positive difference in the encore phase of their lives.

DR. KATY VOTAVA
Founder and President, GOODCARE.com

votavaDr. Katy Votava is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and health-care economist, Votava has a broad view of health care in retirement and what the real impact is on consumers. She provides up-to-the-minute information that advisors can apply immediately in practice.

SPEAKERS

SHERYL BROWN
Director of Social Media Development, Sigma Financial Corporation and Parkland Securities LLC
brownUsing her bionic strength and amplified-listening strategies in social and digital marketing, Sheryl Brown has made it her mission to change how the financial services community is represented and doing business online. Brown’s passion lies with helping independent financial advisors amplify their thought leadership through social media and digital marketing strategies. She has spoken at more than a hundred industry events.

CINDY DASH
General Manager and Senior Vice President, Matrix Financial Solutions Inc.
dashCindy Dash oversees the strategic vision and successful execution of the services provided by Matrix Financial Solutions Inc., a division of Broadridge Financial Solutions Inc. Dash was the COO of Matrix from January 2011 to June 2016, in which she successfully led the integration of Matrix into Broadridge and achieved the growth objectives of the firm. She is a recognized leader on regulatory matters in the retirement, defined benefit and wealth management space.

JON ESTES
Director, Nationwide Advisory Solutions
estesJon Estes is a versatile, results-driven business and thought leader with experience working with Fortune 100 companies, non-profits and global organizations. In his current role, Estes specializes in business development, strategic partnerships, sales and leadership development. He has been a speaker at many of the largest national financial services and investment firms, as well as a guest lecturer for multiple universities and non-profit organizations.

DOROTHY HINCHCLIFF
Executive Editor, CFPN
hinchcliffDorothy Hinchcliff is executive editor for CFPN’s websites and magazines, including Financial Advisor, Private Wealth and ETF Advisor, and is director of the Invest In Women and Inside Retirement conferences. Hinchcliff has been a financial journalist for more than 25 years.

ELLIE HULL
Account Executive, Riskalyze
hullEllie Hull specializes in showing advisors how to use risk to build trust and set expectations for client portfolio performance. Hull frequently represents Riskalyze at conferences and events across the country, providing financial advisors with tools and ideas to align the world’s investments with each investor’s Risk Number.

ROBERT LAURA
President, SYNERGOS Financial Group
lauraRobert Laura, CPRC, AAMS, CMFC, CPRC, is the president of SYNERGOS Financial Group and founder of both RetirementProject.org and Retirement Coaches Association. As a former social worker turned trust officer and banker, Laura understands the importance of both the financial and psychological aspects of money, investing and retirement. He is also a nationally syndicated columnist for Forbes.com and Financial Advisor magazine.

FRANK MASELLI
Industry Consultant, The Maselli Group
maselliFrank Maselli is one of the most exciting, dynamic and entertaining speakers and trainers in the financial services Industry. He is a recognized expert in helping professionals reach new levels of success. Maselli is a former U.S. Army officer and a 35-year Wall Street executive. He has been a top advisor, senior manager and is a best-selling author.

DAN MOISAND
Principal, Moisand Fitzgerald Tamayo LLC
moisandDubbed a “Future Star” in 2002 by Financial Advisor, Dan Moisand has been featured as one of the country’s top practitioners in most financial planning publications. A prolific writer, Moisand is the only two-time winner of the Journal of Financial Planning’s Call for Papers competition and has been a retirement columnist for Financial Advisor since 2010.

DAVE POLSTRA
Partner, Co-Founder and Wealth Advisor, Brightworth
polstraDave Polstra’s more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field. A personal wealth advisor to high-net-worth families since 1981, Polstra provides comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning and charitable planning.

SKIP SCHWEISS
President, TD Ameritrade Trust Company
schweissSkip Schweiss is president of TD Ameritrade Trust Company, which offers retirement plan solutions and services for independent registered investment advisors. Schweiss is also the managing director of advisor advocacy and industry affairs for TD Ameritrade Institutional. In that role, he advocates with policy makers in Washington and in the states for fiduciary investment advisors and their clients.

ANDREA T. SELLARS
Fellow, Society of Actuaries
sellarsAndrea Sellars has been a key contributor to research on retirement, pension plans, life planning, student debt and other topics for the Society of Actuaries. She retired in 2013 from Buck Consultants, where she served as the senior managing director responsible for Buck Consultants’ Research, Survey and Knowledge Management group. Sellars had more than 40 years of experience in employee benefits and actuarial consulting.

EVAN SIMONOFF
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
simonoffEvan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

ROBERT SOFIA
Chief Executive Officer, Snappy Kraken
sofiaRobert Sofia has helped over 2,000 financial companies with their marketing since 2005 and is the CEO of Snappy Kraken. On average, Sofia’s work has driven over 600 percent growth for the organizations he has supported. He has received numerous awards, been published hundreds of times and is an award-winning speaker.

WESLEY WOOD
Financial Planner, Brightworth
woodWesley Wood, CFP, joined Brightworth as a financial planner in 2017. He started his career at a fee-only wealth management firm in Silicon Valley, where he developed plans to help high-net-worth clients use their wealth more purposefully and assisted with firm-wide strategy and operations.

ERIKA YOUNG
Director of Employer Plan Services, Wipfli Financial Advisors LLC; Partner, Human Capital Management Solutions, Wipfli LLP
youngErika Young, CRPS, CPFA, AIF, uses her valuable experience and broad industry knowledge to help businesses assess their employees’ needs and design secure, holistic solutions that can offer value for the future. For more than a decade, Young has specialized in developing retirement and employee benefit plans that are competitive, compliant and cost-efficient.

Michael Zmistowski
Co-Founding Director, Financial Planning Association of Florida
Recognized financial planning professional, Michael Zmistowski has taught retirement income planning to hundreds of financial advisors at FPA conferences, broker/dealer meetings and InFRE.org training. Zmistowski enjoys providing his clients the power of written financial plans and wealth management techniques including special insight into the use of annuity contracts as he makes War On Risk. Learn from his 38 years of purposeful relationships.