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 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.
Research Scholar, Stanford Center On Longevity
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
Dr. 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.
Head Of Retirement Plan Solutions, Cetera Financial Group
Jon Anderson is a member of Cetera’s Advisor Growth and Innovation leadership team. In this role, Anderson leads the strategic expansion of the group’s retirement plan offerings to help advisors win, retain and grow retirement plan assets. Prior to joining Cetera, he was vice president at BrightScope, an innovative independent provider of software, analytics and data to the financial services industry.
Director of Social Media Development, Sigma Financial Corporation and Parkland Securities LLC
Using 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.
AVP of Business Development, Chalice Financial Network
Prior to joining Chalice Financial Network, Diana Cabrices worked at Succession Link as an acccount manager, connecting financial advisors and RIAs who are interested in buying, selling or merging their practices as members of the leading networking and communication platform. Cabrices holds a B.B.A. in business economics, from Georgia State University in Atlanta.
Director, Nationwide Advisory Solutions
Jon 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.
Vice President of Strategy and Business Development, Broadridge
Susanne Frank is vice president of strategy and business development within Broadridge's retirement services division. Frank’s expertise spans the ideation, launch and management of new products, services and technologies in the wealth and retirement space. She is a supporter of women in finance, serving five years on the board of San Francisco's Financial Women's Association and recently helping launch the Denver chapter of Women in ETFs.
Account Executive, Riskalyze
Ellie 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.
President, SYNERGOS Financial Group
Robert Laura, CPRC, AAMS, CMFC, CRPC, 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.
Industry Consultant, The Maselli Group
Frank 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.
Principal, Moisand Fitzgerald Tamayo LLC
Dubbed 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.
Partner, Co-Founder and Wealth Advisor, Brightworth
Dave 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.
SRINIVAS D. REDDY
Senior Vice President of Retirement and Income Solutions, Principal Financial Group
Srinivas D. (Sri) Reddy, CFA, is responsible for leading the annuity, direct-to-consumer, pension risk transfer and Principal Bank businesses. He is a frequent contributor to national media outlets and an expert resource on a range of retirement and financial security topics. He currently serves as the vice-chair of Employee Retirement Income Security Act (ERISA) Advisory Council at the United States Department of Labor.
Chief Revenue Officer, Chalice Financial Network
Shawn Rogers has 21 years of diverse, progressive and successful experience. Prior to joining Chalice Financial Network, Rogers was CEO, COO and managing director of several financial companies. He holds FINRA Series 7, 24, 63, 65 and 79 registrations and is a graduate of the University of Illinois.
ANDREW J. ROBERTSON
Founder and President, Capital Indemnity Group
As founder and president of Capital Indemnity Group, creator and architect of the Social Security Optimization planning process and vice president for the industry award-winning Corporation for Social Security Claiming Strategies, Andy Robertson, CSSCS, coaches and trains some of the most accomplished retirement planning professionals in the country.
President, TD Ameritrade Trust Company
Skip 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
Andrea 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.
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Evan 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.
Chief Executive Officer, Snappy Kraken
Robert 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.
Financial Planner, Brightworth
Wesley 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.
Director of Employer Plan Services, Wipfli Financial Advisors LLC; Partner, Human Capital Management Solutions, Wipfli LLP
Erika 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.
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.