SPEAKERS

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KEYNOTE SPEAKERS

MITCH ANTHONY
President, Advisor Insights Inc.
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Mitch Anthony is recognized around the globe for his pioneering work in life-centered planning. For almost two decades, Anthony and his team have provided training to individual advisors and major organizations throughout the world. He is a consistently top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. He is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. He is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide, and author of many groundbreaking books for advisors and consumers.

MADDY DYCHTWALD
Co-Founder and Senior Vice President, Age Wave
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Author, speaker and Age Wave co-founder Maddy Dychtwald is a leading expert on the changing demographic trends—both generation- and gender-related—shaping the marketplace, the workplace and our lives. Dychtwald has spent more than 25 years investigating and forecasting lifestyle and market trends of older adults and the 79 million baby boomers. Building on this knowledge, she has recently emerged as a renowned authority on the rising economic influence of women and their impact on industries, ranging from financial services and health care to consumer marketing.

RIC EDELMAN
Executive Chairman, Edelman Financial Services LLC

edelmanRic Edelman is an acclaimed advisor and has been ranked the #1 Independent Financial Advisor in the nation three times by Barron's. Edelman and his team of experienced advisors manage more than $21.7 billion in assets for clients across the country. He hosts radio and television shows heard and seen by millions of people every week and is also a #1 New York Times best-selling author who has published nine books on personal finance.

ROGER G. IBBOTSON, PH.D.
Chairman, Zebra Capital

ibbotsonRoger Ibbotson is a member of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001. He is also emeritus professor of finance at Yale School of Management. Ibbotson is founder and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield (updated annually), which serves as a standard reference for information on capital market returns. He conducts research on a broad range of financial topics, including investment returns, mutual funds, international markets, portfolio management and valuation. He is a regular contributor and editorial board member to both trade and academic journals.

SPEAKERS

SUSAN BRADLEY
Founder, Sudden Money Institute
bradleySusan Bradley, CFP, CeFT, is the founder of the Sudden Money Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients. As a recognized thought leader in financial transitions planning, Bradley speaks frequently in the United States as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall.

SCOTT HANSON
Co-Founder and Senior Partner, Hanson McClain Advisors
hansonA nationally recognized authority on financial topics, Scott Hanson, CFP, CFS, ChFC, was named to Barron’s list of the “Top 100 Independent Wealth Advisors in America” six times. For more than 20 years, Hansen has co-hosted Hanson McClain’s Money Matters, one of the longest-running financial topic radio programs in the country. He’s also a regular contributor to CNBC and Kiplinger.

DAVID LAU
Founder And Chief Executive Officer, DPL Financial Partners
lauDavid Lau, an executive with more than 25 years of experience building innovative financial services companies, is the founder and chief executive officer of DPL Financial Partners, a firm focused on the distribution of low-cost, commission-free insurance products geared toward the RIA advisor channel. Prior to founding DPL, Lau was chief operating officer of Jefferson National.

PAT MCCLAIN
Founding Principal and Senior Partner, Hanson McClain Advisors
mcclainPat McClain, ChFC, has been named to Barron’s list of the “Top 100 Independent Wealth Advisors” four times. For more than 20 years, McClain has co-hosted Hanson McClain’s Money Matters, one of the longest running financial radio programs.

JOHN MICHEL
Chief Executive Officer, CircleBlack
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John Michel, along with a team of experienced financial innovators, founded CircleBlack in 2013 with the goal of delivering modern technology to the financial services industry. Michel’s vision was to create a platform that would strengthen the bond between financial advisors and their clients, while also providing substantial revenue-generating opportunities for advisors with its proprietary technology.

GREG SULLIVAN
Chief Executive Officer and Co-Founder, Sullivan, Bruyette, Speros & Blayney
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Greg Sullivan has over 30 years of experience in investment management and personal financial planning. Sullivan is responsible for ensuring the continued growth and development of the business and specializes in providing investment management, tax advisory and financial planning services to clients. He has been recognized by Barron’s Top 100 Independent Financial Advisors report and by Washingtonian magazine as a 2014 Top Money Advisor.

REBECCA WALSER
Wealth Management Advisor, Walser Wealth
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Rebecca Walser, J.D., LLM, CFP, spearheads a national practice and enjoys working with high-income professionals, business owners, retirees and pre-retirees, and high-net-worth families, to implement advanced financial planning and wealth management strategies that maximize income while minimizing taxes and managing risk. Walser can be heard coast-to-coast on iHeart radio weekly, and she has been featured in numerous media outlets nationwide.