President, Advisor Insights Inc.
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.
Co-Founder and Senior Vice President, Age Wave
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.
Executive Chairman, Edelman Financial Services LLC
Ric 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
Roger 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.
President, Ed Slott and Company LLC
Ed Slott, CPA, was named “The Best” source for IRA advice by The Wall Street Journal. Slott is a nationally recognized professional speaker and has starred in several nationally aired public television specials. He created The IRA Leadership Program and Ed Slott’s Elite IRA Advisor Group, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace. He is an accomplished author of many financial and retirement-focused books, and also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.
Vice President, Head of Strategic Relationship Management, Great West Financial
Greg Alberti is responsible for the representation of annuities and life insurance across all channels of distribution with a focus on establishing new distribution agreements, managing existing relationships and growing sales. Alberti, who joined the organization in 2016, has held numerous roles at previous financial services companies. Most recently, he was head of strategic account management for the Independent Channel at AIG Financial Distributors.
Manager of Customer Success, Riskalyze
Lauren Baxter is an integral part of our customer success team at Riskalyze. As manager of customer success, Baxter specializes in leading the team that coaches advisors how to improve their practice efficiency, ROI and achieve individualized goals while implementing Riskalyze into their workflows.
Senior Vice President, Fiduciary Services and Chief Fiduciary Service Officer, Cambridge Investment Group Inc.
Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. Bell is responsible for executive oversight of Cambridge’s operations and fiduciary services departments. She is focused on expanding Cambridge’s Retirement Center, WealthPort and related consulting, education and technology resources for Cambridge advisors.
Account Manager, PIEtech Inc.
With over 16 years of experience, Justin Bishop brings a wealth of industry knowledge to PIEtech Inc., the creators of the industry leading financial planning software, MoneyGuidePro. Bishop is responsible for guiding financial professionals through the world of financial technology. He prides himself on being a valuable resource to both current subscribers and prospects that are interested in developing quality financial plans.
DAVID M. BLANCHETT
Head of Retirement Research, Morningstar Investment Management LLC,
David M. Blanchett, Ph.D., CFA, CFP, helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection and portfolio assignment for Morningstar Investment Management LLC. He also publishes research in a variety of industry and academic journals, and his research has received best paper awards from the CFP Board, the Financial Analysts Journal and the Journal of Financial Planning.
Founder, Sudden Money Institute
Susan 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.
RUDY E. BRANDES
Financial Advisor, Jackson Financial Management
Rudy E. Brandes, J.D., LL.M., CFP, is part of the executive management team at Jackson Financial Management, which he joined in 2015. Brandes has been in the financial services industry since 2011. He strives to leverage his tax and consulting experience to suggest creative and practical financial planning solutions for business succession, retirement, charitable and estate planning scenarios.
Vice President of Product Development, Allianz Life Insurance Company of North America
Adam Brown is responsible for building competitive annuity products while ensuring the company’s profitability targets are met and risks are understood, which includes developing risk management strategies used to support the products. In addition, Brown educates financial professionals, providing a better understanding of the risk management philosophy and strategies Allianz employs.
Principal, Senior Research Analyst, Litman Gregory
Jack Chee joined Litman Gregory in 2000 and became a principal in 2011. He is co-portfolio manager of the new Litman Gregory Masters High Income Alternatives Fund expected to launch on September 28. Chee's additional research responsibilities include asset-class analysis on the majority of fixed-income markets as well as the equity REIT market.
Chief Operating Officer, Argent Wealth Management
Dave D’Amico has over 30 years of experience in investment management, working in both the wealth and institutional asset management arenas. Damico is a member of the investment committee for Argent Wealth Management, a $1.7 billion RIA. Prior to joining Argent, he was the president and chief market strategist for Braver Wealth Management and Braver Capital Management.
Founder, Decker Retirement Planning Inc.
Brian Decker is a financial planner based in the Salt Lake City office and the author of The Decker Approach. Decker has over 30 years of asset management experience. Since becoming a fiduciary in 1995, he has created several investment models and has honed his risk management skills with a focus on investment models designed to make money in up or down markets.
Executive Vice President, Product and Business Development, Annexus
Eric Denham has 30 years of experience in the annuity and insurance industry providing product leadership, strategy development and sales support for top annuity distributors. Prior to joining Annexus in 2012, Denham spent 16 years at Wells Fargo (and predecessors First Union/Wachovia) helping to build and lead annuity product and strategy development.
THOMAS H. DUNCAN
Senior Director, Advanced Consulting Group, Nationwide
Tom Duncan, J.D., CLU, ChFC, CASL, has been with Nationwide since 2000. Duncan has written for numerous financial industry publications and is a much-requested speaker on annuity planning. His areas of specialty include annuities, IRAs, retirement income planning and estate planning.
Chief Executive Officer and Senior Financial Advisor, Better Money Decisions (B$D)
As co-owner of B$D, Lorraine Ell is excited to continue her long career as an investment professional. Solving challenging financial problems for clients is Ell’s most important role. Her international experiences, from teaching in Saudi Arabia to co-founding a marketing company in Budapest, Hungary, gives her a unique perspective in creating a better financial services firm guiding clients from multiple cultures to financial wellness for life.
DOUGLAS A. EWING
Director of Advanced Markets, Transamerica Advanced Markets Group
Doug Ewing, J.D., CFP, RICP, has more than 20 years of legal and financial services industry experience. Ewing works to provide timely and relevant guidance on the legal, tax and regulatory issues that impact financial advisors and their clients. He has been a featured speaker at hundreds of industry events, covering topics such as IRA and Roth IRA planning strategies and qualified retirement plans.
Founder and Managing Partner, Chequers Financial Management
Megan Gorman, J.D., works with high-net-worth families across the country to navigate their financial lives with sophisticated tax and financial planning strategies. Gorman is contributor to Forbes.com and Next Avenue and is regularly quoted in the Wall Street Journal, on CNBC and in other national publications.
Chief Executive Officer, Graham Strategy
Gail Graham is dedicated to helping wealth managers build brands people love. As the former chief marketing officer of United Capital, Graham led marketing and brand development from 2012 through 2016, creating an industry-leading marketing platform. Previously, she spent a decade at Fidelity Investments in both retail and institutional leadership roles, serving as executive vice president of marketing for the RIA channel.
Senior Vice President, Capital Markets and Index Solutions, Annexus
Tom Haines is responsible for index review and design at Annexus and manages the firm’s relationships with index sponsors, investment banks, asset management firms and leading academic experts. He was recently named to the Insured Retirement Institute’s Most Influential Leaders Under 40 list. Prior to joining Annexus, he led equities solutions structuring at UBS Investment Bank.
Co-Founder and Senior Partner, Hanson McClain Advisors
A 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.
RUSSELL T. HILL
Chairman and Chief Executive Officer, Halbert Hargrove Global Advisors LLC
Russ Hill received his B.A. in economics from Stanford University and his M.B.A. from the Stanford Graduate School of Business. Hill is also the chairman of the Investment Committee for MemorialCare Health Systems, the International Center for Wealth Advisory Excellence and the New Retirement Forum.
Founder And Chief Executive Officer, DPL Financial Partners
David 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.
President, SYNERGOS Financial Group
Robert 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.
Washington Editor, Financial Advisor Magazine
Tracey Longo is Financial Advisor magazine’s Washington editor. Longo is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance magazine and the Washington Post. She is the author of three books, and has taught journalism and media relations at American University’s School of Communication.
Industry Consultant, The Maselli Group
Frank Maselli is a former U.S. Army officer and a 35-year Wall Street executive. Maselli’s been a top advisor, senior manager and is now a best-selling author and renowned speaker. He brings audiences the modern skills, tools, genuine passion and joy needed to thrive in today’s profession.
Founding Principal and Senior Partner, Hanson McClain Advisors
Pat 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.
Chief Executive Officer, CircleBlack
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.
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.
Senior Editor, Financial Advisor Magazine
Dubbed a “Future Star” in 2002 by Christopher Robbins’ journalism career spans a variety of media, genres and audiences. Robbins is senior editor of Financial Advisor magazine. He has also been nationally recognized for his work as a newspaper reporter with the Watertown Daily Times. When not writing, he enjoys music, gardening and cooking.
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 for fiduciary investment advisors and their clients.
Editor-in-Chief and Editorial Director, Financial Advisor
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.
Vice President, IMO Distribution Channel, Nationwide
Mick Slyman is the vice president of the IMO distribution channel at Nationwide, where he has held various positions since he began his career there in 1988. Slyman is a registered principle with Finra, earned a B.A. from Ohio Dominican University, a Master of Science in Financial Services from The American College and a certified trainer for Dale Carnegie & Associates.
Chief Investment Officer, Sierra Investment Management
Terri Spath, CFA, CFP, is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. Spath previously served as deputy chief investment officer at Mercer Global Advisors. Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments and RSF Capital Management.
Co-Owner and President, Better Money Decisions
Kate Stalter specializes in helping clients invest to achieve the life they dream of. Stalter is the author of Don’t Let Your Money Kick The Bucket Before You Do, contributor to the Better Financial Decisions blog and host of the Better Money Decisions podcast. She is also a contributor to Forbes and US News & World Report.
Chief Executive Officer and Co-Founder, Sullivan, Bruyette, Speros & Blayney
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.
JILL M. VANTINE
Regional Sales Vice President, Brighthouse Financial Inc.
Jill M. VanTine joined Brighthouse Financial in 2017 with the responsibility of teaming with financial advisors to help meet the retirement planning needs of their clients. VanTine has 31 years of experience in the financial services industry, including roles as a financial advisor, divisional sales manager and retirement specialist for the past 16 years.
Wealth Management Advisor, Walser Wealth
Rebecca Walser, CFP, is an Investopedia Top 100 Advisor and a #1 bestselling author of her first book. Walser has combined her years of financial experience with her tax law expertise to create a different approach to building and sustaining wealth. She has built a national advisory wealth practice, under the overall umbrella of understanding coming taxation and where wealth should be built. She is a tax attorney and the author of Wealth Unbroken.
Marketing Consultant, Richard Weylman Inc.
Richard Weylman, CSP, CPAE, is a highly sought after marketing consultant in the financial services industry. Weylman draws from his lifetime of experience to help others understand the unique psychological needs of the wealthy and helps financial professionals reach wealthy prospects and grow a profitable business. He is also the author of two best-selling books.
President, Financial Planning Advisors LLC
With over 35 years of experience, Certified Retirement Counselor Michael Zmistowski is president of Financial Planning Advisors LLC, where his specialty is retirement income planning using written financial plans. Zmistowski enjoys providing the power of financial planning for his clients and his colleagues. He is well recognized as a speaker and leader in the financial planning and wealth management communities.