SPEAKERS

Posted on

KEYNOTE SPEAKERS

MITCH ANTHONY
President, Advisor Insights Inc.
anthony
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
dychtwald
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.

ED SLOTT
President, Ed Slott and Company LLC

slottEd 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.

SPEAKERS

GREG ALBERTI
Vice President, Head of Strategic Relationship Management, Great West Financial
albertiGreg 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.

COLLEEN BELL
Senior Vice President, Fiduciary Services and Chief Fiduciary Service Officer, Cambridge Investment Group Inc.
bellColleen 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.

DAVID M. BLANCHETT
Head of Retirement Research, Morningstar Investment Management LLC, Cambridge Investment Group Inc.
blanchettDavid 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.

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.

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.

JACK CHEE
Principal, Senior Research Analyst, Litman Gregory
cheeJack 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.

THOMAS H. DUNCAN
Senior Director, Advanced Consulting Group, Nationwide
duncanTom 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.

LORRAINE ELL
Chief Executive Officer and Senior Financial Advisor, Better Money Decisions (B$D)
ellAs co-owner of B$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.

GAIL GRAHAM
Chief Executive Officer, Graham Strategy
grahamGail 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.

TOM HAINES
Senior Vice President, Capital Markets and Index Solutions, Annexus
hainesTom 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.

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.

RUSSELL T. HILL
Chairman and Chief Executive Officer, Halbert Hargrove Global Advisors LLC
hillRuss 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.

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.

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 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.

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
michel
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.

DAN MOISAND
Principal, Moisand Fitzgerald Tamayo LLC
moisand
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.

SKIP SCHWEISS
President, TD Ameritrade Trust Company
schweiss
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.

EVAN SIMONOFF
Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth Magazines
simonoff
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.

MICK SLYMAN
Vice President, IMO Distribution Channel, Nationwide
slyman
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.

GREG SULLIVAN
Chief Executive Officer and Co-Founder, Sullivan, Bruyette, Speros & Blayney
Sullivan
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.
vantine
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.

REBECCA WALSER
Wealth Management Advisor, Walser Wealth
walser
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.

RICHARD WEYLMAN
Marketing Consultant, Richard Weylman Inc.
weylman
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.