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KEYNOTE SPEAKERS

FPA Retreat 2023 features thought leaders from outside the profession to help you explore thinking and practices that can shape your business and your role as a financial planner.

  • Tuesday

    Alexa Clay

    Alexa Clay

  • Wednesday

    Ken Headshot

    Ken Gronbach

  • Thursday

    karla Starr

    Karla Starr

SPEAKERS

  • Denise Appleby

    Denise Appleby,

    MJ, APA, AKA ,CISP, CRC, CRPS, CRSPS,CRSPSP, APA

    Appleby Retirement Consulting, Inc.

  • Ashish Bhagwanjee

    Ashish Bhagwanjee

    Dimensional Fund Advisors

  • Susan Bradley

    Susan Bradley,

    CFP, CeFT

    Sudden Money Institute

  • Kellan Brown

    Kellan Brown

    Finance of America Reverse

  • Elissa Buie

    Elissa Buie,

    CFP®

    Yeske Buie

  • Diana Cabrices

    Diana Cabrices

    Diana Cabrices Consulting

  • Autumn K. Campbell

    Autumn K. Campbell,

    CFP®

    Facet Wealth

  • Jacqueline Campbell

    Jacqueline Campbell

    Alexander Legacy Private Wealth Management

  • John W. Cullum

    John W. Cullum,

    CFP®

    American Heart Association

  • Julie Fortin

    Julie Fortin,

    CFP®, FBS®, CeFT®

    Northstar Financial Planning

  • Fred Hanish

    Fred Hanish

    FP Transitions

  • Stuart J. Heckman

    Stuart J. Heckman,

    PhD, CFP®

    Kansas State University

  • Jamie Hopkins

    Jamie Hopkins,

    ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

    Carson Group

  •  Marlis Jansen

    Marlis Jansen,

    LMFT, FBS

    Graddha LLC

  • Sindhu Joseph

    Sindhu Joseph,

    CEO

    CogniCor

  • Barbara Kay

    Barbara Kay,

    MA, LPC, RCC, TIPC

    Barbara Kay Coaching

  • Annalee Kruger

    Annalee Kruger,

    LBSW, MBA

    Care Right Inc.

  • James Lee

    James Lee,

    CFP®, CRPC®, AIF®

    Lee Investment Management

  • Craig Lemoine

    Craig Lemoine,

    PhD, CFP®

    University of Illinois Champaign - Urbana

  • Meghaan Lurtz

    Meghaan Lurtz,

    PhD

    Kansas State University

  • Dan Moisand

    Dan Moisand,

    CFP®

    Moisand Fitzgerald Tamayo, LLC

  • Amy N. Mullen

    Amy N. Mullen,

    CFP®

    Money Quotient

  • Christian Nwasike

    Christian Nwasike,

    MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™

    Practice Management Consultants LLC

  • Mark Paulson

    Mark Paulson

    Allianz Investment Management

  • Courtney Pullen

    Courtney Pullen,

    M.A.

    The Pullen Consulting Group

  •  Kevin Reed

    Kevin Reed

    Morningstar, Inc.

  • Todd Reesing

    Todd Reesing

    Dimensional Fund Advisors

  • Tim Rembowski

    Tim Rembowski

    DPL Financial Partners

  • Don St. Clair

    Don St. Clair,

    CFP®, AIF®, ChSNC®, CCFC

    St. Clair Financial

  • Kacie Swartz

    Kacie Swartz,

    CFP®, CIMA®

    Black Barn Financial

  • Corliss Taylor, JD, MBA, CTFA

    Corliss Taylor,

    JD, MBA, CTFA

    Raymond James Financial, Inc.

  •  Timothy M. Todd

    Timothy M. Todd,

    PhD, JD

    Liberty University School of Law

  • Sam Ushio

    Sam Ushio

    Connect3x

  • Dave Yeske

    Dave Yeske,

    DBA, CFP®

    Yeske Buie

  • Daniel Zajac

    Daniel Zajac,

    CFP, EA, CLU

    Zajac Group