Keynote Speaker
Tim Maurer,
@, RLP@
Signature FD
Cohort Leaders
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Cynthia Alvarez Bisonó, CFP®, MPAS™, SE-AWMA™
Patrimonial Group
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Rich Arzaga, CFP®, CCIM
The Real Estate Whisperer Financial Planning
-
Stephanie Bogan
Limitless Advisor Coaching
-
Carlisha Bradley, MPA
Amplify for Women
-
Susan Bradley, CFP®, CeFT
Sudden Money Institute
-
Kurt Brewer
Brewer Law LLC
-
Mark Brownstein, CSA
Emerald Medicare
-
Brian Edelman
FCI Cyber
-
Gabriel Garcia
SEI
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Jessica Goedtel, CFP®, EA
Pavilion Financial Planning
-
Vincent Guyaux
Buckler
-
Derek Hagen, CFP®, CFT™, FBS®, CFA, CIPM
Money Quotient
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Gary Hallet, CM&AP, M&AMI
Gateway Business Advisors
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Kristin Harad, CFP®
Full Advisor Coaching
-
Michael Haubrich, CFP®, CSA
Financial Service Group
-
Stuart Heckman, CFP®, Ph.D., CFA
Texas Tech University
-
Jared Jones, CFP®, CIMA, RLP, CeFT
Omega Wealth Management
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Richard Kahler, CFP®, CFT, CeFC
Kahler Financial Group, Inc
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Lisa Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®
Omega Wealth Management, LLC
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Michael Kothakota, Ph.D.
WolfBridge Wealth
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James Lee, CFP®, CRPC®, AIF®
Lee Investment Management
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Craig Lemoine, Ph.D., CFP®
University of Illinois Champaign - Urbana
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Hannah Moore, CFP®
Guiding Wealth
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Amy Mullen, CFP®
Money Quotient, Inc.
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Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP
Pon & Associates
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Matt Reiner, CFA, CFP®
Capital Investment Advisors
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Kylie Riebe
Dimensional Fund Advisors
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Timothy Todd, Ph.D., JD
Liberty University
Speakers
-
Cynthia Alvarez Bisonó, CFP®, MPAS™, SE-AWMA™
Patrimonial Group
-
Rich Arzaga, CFP®, CCIM
The Real Estate Whisperer Financial Planning
-
Stephanie Bogan
Limitless Advisor Coaching
-
Carlisha Bradley, MPA
Amplify for Women
-
Susan Bradley, CFP®, CeFT
Sudden Money Institute
-
Kurt Brewer
Brewer Law LLC
-
Mark Brownstein, CSA
Emerald Medicare
-
Brian Edelman
FCI Cyber
-
Gabriel Garcia
SEI
-
Jessica Goedtel, CFP®, EA
Pavilion Financial Planning
-
Vincent Guyaux
Buckler
-
Derek Hagen, CFP®, CFT™, FBS®, CFA, CIPM
Money Quotient
-
Gary Hallet, CM&AP, M&AMI
Gateway Business Advisors
-
Kristin Harad, CFP®
Full Advisor Coaching
-
Michael Haubrich, CFP®, CSA
Financial Service Group
-
Stuart Heckman, CFP®, Ph.D., CFA
Texas Tech University
-
Jared Jones, CFP®, CIMA, RLP, CeFT
Omega Wealth Management
-
Richard Kahler, CFP®, CFT, CeFC
Kahler Financial Group, Inc
-
Lisa Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®
Omega Wealth Management, LLC
-
Michael Kothakota, Ph.D.
WolfBridge Wealth
-
James Lee, CFP®, CRPC®, AIF®
Lee Investment Management
-
Craig Lemoine, Ph.D., CFP®
University of Illinois Champaign - Urbana
-
Hannah Moore, CFP®
Guiding Wealth
-
Amy Mullen, CFP®
Money Quotient, Inc.
-
Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP
Pon & Associates
-
Matt Reiner, CFA, CFP®
Capital Investment Advisors
-
Kylie Riebe
Dimensional Fund Advisors
-
Timothy Todd, Ph.D., JD
Liberty University