Speakers

2025 KEYNOTE SPEAKERS

FPA Retreat 2025 features thought leaders from outside the profession to help you explore reflection, build resilience, and spark revolutionary ideas.

MONDAY, APR 28

COLIN WOODARD

American Historian, New York Times Bestselling Author, Director of The Nationhood Lab at the Pell Center for International Relations and Public Policy
TUESDAY, APR 29

ELLIOTT HARRIS

Global Economics Expert, Former United Nations Chief Economist and Assistant Secretary-General for Economic Development
WEDNESDAY, APR 30

SHOHINI GHOSE

Professor of Physics and NSERC Chair for Women in Science and Engineering at Wilfrid Laurier University, CTO of the Quantum Algorithms Institute

Be on the lookout as we continue to update our roster of incredible speakers for FPA Retreat 2025. In the meantime, take a look at our 2024 speakers below.

2024 SPEAKERS

Samantha Allen

Carson Group
Meg Bartelt, CFP®, RLP, MSFP

Flow Financial Planning, LLC
Laurie Belew, CFP®

Cerity Partners
Chet Bennetts, CFP®, PhD, CLU, ChFC, RICP, CLF

The American College
Aviva Black, Masters, Education

Family Love Letters
H. Jude Boudreaux, CFP®, GFP (USA)

The Planning Center
Susan Bradley, CFP, CeFT

Sudden Money Institute
Michael A. Branham, CFP®

The Planning Center, Inc.
Kevin R. Clark, CFP®, CIMA®, EA

Highview Advisor Group
Mark P. DeFee, BCC

Mark DeFee Coaching
Samuel M. DiPietro, JD, CPA, LLM, MST

Grand Canyon University
Amy Florian, FT

Corgenius, Inc.
Tao Guo, PhD

Morningstar Investment Management LLC
Kate Healy

AdvoKate IQ, LLC
Mark P. Hurley

Digital Privacy & Protection, LLC
Elizabeth W. Jetton, M.Ed., CFP Board Emeritus®

Jetton Consulting, Financial Planning
Joey Khoury, MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®

Mission Wealth
Lisa A. Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®

Omega Wealth Management, LLC
Autumn Knutson (Campbell), CFP®

Styled Wealth
Eric T. Ludwig, PhD, CFP®

Stockbridge Private Wealth Management LLC
Nicole Madosik

Mission Wealth Management
Mark Netjes

Advyzon
Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP

Pon & Associates
Danika Waddell, CFP®, RLP, CSLP

Xena Financial Planning
Cozy Wittman

College Inside Track