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Speakers

FPA RETREAT 2025

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

    Woodard-Colin-Headshot

    COLIN WOODARD

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

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  • TUESDAY, APR 29

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    ELLIOTT HARRIS

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

2025 Breakout Session Speakers

  • AlvarezBison-Cynthia

    Cynthia Alvarez Bisonó, CFP®, MPAS™, SE-AWMA™

    Patrimonial Group

  • Argaza-Rich-1

    Rich Arzaga, CFP®, CCIM

    The Real Estate Whisperer Financial Planning

  • Bogan-Stephanie

    Stephanie Bogan

    Limitless Advisor Coaching

  • Bradley-Carlisha

    Carlisha Bradley, MPA

    Amplify for Women

  • Bradley-Susan

    Susan Bradley, CFP®, CeFT

    Sudden Money Institute

  • Brewer-Kurt

    Kurt Brewer

    Brewer Law LLC

  • Brownstein-Mark

    Mark Brownstein, CSA

    Emerald Medicare

  • Edelman-Brian

    Brian Edelman

    FCI Cyber

  • Garcia-Gabriel

    Gabriel Garcia

    SEI

  • Goedtel-Jessica

    Jessica Goedtel, CFP®, EA

    Pavilion Financial Planning

  • Guyaux-Vincent

    Vincent Guyaux

    Buckler

  • Hagen-Derek

    Derek Hagen, CFP®, CFT™, FBS®, CFA, CIPM

    Money Quotient

  • Gary 4

    Gary Hallet, CM&AP, M&AMI

    Gateway Business Advisors

  • Harad-Kristin

    Kristin Harad, CFP®

    Full Advisor Coaching

  • Haubrich-Michael

    Michael Haubrich, CFP®, CSA

    Financial Service Group

  • Heckman-Stuart-1

    Stuart Heckman, CFP®, Ph.D., CFA

    Texas Tech University

  • Jones-Jared

    Jared Jones, CFP®, CIMA, RLP, CeFT

    Omega Wealth Management

  • Kahler-Richard

    Richard Kahler, CFP®, CFT, CeFC

    Kahler Financial Group, Inc

  • Kirchenbauer-Lisa (1)

    Lisa Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®

    Omega Wealth Management, LLC

  • Kothakota-Michael

    Michael Kothakota, Ph.D.

    WolfBridge Wealth

  • Lee-James (1)

    James Lee, CFP®, CRPC®, AIF®

    Lee Investment Management

  • Lemoine-Craig

    Craig Lemoine, Ph.D., CFP®

    University of Illinois Champaign - Urbana

  • Moore-Hannah

    Hannah Moore, CFP®

    Guiding Wealth

  • Mullen-Amy

    Amy Mullen, CFP®

    Money Quotient, Inc.

  • Lawrence Pon

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

    Pon & Associates

  • Reiner-Matt (1)

    Matt Reiner, CFA, CFP®

    Capital Investment Advisors

  • Riebe-Kylie

    Kylie Riebe

    Dimensional Fund Advisors

  • Todd-Timothy (3)

    Timothy Todd, Ph.D., JD

    Liberty University