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

2025 Breakout Session 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
Susan Bradley, CFP®, CeFT

Sudden Money Institute
Kurt Brewer

Brewer Law LLC
Mark Brownstein, CSA

Emerald Medicare
Rianka Dorsainvil, CFP®

YGC Wealth
Brian Edelman

FCI Cyber
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
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
Timothy Todd, Ph.D., JD

Liberty University