Keynote Speakers
Speakers
Senior Vice President - Retirement Practice Leader
HUB Texas at Peak Financial Group, a division of HUB International
CFP®, MBA
President | Chief Operating Officer (COO) | Financial Planning & Forecasting
Fidelis Wealth
Ph.D., CFA®, RICP®
Founder | Principal, Director of Retirement Research
RISA ®| McLean Asset Management Corporation