Keynote Speakers

Brad Arends
CEO
intellicents
Fred Barstein
JD
Founder & CEO
TRAU & TPSU
Shlomo Benartzi
Ph.D.
Professor Emeritus | Co-Inventor
UCLA Anderson School of Management | Save More Tomorrow
Scott Colangelo
Chairman, Managing Partner
Prime Capital Investment Advisors
Joseph Denoyior
President, Retirement & Wealth
HUB International
Craig Reid
CFP®, CLU®, CPFA
President & National Practice Leader, Retirement & Wealth
Marsh McLennan Agency
Jania Stout
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company

Speakers

Berta Aldrich
President
Berta Aldrich, LLC
Pam Brooks
AIF®, CPFA
Chief Executive
Oswald Financial
Glenn Dial
Vice President, Senior Retirement Strategist
American Century Investments
Frank Dumar
CEO
Cleaver Company
Matthew Eickman
J.D. AIF®
National Retirement Practice Leader
Qualified Plan Advisors
Darrell Ellisor
Senior Vice President - Retirement Practice Leader
HUB Texas at Peak Financial Group, a division of HUB International
John Faustino
AIFA®, PPC®
Head of Retirement Products
Broadridge
Sheri Fitts
Founder & CEO
Sheri Fitts & Co.
Paula Friedman
CFP®, AIF®, CPFA
Managing Principal
McLean Asset Management Corporation
Laura Garfield
Co-founder
Idea Decanter
Sharon Gottula
Co-Founder
Idea Decanter
Taylor Hammons
Head of Retirement Plans
Kestra Financial
Lorie Jones
CFP®, MBA
President | Chief Operating Officer (COO) | Financial Planning & Forecasting
Fidelis Wealth
Kristina Keck
AIF®
Vice President Retirement Plan Services
Woodruff Sawyer
Frank Lazaro
Principal
AE Marketer
Lauren Loehning
CFP ® CIMA ® AIF®
Co-Founder, CRO
Moniwell
Kelly Majdan
NBC-HWC, A-CFHC, MBA
Owner & Founder
Power Through Wellness
Daniella Moiseyev
Award-winning marketing strategist and brand leader
Independent
Janine Moore
CPFA, AIF®
Senior Vice President, Retirement Practice Leader
HUB
Alex Murgiua
CEO
RISA®
Bryan Peebles
CPFA
Managing Director
Strategic Retirement Partners
Wade Pfau
Ph.D., CFA®, RICP®
Founder | Principal, Director of Retirement Research
RISA ®| McLean Asset Management Corporation
Ivana Polonijo
PhD, AIF®
Chief Soul-utions Officer & Founder
Courageous Being Center
Apryl Pope
CFP®, CPFA®
Partner | Owner
Retirement Plan Partners, LLP | Pope Financial Planning, LLC
Jennifer Rayner
Founder
Moniwell, SPC
Christopher Roper
AIF®
Retirement Plan Consultant
Qualified Plan Advisors
Craig Rosenthal
Chief Marketing Officer, Chief Administrative Officer
Fiduciary Decisions
Jania Stout
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company
Jeanne Sutton
CFP®, CPFA, MBA
Financial Benefits Advisor
Strategic Retirement Partners
Todd Zempel
QKA, AIFA®, CPFA
Partner, Director of Retirement Plan Services
Gordon Asset Management