Keynote Speakers

JD
Founder & CEO
TRAU & TPSU
Ph.D.
Professor Emeritus | Co-Inventor
UCLA Anderson School of Management | Save More Tomorrow
Chairman, Managing Partner
Prime Capital Investment Advisors
President, Retirement & Wealth
HUB International
CFP®, CLU®, CPFA
President & National Practice Leader, Retirement & Wealth
Marsh McLennan Agency
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company

Speakers

President
Berta Aldrich, LLC
AIF®, CPFA
Chief Executive
Oswald Financial
J.D. AIF®
National Retirement Practice Leader
Qualified Plan Advisors
Senior Vice President - Retirement Practice Leader
HUB Texas at Peak Financial Group, a division of HUB International
AIFA®, PPC®
Head of Retirement Products
Broadridge
Founder & CEO
Sheri Fitts & Co.
CFP®, AIF®, CPFA
Managing Principal
McLean Asset Management Corporation
Co-founder
Idea Decanter
Co-Founder
Idea Decanter
Head of Retirement Plans
Kestra Financial
CFP®, MBA
President | Chief Operating Officer (COO) | Financial Planning & Forecasting
Fidelis Wealth
AIF®
Vice President Retirement Plan Services
Woodruff Sawyer
Principal
AE Marketer
NBC-HWC, A-CFHC, MBA
Owner & Founder
Power Through Wellness
Award-winning marketing strategist and brand leader
Independent
CPFA, AIF®
Senior Vice President, Retirement Practice Leader
HUB
CEO
RISA®
CPFA
Managing Director
Strategic Retirement Partners
Ph.D., CFA®, RICP®
Founder | Principal, Director of Retirement Research
RISA ®| McLean Asset Management Corporation
PhD, AIF®
Chief Soul-utions Officer & Founder
Courageous Being Center
CFP®, CPFA®
Partner | Owner
Retirement Plan Partners, LLP | Pope Financial Planning, LLC
AIF®
Retirement Plan Consultant
Qualified Plan Advisors
Chief Marketing Officer, Chief Administrative Officer
Fiduciary Decisions
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company
CFP®, CPFA, MBA
Financial Benefits Advisor
Strategic Retirement Partners
QKA, AIFA®, CPFA
Partner, Director of Retirement Plan Services
Gordon Asset Management