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Speakers

Sonya Dreizler

Co-founder, Choir

See Sonya speak on Thursday May 5th

Richard Duff, JD

Portfolio Manager, Managing Partner - Redwood Investment Management

See Richard speak on Thursday, May 5th

Mary Rose Eagan

Director of Experience, Snappy Kraken

See Mary Rose speak on Friday, May 6th

Tim Franklin, CFP® CKA® CWS® AIF®

Franklin Wealth Advisors, Inc.

See Tim speak on Thursday, May 5th

Angel Gonzalez

Chief Marketing Officer, Snappy Kraken

See Angel speak on Thursday, May 5th

Matt Halloran

Co-Founder and Chief Relationship Officer, ProudMouth

See Matt speak on Thursday, May 5th

Brian Hamburger

President & CEO, MarketCounsel | HamburgerLaw

See Brian speak on Thursday, May 5th

Sheryl Hickerson

CEO, Females and Finance

See Sheryl speak on Thursday, May 5th

Alicia Howard

Chief Operating Officer, Snappy Kraken

See Alicia speak on Thursday, May 5th

Patrice Kelly

Chief Creative Officer, Snappy Kraken

See Patrice speak on Thursday, May 5th

Manish Khatta

Chief Executive Officer and CIO, Potomac Fund

See Manish speak on Thursday, May 5th

Aaron Klein

Chief Executive Officer, Riskalyze

See Aaron speak on Friday, May 6th

Peter Lazaroff, CFA, CFP®

Chief Investment Officer, Plancorp

See Peter speak on Thursday, May 5th

Brian Leitner

Head of Mariner Platform Solutions

See Brian speak on Thursday, May 5th

Josh Leonard

Vice President & Financial Advisor, Leonard Advisory Group

See Josh speak on Thursday, May 5th

Coach Joe Lukacs

Founder, Magellan Mastermind & Network

See Joe speak on Thursday, May 5th

Francesca McLin

Chief Content Officer, Snappy Kraken

See Francesca speak on Thursday, May 5th

Vincent Munno, CFP®, CLU®

President & CEO, Universal Financial Consultants

See Vincent speak on Thursday, May 5th

Matt Neuman

Chief Strategy Officer, Advisors Excel

See Matt speak on Thursday, May 5th

Christopher Norton

Chief Marketing Officer, Potomac Fund

See Christopher speak on Thursday, May 5th

Shawna Ohm

Founder, Content 151

See Shawna speak on Thursday, May 5th

Penny Phillips

President & Co-Founder, Journey Strategic Wealth

See Penny speak on Friday, May 6th

Tina Powell

CEO, C-Suite Social Media

See Tina speak on Thursday, May 5th

Carl Richards

The Society of Advice

See Carl speak on Friday, May 6th

Stephanie Sager

Advisor Marketing Lead, Orion Advisor Technology

See Stephanie speak on Friday, May 6th

Abby Salameh

Chief Marketing Officer, CAIS

See Abby speak on Thursday, May 5th

Johnny Sandquist

CEO & Founder, Three Crowns Copywriting and Marketing

See Johnny speak on Thursday, May 5th

Taylor Schulte, CFP®

Founder & CEO, Define Financial

See Taylor speak on Thursday, May 5th

Ryan Shanks

Co-Founder & CEO, FA Match

See Ryan speak on Thursday, May 5th

Rusty Shelton

Publisher and Senior Marketing Strategist, ForbesBooks

See Rusty speak on Thursday, May 5th

Akshay Singh

President & CEO, IndyFin

See Akshay speak on Thursday, May 5th

Conner Small

Head Advisor Analyst, Redwood Investment Management

See Conner speak on Thursday, May 5th

Christa Spencer

SVP Marketing & Communications, Mariner Wealth Advisors

See Christa speak on Thursday, May 5th

Anthony Stich

Chief Operating Officer, NaviPlan

See Anthony speak on Thursday, May 5th

Marie Swift

President and CEO, Impact Communications, Inc.

See Marie speak on Thursday, May 5th

Charlie Van Derven

President, Social Advisors

See Charlie speak on Thursday, May 5th

Kelly Waltrich

Co-Founder, Intention.ly

See Kelly speak on Thursday, May 5th

Lindsay Warden

Creative Director, Snappy Kraken

See Lindsay speak on Thursday, May 5th

Timothy D. Welsh, CFP®

President, Nexus Strategy

See Timothy speak on Thursday, May 5th

Jason Wenk

Chief Executive Officer, Altruist

See Jason speak on Friday, May 6th

Megan Whittaker

Program Manager, Snappy Kraken

See Megan speak on Thursday, May 5th

Mike Yebio

VP of Sales, Snappy Kraken

See Mike speak on Thursday, May 5th

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