2019 Spring Conference Speakers

Angie Herbers brings over a decade of experience working with independent financial advisors. Throug...

Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. and co-founder of Whea...

Cheryl R. Holland, CFP ® is President and Founder of Abacus Planning Group, Inc., a wealth managemen...

Curt Steinhorst is the bestselling author of Can I Have Your Attention?: Inspiring Better Work Habi...

Dr. Marc Milstein specializes in taking the leading science research on human health, productivity, ...

Michael is a partner and Director of Research for Pinnacle Advisory Group. Michael E. Kitces, MSFS,...

Natalie B. Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish L...

Sarah Asebedo, Ph.D., CFP®, is an experienced researcher, teacher, and practitioner in financial pla...

Susan Bradley, CFP®, CeFT® is a recognized thought leader in Financial Transitions Planning. <br><br...

Susannah Fox helps people navigate health and technology. With clear dedication for the health care ...

Dr. Peterson provides counsel and coaching to senior leaders primarily on Wall Street and other fina...

Thomas D. Giachetti, is a shareholder at the law firm of Stark & Stark, where he chairs the Securiti...