Renée Baker
Adjunct Professor
University of Florida

David Blanchett
David Blanchett Managing Director/Head of Retirement Research

Dr. Preston Cherry
Financial Planner
Concurrent Finanical Planning

Rob Farmer
Corporate Communications and Financial Services Marketing Leader
The Rudin Group

Dani Fava
Group Head, Poduct Innovation

Amy Florian
Corgenius Inc.

Neesha Hathi
Executive Vice President and Digital Solutions Officer
Charles Schwab

Regina Heyward
Senior Vice President, Client Communities and Sustainability
LPL Financial

Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group; Finance Professor of Practice at Creighton
University's Heider College of Business

Jeff Levine
Chief Planning Officer, Lead Financial Planning Nerd, Tax Planning Strategist
Buckingham Wealth Partners,, Holistiplan

Marcia Mantell
Mantell Retirement

Seth Miller
President of Advocacy and Administration
Cambridge Investment Research, Inc.

Rose Niang
Director of Financial Planning
Edelman Financial Engines

Larry Roth
Managing Partner
RLR Strategic Partners

Samantha Russell
Chief Evangelist

Larry Sprung
Founder & Wealth Advisor
Mitlin Financial

Helen Yang
Founder & CEO
Andes Wealth

Kate Healy
Board Chair for the Foundation for Financial Planning; former executive at TD Ameritrade Institutional