2026 Speakers
Keynote
Mohamed Farag
Lead, Applied Generative AI (AGAI) Group
Carnegie Mellon University
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
John O'Connell
Founder and CEO
The Oasis Group
Samantha Russell
Chief Evangelist
FMG Suite
Speaker
Matt Ackermann
Chief Content Officer
Integrated Partners
Erik Allison
Managing Partner
Wealth Vision
Leanne Ball
Senior Vice President, Data & Analytics
Carson Group
Joel P. Bruckenstein
President
Technology Tools for Today (T3)
Anna Chaiken
Vice President
Ritholtz
Stephen Chien
Vice President
LPL Financial
Thomas Clawson
Founder
Pageport
Stuart Feld
Chief AI Officer
Raymond James
Angela Giombetti
Chief Marketing Officer
Wealthspire Advisors
Brian Green
Chief Product Officer
Merit Financial Advisors
Deana Lewis
Chief Marketing Officer
The Mather Group
Joe McCuine
President, Principal
Modera Wealth Management
Hannah Moore
Founder and CEO
Amplified Planning
Rob Nelson
CEO & Founder
NorthRock Partners
Mac O'Brien
Chief Growth Officer
Rothschild Wealth Partners
Brian Portnoy, CFA, PhD
Founder & CEO
Shaping Wealth
Suzanne Siracuse
Founder and CEO
Suzanne Siracuse Consulting
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.
Oleg Tishkevich
Founder and CEO
Invent
Brian Wallheimer
Editor-in-Chief
Financial Planning