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Bob Rice Tangent Capital Partners, LLC
Bernie Clark Charles Schwab & Co.
Anthony Russo Addepar
David Mazza Direxion Investments
Jonathan Beatty Charles Schwab & Co.
D.J. Tierney Charles Schwab & Co.
Kathy Crowley Junxure
Yaela Shamberg InvestCloud
Amy Florian Corgenius
Emilie Neumeier Morningstar
Tim McGraw Author, Singer, Songwriter
Jason Callan Columbia Threadneedle Investments
Andre Freyer BlackRock
Drew Dornbusch JLL Income Property Trust
Lawrence Calcano iCapital Network
Jon Dauphiné Foundation for Financial Planning
Adrian Johnson Morningstar
Matthew Radgowski Morningstar
Ethan Booth Envestnet MoneyGuide
Tom Simutis Morningstar
Jon Meacham Presidential Historian and Author
Paula Shoup Charles Schwab & Co.
George Irvin AdvisorEngine
Liz Ann Sonders Charles Schwab & Co.
Jeffrey Kleintop Charles Schwab & Co.
Peter Gillespie Lazard Asset Management
Charles R. Schwab The Charles Schwab Corporation
Walt Bettinger The Charles Schwab Corporation
Nikhita Iyar Moxtra
Platon . Staff Photographer, The New Yorker
Nicholas Burns Former U.S. Under Secretary of State for Political Affairs
Amy Webb Future Today Institute
Benjamin Lee Schwab Retirement Technologies
John DiNisio Charles Schwab Bank
Theodore Enders Goldman Sachs
Brian Boulerice FS Investments
Robert Worthington iCapital Network
Emily Jipson eMoney Advisor
Hank Rosenblum Charles Schwab & Co.
Cameron Sheehan Envestnet
Brian Smedley Guggenheim Partners
Matt Brown CAIS
Audrey Berger The Richards Group
Jason Jeong The Richards Group
John Furey Advisor Growth Strategies, LLC
Jeffrey Levine
Andy Rothman Matthews Asia
David Dali Matthews Asia
Peter Stahl Bedrock
Joyce Li Matthews Asia
Michael Kitces Nerd’s Eye View / Pinnacle Advisory Group / XY Planning Network & AdvicePay
Lisa Salvi Charles Schwab & Co.
Ryan Sullivan Hartford Funds
Phil Buchanan Cannon Financial Institute
Shannon Saccocia Boston Private Wealth
Martin Small BlackRock
Brett Mossman BlackRock
Dale Yahnke Dowling & Yahnke
Wendy Hartman Buckingham Strategic Wealth
Christopher Marangi GAMCO Investors, Inc.
Travis Upton The Joseph Group
Daniel Candura Candura Group, LLC
Randy Frederick Charles Schwab & Co.
Michael Townsend Charles Schwab & Co.
William Beamer Dowling & Yahnke
Leslie Geller Capital Group
Henry Lao Mercer Global Advisors
Kim Laughton Schwab Charitable
Brett Sharkey Three Bridge Wealth Advisors
Omar Aguilar Charles Schwab & Co.
Cynthia Hayes Oculus Partners
Mark Riepe Charles Schwab & Co.
Tom Livergood Family Wealth Alliance
Greg Laurence Charles Schwab & Co.
Jay Mooreland The Emotional Investor
Stephanie Diamond Schwab Charitable
Mario J. Gabelli GAMCO Investors, Inc.
Howard F. Ward GAMCO Investors, Inc.
Matt Hostasa Goldman Sachs
James Peterson Charles Schwab Investment Advisory
Kristina Hooper Invesco
John Walsh Eversheds Sutherland, LLP
John Diehl Hartford Funds
Mark Munoz Dowling & Yahnke
Chloe McKenzie On a Wealth Kick
Kathy Jones Charles Schwab & Co.
Thomas Davis Jennison Associates
Kathy Freeman Kathy Freeman Company
Shannon O'Toole Buckingham Strategic Wealth
Sinisa Babcic Ernst & Young
Michelle Jacko Jacko Law Group, PC
David Deane Ernst & Young
Michael Arone State Street Global Advisors
Matthew Bartolini State Street Global Advisors
Nadia Roumani Stanford Center on Philanthropy and Civil Society, Effective Philanthropy Learning Initiative
Jill Matesic Charles Schwab & Co.
Gautam Khanna Insight Investment
Vincent Tiseo Goldman Sachs
Glen Johnson Family Office Exchange
Bret Magpiong Aspiriant
Sebastien Page T. Rowe Price
Christopher Dillon T. Rowe Price
Liz Young BNY Mellon Investment Management
Greg Ruppert Charles Schwab & Co.
Kara Suro Charles Schwab & Co.
David Friedman WealthQuotient
Lauren Wheeles Charles Schwab & Co.
Ray Sclafani ClientWise, LLC
Tony Parkin Charles Schwab & Co.
Andrew Salesky Charles Schwab & Co.
Brittany Kremer Charles Schwab & Co.
Mindy Diamond Diamond Consultants
Ken Harmon Henssler Financial
Jessica Karner Keegin Harrison LLP
Kelli Cruz Cruz Consulting Group
Julie Littlechild Absolute Engagement
Daniel Bernstein MarketCounsel
Brian Hamburger MarketCounsel
Megan Gorman Chequers Financial Management
Richard Green Wealth-X
Robert Conchiglia SS&C Advent
Kartik Srinivasan Charles Schwab & Co.
Schwab Technology Leadership Team Charles Schwab & Co., Inc.
Dr. Cassandra Vieten John W. Brick Foundation
Thushara Shastri Charles Schwab & Co.
Drew Keating Charles Schwab & Co.
Patrick Farnsley Riverview Capital Management
Jason Johnson Charles Schwab & Co.
Amy Mannello Charles Schwab & Co.
Gail Romano Charles Schwab & Co.
Larry Miles Adviceperiod
James Hughes Live Oak Bank
David Selig Advice Dynamics Partners
Paul Ferguson Charles Schwab & Co.
Jon Septer Charles Schwab & Co.
Liz Manibay Charles Schwab & Co.
James Gladney Portfolio Solutions
William Pearson Charles Schwab & Co.
Michelle Thetford HighTower Advisors
Megan Carpenter FiComm Partners, LLC
Charles Marston Generational Insights
Kristen Hadeed Student Maid
Michael Myers Daniels College of Business, University of Denver
Shirl Penney Dynasty Financial Partners
Nikolee Turner Charles Schwab & Co., Inc.
Adam Moseley Charles Schwab & Co.
Alan Stein, Jr. Raise Your Game
Bradley Losson Charles Schwab & Co.
Joe Duran United Capital
Jerry Cobb Charles Schwab & Co.
Scott Olivet Altamont Capital Partners
Jim McDonald Northern Trust
Bob Oros HighTower Advisors
Adam Birenbaum Buckingham Strategic Wealth
David Barton Mercer Advisors
David DeVoe DeVoe & Company
Thomas Anderson Thomas J. Anderson Enterprises
Tiffany Case Epic Retirement Plan Services
Chad Azara Professional Capital Services
Scott Cloud The Retirement Plan Company, LLC
John Blossom ABG Retirement Plan Services
Tony Cousins Pyrford International, a part of BMO Global Asset Management
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