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