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