2023 Speakers

Founder
Shaping Wealth
Founder & CEO
C3 Talent Strategies
NFL Defensive Lineman & CEO
Tampa Bay Bucaneers & Rayze
Managing Principal
AFS 401(k) Retirement Services, LLC
Founder & CEO
Sheri Fitts & Co.
Partner and COO
The Wagner Law Group
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company
Co-Founder & CEO
intellicents
Chief Executive Officer
SRP
President, Retirement & Wealth
HUB International
Chairman, Managing Partner
Prime Capital Investment Advisors
Founder
Fiduciary in a Box
CEO
RISA®
Sr. Manager
INPRS
Managing Partner
Pathlight Advisors
Vice President
RPAG
Financial Advisor/ | Retirement Plan Consultant
LPL Financial
Managing Partner
Viking Cove Institute
Director of Financial Planning & Participant Engagement
Greenspring Advisors
SVP, Business Development
GRP Financial
Retirement Plan Consultant
OneDigital
Co-Founder
Intention.ly
Chief Operating Officer
Strategic Retirement Partners
CEO
Sentinel Group
Managing Principal
McLean Asset Management Corporation
Certified Private Wealth Advisor
Advanced Strategies Group
Managing Director
Strategic Retirement Partners
VP, Retirement and Private Wealth Product
HUB International
Founder
Moniwell, SPC
Partner | Owner
Retirement Plan Partners, LLP | Pope Financial Planning, LLC
Chief Executive
Oswald Financial
Managing Director
SageView Advisory Group
Financial Advisor
Morgan Stanley
Financial Consultant
intellicents
Principal, Advisor
ZUNA & WELLretire
President
Melissa Cowan Consulting LLC
Chairman
The Mather Group
Co-Founder, CRO
Moniwell
Partner, Director - Retirement Plan Services
Shepherd Financial
Senior Advisor; Financial Coach
NFP
Owner & Founder
Power Through Wellness
Financial Consultant
intellicents
VP Business Development
401k Marketing
Vice President
WIPN
Head of Retirement and Income Solutions Content Strategy
Principal Financial Group
Director of New Relationship Development – Mid Atlantic Region
Advanced Strategies Group
Co-Founder & COO
Fiduciary In A Box
Director of Policy
Principal Financial Group
Chief Executive Officer,
Jellyvision
Vice President, Senior Retirement Strategist
American Century Investments
Vice President, Regional Retirement Consultant
American Century Investment Services
Sr. Director, Advanced Consulting Group
Nationwide Financial
Chief Marketing Officer, Chief Administrative Officer
Fiduciary Decisions
Director, DCIO Channel
John Hancock Investment Management
Senior National Accounts Manager
Capital Group | American Funds
Retirement Insights
J.P. Morgan Asset Management
President
Champion Capital Research
Practice Leader - Tax-Exempt Markets
OneAmerica
VP, Strategy & Relationship Management
Allianz Life
Senior Retirement Director
State Street Global Advisors
MD, Head of Strategic Accounts
Nuveen
Director Business Development
Transamerica
EVP
PIMCO
Consultant
PIMCO
Retirement Plan Advisor
401k Extra
VP, Investment and Product Specialist
Morningstar
Managing Director, Investments
Wells Fargo Advisors
Principal
Calvelli Consulting
Senior Relationship Manager
SageView Advisory
Principal
Ironview Capital Management
Head of Fiduciary Oversight
Head of Fiduciary Oversight
Financial Advisor
LPL Financial