Bill Reichenstein, Ph.D.

Professor Emeritus of Investments · Baylor University

Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues

Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance

Bill Doyle

Vice President, Principal Analyst · Forrester Research

Digital Trends in Wealth Management

Mobile Social Usability Advice Investing

Paul Labarge

Board Chair, CATAAlliance // Founding Partner · LaBarge Weinstein LLP

Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.

IPOs Trade Mergers and Acquisitions Taxation Financing

Douglas Johnson

Managing Director · Cranganore Inc

Investment Banker and Portfolio Strategist

Emerging Markets Islamic Finance Behavioral Finance Venture Capital Cryptocurrencies

Claude Diderich

Managing Director and Owner · innovate.d llc

Dynamic, engaging speaker, with proven didactical capabilitie

Innovating in Wealth Management Investment Process Design Wealth Management Business Strategy

Micheal Burch

FCPA, FCA, CFP, Managing Partner · Welch LLP

Family Wealth Advisory Group, Associate

Income Taxation Professional Service Firm Management Leadership Audit Taxes

Jean (John) Pfeifer

Director · UBS

World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.

Private Banking Wealth Management Customer Experience Talent Management Blue Ocean Strategy

Caspar Berry

Motivational and Keynote Speaker and Trainer · Caspar Berry Ltd

Keynote and Motivational Speaker and Trainer on the subject of Risk Taking and Decision Making

Risk Decision Making Uncertainty Change Motivation

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning

Dr. Ron Dembo

Founder and CEO · Zerofootprint Software Inc.

Easily filling even the biggest shoes and still leaving no mark, the CEO of Zerofootprint developed software to reduce environmental impacts

Energy Management Carbon Measurement and Management Renewable Energy Green Buildings Enterprise Risk Management

Patrick Cote

Founding Partner · AssetGrade LLC

Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy

Bryan Wisda, CFP®

President · Summit Wealth Management of Arizona LLC

Wealth Manager to Widows & Their Families

Wealth Management for Widows

Tom Deans

Full-time Professional Speaker · Detente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

Keith Smith

Stranger Abduction Sexual Assault Survivor. Speaker on the topic of Childhood Sexual Abuse. · Author, Men in My Town

Stranger Abduction Sexual Assault Survivor. Speaker on the topic of Childhood Sexual Abuse.

5 Steps You Can Take to Keep Kids Safe The Personal and Societal Consequences of Childhood Sexual Abuse Making the Transition From Victim to Survivor Childhood Sexual Abuse : the Myth and the Reality

Ian Scarffe

Entrepreneur's Organization - Ambassador to Poland · Entrepreneurs' Organization

Business Ambassador, Entrepreneur, Founder, Consultant, Business Analyst

Entrepreneur Start-Ups Strategic Consulting

Mark Dennis

President · A1A Wealth Management, Inc.

Engaging speaker who excels at simplifying personal and small business financial topics

Retirement Income Small Business Finance Social Security

Jiliene Helman

Founder & CEO · RealtyMogul

Real Estate Crowdfunding

Real Estate Finance Crowdfunding Entrepreneurship