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17

The Unconferencey Conference
Dallas, Texas
August 28-31, 2017
Featured Speakers
We've lined up some industry heavyweights to give you the inspiration and education you need to find success in financial planning
  1. Managing Director
    Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View. Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession.
  2. Managing Director
    Mitch Anthony is the founder & president of Advisor Insights & the Financial Life Planning Institute. For almost two decades, Mitch has provided training & development for both individual advisors & major organizations throughout the world. He has been named one of the industry's top "Movers & Shakers". Mitch is a sought-after expert for the media, & a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch & in the Journal of Financial Planning. His original comic strip "Stanley Brambles, CFG (Certified Financial Guru)" has appeared monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide. Mitch is also the author of many groundbreaking books, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one "must-read" book for financial professionals.
  3. Managing Director
    Alan Moore, MS, CFP® is the co-founder of the XYPN, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first & only compliant payment processor for financial advisors. He is passionate about helping financial planners start & grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, & was the 1st recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, & has been quoted in publications including The Wall Street Journal, Forbes & The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
  4. Managing Director
    Andre Novaes, CFP®, is the founder of LifeFP, which aims to transform the lives of 1 million Brazilians despite the fact that, he says, "99% of the population never, ever heard about financial planning!" In 2007, he launched LifeFP. a booming company with over 50 financial planners with sights set on growing to 100 planners by December of 2019. With about 70% of his clients under the age of 35, his advice about gearing financial planning toward young families is especially relevant. Last year, his team launched a successful digital platform, LIFE Academy. In just over 6 months, the platform enrolled over 2,000 students in an online program for financial planning. Hear Novaes’ inspiring story in his keynote presentation, Scaling Up.
  1. Farnoosh-Torabi
    At 22, Farnoosh Torabi was over $30,000 in debt, making $18 an hour and living in New York City, the most expensive city in the United States. A case study of the American dream, Farnoosh turned adversity into gold. Her first book, You’re So Money – Live Rich Even When You’re Not, was published in 2008 and propelled her to become one of the most revered financial gurus of our time. She began making regular appearances on the NBC Today Show and ABC’s Good Morning America and writing for several top magazines including Glamour, Marie Claire and O, The Oprah Magazine. She played coach to struggling Americans on SoapNet’s reality series Bank of Mom and Dad and on TLC’s makeover program, REAL SIMPLE. REAL LIFE. She also served up financial inspiration on Yahoo!'s Financially Fit, reaching millions daily. And she was just getting started.
  2. Anna Sergunina
    Anna Sergunina is a Certified Financial Planner at MainStreet Financial Planning, Inc, nation's largest fee-only, hourly/project-based financial planning business, with 6 offices in 4 states, with a mission to help clients make Smart Financial Decisions. Anna is the creator of the Financial Wellness program, Money@Work, designed to provide affordable financial planning services to private and intuitional clients as an employee benefit. In addition to her financial planning business, Ms. Sergunina is the creator of Money-Library.com, a platform for a variety of different personal finance related shows, articles and the highly praised 2-minute podcast, Daily Juice. Consider Money Library "A Resource for All Things Money". Also, Anna is an Instructor on Udemy for her New Ager Personal Finance Course, as well as her flagship personal finance management system: Money Flow.
  3. Travis Brewer
    Travis Brewer, CFP®, VP, Business Consulting, TD Ameritrade Institutional, Business Planning and Firm Strategy As a business consultant with TD Ameritrade Institutional (TDAI), Travis consults with advisors on various practice management areas such as human capital, operational efficiency, client experience, and firm strategy. Prior to joining TD Ameritrade Institutional in February of 2016, Travis worked at HD Vest Financial Services, an independent Broker/Dealer based in Irving, TX. During his 17 years at HD Vest, he managed an advisor training program and consulted with advisors looking for guidance on planning and executing a succession strategy. Travis grew up on, and continues to be involved with, a farm and ranch in southwest Oklahoma. Travis is a graduate of Oklahoma City University. When not working, he enjoys time with his wife and their three children, ages seven, four, and the youngest who turns two in December.
  4. Shawn Tydlaska
    Shawn Tydlaska is a CFP Pro and is dedicated to empowering young professionals (ages 25-45) to understand and take control over their financial lives. In May of 2016, Shawn launched Ballast Point Financial Planning, a fee-only firm to provide his clients peace of mind around money so they can focus on the things they love in their lives. Shawn holds a BA in Economics with a minor in Education from UCLA and an MBA from the University of Michigan Ross School of Business. Shawn lives in the Bay Area with his wife Jen and dog Coop.
  1. Managing Director
    Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. She has provided award-winning student loan education and consultation for universities, associations and professional advisors since 2006 and is sought after for her sophisticated knowledge and accessible teaching style. Widely recognized as an expert source of information, Ms. Jarvis has advised congressional committee members and administrative officials on issues affecting student loan borrowers since 2005. Ms. Jarvis recently completed service on the American Bar Association’s Task Force on Financing Legal Education. She graduated cum laude from Duke University School of Law.
  2. Managing Director
    Kaya Ladejobi is a Certified Financial Planner who started her financial services career approximately 10 years ago serving high net-worth clients at one of the most prestigious firms in the industry. While she loved working with high net-worth clients, her ultimate passion is to provide the same duty of care, service, and expertise to high-achieving professionals who aren't rich yet. In her spare time, she enjoys traveling internationally with her husband and son, reading all things non-fiction, and discovering new restaurants in the NYC area. Her professional and academic qualifications include: CERTIFIED FINANCIAL PLANNER certification Series 65, Uniform Investment Advisor Law Exam MBA, Cornell University, Johnson Graduate School of Management, Ithaca, NY B.S in Finance, University of Maryland, College Park, MD
  3. Managing Director
    Joe Messinger, CFP®, ChFC®, CLU®, is a partner and Director of College Planning at Capstone Wealth Partners (capstonewealthpartners.com). He is widely recognized as a trusted authority in the area of college planning and funding, and is frequently asked to speak to professional groups and parents to demystify the college financial aid process. He created the College Pre ApprovalTM 3 step process to eliminate the stress & anxiety families have around paying for college. Through his work with Capstone College Partners (capstonecollegepartners.com) he is raising the bar in college funding advice and is on a mission to empower financial planners with the education and tools they need to help families beat the high cost of college.
  4. Katie Brewer
    Katie Brewer, CFP® is a financial coach to bread-winning women and other professionals of Gen X & Y and the president of Your Richest Life. She has accumulated over 10 years of experience working with clients and their money. Katie has been quoted in articles in Money, The New York Times, Forbes, and Real Simple. She regularly speaks to groups and writes about financial planning topics. She is based in the Dallas, TX area, but works with clients all over the country virtually.
  5. Kate Healy
    Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen & Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support & resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee. Healy is widely recognized as a leading advocate for the next generation of planners, for women advisors & the financial planning profession. In 2016, Investment Advisor named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in '15. A year later Investment Advisor put Healy on its annual list of the 25 most influential people in the industry. Additionally, she was TDA's 2014 Impact Award winner for Diversity & Inclusiveness.
  6. Dan Andrews
    Dan Andrews, the Leader and CERTIFIED FINANCIAL PLANNER™ of Well-Rounded Success, enjoys guiding and encouraging millennials through their 'adulting' responsibilities. His behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.
  7. Gretchen Behnke
    Gretchen Behnke is a career-changer who founded Pearl Financial Planning LLC in 2016. After a successful corporate career in IT Management, she started her own business to help others the way her fee-only planner helped her. She works with mid-career professionals to feel more involved and confident about their financial lives. She specializes in working with her former corporate coworkers. It’s fun having them as clients. Gretchen holds an MBA in Finance and passed the CFP exam in March 2015. She works virtually and from her office in the North Dallas area. Beyond financial planning, she is a graphic design hobbyist, Meals on Wheels volunteer, Schnauzer-owner, and cocktail enthusiast.
  8. Amy Irvine
    Amy Irvine, CFP®, EA, CASL®, MPAS® founded Irvine Wealth Planning Strategies with a passion to work with people in a holistic financial planning capacity. She offers on-going financial advice that includes an investment strategy, but does not start with one. She has over 20-years of experience ranging from trust and estate administration, actuarial and retirement plan administration, compliance and operations, and her favorite, financial coaching. She believes life is a precious gift and there should be a balance between now and the future. "It's my primary goal to learn about my clients biggest passions, so that suggestions and recommendations can support those passions. We don't know how long we will be on this earth, so we need to plan for the present, the future, and the in-between." Amy and her husband practice that motto by living half the year in the finger-lakes wine country of New York State, and half the year in sunny Florida so that she can where flip-flops all year round.
  9. Managing Director
  10. Breanna Reish
    Breanna Reish, CFP® is the Founder of Wealth of Confidence, a women's wealth firm in sunny Southern California. After working with clients for 9 years, she decided to build a firm in order to create an inviting environment where women are encouraged to discuss their money without judgment, to learn about their investments in a way they enjoy, and to become more comfortable managing their money with confidence.
  1. Jennifer Pritchard
    Jennifer Pritchard has been working for 4 RIAs as a virtual associate advisor since May of 2016. She has a degree in Personal Financial Planning from Texas Tech University and holds the Certified Financial Planning (CFP) designation. She is also on the board of the Financial Planning Association of Houston where she oversees events for the Nexgen group. As a virtual associate advisor, Jennifer has many tasks including attending client meetings, preparing client deliverables, data gathering and data entry, and developing efficient and scalable processes. She has created workflows and communication systems among the 4 planners so that they can work efficiently and are able to scale their businesses. She oversees the implementation of the processes and ensures that everything is running smoothly.
  2. Deborah Meyer
    Deborah Meyer, CPA, CFP® is a fee-only financial planner in greater Saint Louis and founder of WorthyNest.  Her professional mission is to educate and empower families to make great financial decisions.  She is a proud member of XY Planning Network, NAPFA, the AICPA, Ellevate Network, and Brazen Power Growth Groups. Deb is also a contributor to Kiplinger and Investopedia's Advisor Insights. Deb Meyer's career began in public accounting at big 4 firm Deloitte. She assisted small business owners and families with tax compliance and consulting needs.  Thereafter, Deb served families of significant wealth for nearly seven years at Matter Family Office. She became an entrepreneur in 2014 with the launch of SV CPA Services.
  3. Meg Bartelt
    Meg Bartelt, CFP®, MS, is the founder and president of Flow Financial Planning, LLC, a financial planning firm that helps women in tech cultivate financial and professional strength. The tech industry provides wonderful financial opportunities: high salaries, great employee benefits, stock compensation, and so on. But it can also be a hard place for women to succeed. Meg understands the importance of career success to her clients' financial success. So she focuses not only on her clients' finances, but also on strategies for growing their careers...which in turn creates better financial opportunities. Prior to becoming a financial planner, Meg worked in the software industry in the San Francisco Bay Area for over 10 years.
  4. Philip Olson
    Philip Olson and his wife Julia co-Founded "The Art of Finance" - A fee-only planning firm for helping artists and creatives take charge of their finances. Philip's background is in theater and public performance (UT Graduate Theater & Dance). He worked as a struggling actor and theater teacher for years before gaining an internship at Metlife Securities. Philip and Julia use their creative background to create education videos for online, blogging, and educational speaking events.
  1. Helen-Ngo
    Helen Ngo, CFP® is the CEO and Founder of Capital Benchmark Partners, LLC, an independent financial advisory firm based in Atlanta, GA. Her primary focus is to empower women entrepreneurs and Millennials by providing the proper tools and strategic planning techniques to help them become financially minded and independent in order to take full control of their lives. Having nearly ten years of experience in the industry, she has a unique style and approach to business and has been able to expand her firm to accommodate clients nationally and overseas. Moreover, she is deeply passionate about bringing more women advisors into the industry. Helen is often featured in major financial news outlets including CNBC, NerdWallet, and Investor’s Business Daily.
  2. Jason-Howell
    Jason Howell is President of Jason Howell Company (JHCo.), a fiduciary wealth management firm for politicos or people who run for political office. He is also an adjunct professor of personal finance at American University’s Kogod School of Business. As a former United States Congressional candidate and has been featured as both an independent political strategist and an established financial expert on the local ABC affiliate. In 2013 he was honored by George Mason University as one of the 20 Prominent Patriots in business and was the distinguished alumnus speaker for the 2015 School of Business graduating class. He shares his home with a beautiful and patient wife, two daughters and 1990’s era “modern rock.” Chris Cornell #NeverForget.
  3. Jennifer-Harper
    Jennifer Harper is the Founder and Director of Bridge Financial Planning. She also started the financial education non-profit, Common Cents Financial Literacy, Inc. to help high school and college students have a good head start on personal finances. After leaving the financial services industry in 2013, she realized financial planning really was her calling and built a better business model to serve her clients with help from XYPN. With no regrets, she's still learning and growing, and happy to moderate the panel on "How to Survive the First Year."
  4. Lauryn Williams
    Lauryn Williams is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Summer and Winter Olympic Games. Only 5 people in the world have accomplished this milestone. Now stepping into financial coaching her company, Worth Winning, is a fee-only, completely virtual, comprehensive financial planning firm focused on serving millennials and professional athletes.
  1. Jennifer Mastrud
    Jennifer Mastrud is tasked with sharing the movement at XYPN as Director of Marketing. Her expertise is in branding, marketing, and public relations. She’s as passionate about the XYPN message as she is about innovating new ways to share it. Before joining XYPN, Jen accumulated several years of experience representing national brands in diverse sectors including technology, gaming, TV, and education. She’s based in Minnesota, but travels frequently to warm up.
  2. Stephen Alred
    Stephen Alred first joined XYPN as a member. After working with the team on smaller projects, he was hooked. He now serves as the Director of Advisor Success. He’s worked with multiple companies inside and outside of the financial services industry, specifically in helping them design their marketing and technology strategies. When he’s not working, you can find Stephen in Atlanta, GA attending a startup event, reading a book at a random coffee shop, or diving into new experiences with his wife Erin.
  3. Arlene Moss
    Arlene Moss gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. Through XYPN Academy and , one-on-one coaching you will get the support you need to grow your business and overcome the challenges that come your way. When not motivating clients, and cooking up new ideas to help XYPN member success, you can find Arlene on her road bike, or trying to master the art of tandem cycling without destroying her marriage. In the winter months, she gets to the ski slopes as much as possible, hunting hidden bits of fresh powder amid the trees of Breckenridge.
  4. Scott Gill
    Scott Gill is a licensed Securities Principal with experience in both RIA and broker-dealer compliance. He began his financial services career in 2006 as a Registered Representative with E*Trade Financial in Alpharetta, GA. He has also worked with J.P. Morgan Private Banking in Chicago, IL and with Wells Fargo Advisors in Chapel Hill, NC. Scott’s most recent role before joining Team XYPN was as Compliance Officer of Carolinas Investment Consulting, in Charlotte NC. He’s a graduate of The University of North Carolina at Chapel Hill and holds FINRA Series 63, 65, 24, 4 and 53 Licenses. Scott lives in Charlotte NC with his wife Meredith, and their two Sons Tyson and Jackson. In his free time, Scott enjoys watching sports, exercising, and operating the charitable organization he created upon his father’s passing.
  1. Managing Director
    Sara Stanich, CFP®, CDFA™ is founder of The Stanich Group, a fee-only registered investment adviser in New York City. Her firm provides financial planning advice and investment management to corporate executives, as well as consulting services regarding the financial issues of divorce. Sara has 10 years of experience working in the financial industry, which followed 12 years in marketing roles and an MBA from New York University. She is a frequent source for the financial press and a board member of the Family & Divorce Mediation Council of Greater NY.
  2. Managing Director
    Kenneth Klabunde, MS, CFP(R), is the founding principal and chief investment officer of Precedent Asset Management and has been serving clients with coordinated financial planning and investment management for over 20 years. Kenneth launched Precedent AM in 2013 and began building the systems and processes to insource portfolio management within a financial planning-focused firm and to make the delivery of these services turnkey for clients. He is frequently called on to assist firms in designing their own customized portfolio management processes and integrating financial planning and investment management services.
  3. Managing Director
    Carolyn McRae is a professional marketer with more than five years experience helping small businesses reach their growth goals. Her approach to marketing is both creative and analytical; helping people achieve a creative flow that’s unique and exciting, while using tracking and metrics to learn what actually works for their business. Today she’s a full-time marketer based in Boston, feeling honored and excited to step into the XY Planning Network as a Marketing Coach. Outside of work she enjoys volunteering with elderly, making videos, and traveling with her friends and family.
  4. Managing Director
    His father was a hippie, so naturally JD Bruce became a CPA. Being a hippie criminal defense attorney, his father fought ‘the man’ and defended the wrongly accused. He was a defender of the constitution and an enthusiastic revolutionary. He also didn’t like following rules, like the tax code. When he was eighteen, studying theater at the local community college, his father had an unfortunate misunderstanding with the IRS. The family ended up losing their 4,000 square foot house by the beach and moving to a much smaller home where privacy was hard to find and secrets were difficult to keep. That’s when Bruce started to see through the cracks and learned about how your relationship to money can hurt you.
  1. Melissa Ellis
    Melissa Ellis made a career change to personal financial planning in October 2008, just in time for the bumpy ride the Market took that year. Melissa enjoys working with people and helping them achieve their financial goals. "It's my goal to help my clients live well by helping them develop financial independence. I do this by building a personalized financial plan for each client to help them achieve their goals. It's very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order." Melissa is a Certified Financial Planner and earned her M.S. Personal Financial Planning from the University of Missouri - Columbia. Melissa is a member of the Greater Kansas City chapter of the Financial Planning Association and joined the XY Planning Network in September 2016. When Melissa is not working, she enjoys traveling with her husband, Doug. Melissa has traveled to all 50 states, throughout Europe, Canada, Mexico and the Caribbean.
  2. Cary Cates
    Cary Cates, MBA, CFP®, EA, is the owner of Cates Tax Advisory and an adjunct professor of finance at the University of North Texas. He lives in Denton, TX, with his wife of 13 years and two young daughters. Cates Tax Advisory specializes in providing tax planning and advice so clients can keep their hard-earned money out of Uncle Sam's coffers.
  3. Tim Hale
    Tim Hale is the founder and owner of Hale Financial Solutions, a financial planning firm focused on helping busy, working families grow their wealth by making smart financial decisions, specifically with their 401(k)s. He recently moved his family to their dream home of Star Valley, Wyoming, where he works remotely helping families across the country. Tim earned his MBA from the University of Utah and undergrad from BYU-Idaho. He dares you to test him on his Seinfeld trivia.
  4. Justin Waller
    After being recruited by a nationally known financial planning firm in early 2000, Justin Waller was promoted to training manager before the end of the year. He obtained his Certified Financial Planner designation in the spring of 2003. After spending several years in a fee-based structure, he became a fee-only planner in 2009. He started his own firm in late 2014 to provide more independence and flexibility so that he could better serve his clients. He purchased two partial practices and attempted to buy into an existing practice.
  1. Managing Director
    Brad Bond has been providing financial planning and investment advice for 20 years, and was previously an engineer. He works in-person and virtually with individuals and families at various life and career stages. He also works with people who are managing the financial issues of transitioning from one career to another, who have inherited money, or are recently widowed. Brad is a CERTIFIED FINANCIAL PLANNER Practitioner, Chartered Financial Analyst®, Accredited Investment Fiduciary®, and is Enrolled to practice before the Internal Revenue Service.
  2. Sanjay Jain MD MBA
    Sanjay Jain MD MBA is an accomplished doctor and bestselling author who has always had a passion for financial well-being. As you may know, doctors traditionally have the reputation for being poor money managers and he supported that theory by some of this earlier financial misadventures. However, from lessons learned and through vigorous education via his MBA and series 65, Sanjay has sought out to help other physicians in distress as well as those who need some financial guidance. He just recently opened his RIA for this very purpose. His other passion is online digital marketing as he has experience from several various marketing initiatives such as social media, webinars, speaking engagements, etc. He has also worked with traditional media with experience on live radio and television and has been on ABC, NBC, and ESPN radio just to name a few.
  3. Courtney Ranstrom
    Courtney Ranstrom co-founded Trailhead Planners, LLC, with her brother, Morgan Ranstrom, in 2016. They focus on offering holistic financial planning and socially responsible investing. Prior to that, they were with a $130 million AUM RIA. Courtney is a Certified Financial Planner(R) and has an MBA from Willamette University. She spent the first four years of her career as an Internal Auditor for Oregon's Department of Human Services and a large regional bank in Oregon. She lives in Portland, Oregon, with her husband, two-year-old daughter, and two Cardigan Corgis.
  4. Eric Roberge
    Eric Roberge, CFP® is the founder of Beyond Your Hammock, where he helps people in their 30s and 40s turn their income into financial freedom. His goal is to help you achieve financial clarity, make mindful and informed decisions, and use your money as a tool to design a life you love. In 2016, InvestmentNews named Eric to their exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch. He has shared his innovative financial planning and money management techniques in the Wall Street Journal, CNBC, and USA Today, and writes articles for Forbes, The Huffington Post, and MONEY Magazine.
  5. Caleb-Brown
    Caleb Brown is a Partner and Co-Founder of New Planner Recruiting a recruiting firm that sources, screens and integrates new financial planners into financial planning firms nationwide. He is also a Kolbe Certified Consultant. He started the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently has been implemented by other FPA chapters across the nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full-time positions in financial planning as well as the firm owners who hire them. Brown is a columnist for Investment Advisor magazine and a frequent speaker on career development topics pertaining to hiring.
  6. Brian Thompson
    Brian Thompson, JD, CFP® is the founder and CCO of Brian Thompson Financial LLC. After a decade representing individuals and businesses as a tax attorney, he wanted to make a bigger impact and help his peers navigate the critical financial decisions that come with adulthood through knowledgeable, client-focused advice. His firm specializes in developing comprehensive financial plans for LGBTQ couples. He focuses on getting these couples organized, helping them make smart decisions and preparing them for potential pitfalls in the ever-changing financial and legal landscapes.
  1. Daniel Wrenne
    Daniel Wrenne has worked as a financial planner in Lexington KY since 2005. In 2014, he founded Wrenne Financial Planning to cut out all the conflicts of interest and better serve his clientele of young physicians. Ultimately, he loves helping others be their best financially. Daniel's goal is to build a multi-advisor regional planning firm that sparks positive change in the lives of the clients they serve. He's also motivated to help change financial planning from an industry into a respected profession.
  2. Pam Horack
    Pam Horack makes financial planning simple. For over 20 years, she has worked in a variety of roles including customer relations, management and training and development roles in several banking, brokerage and mortgage companies. Pam's focus on financial education has helped her develop a style of taking complex financial ideas and making them simple to understand and implement. At Pathfinder Planning, she developed her trademark Mom-style of dishing out financial advice in a practical but caring way. She has been quoted in a variety of online and print publications including Yahoo! Finance, Parents Magazine, CNBC Online, Investment News and the Charlotte Observer. 'Your Financial Mom' at Pathfinder Planning LLC provides personal financial planning advice and asset management for a simple fee to young adults and working families through group classes, one-on-one planning engagements, and ongoing advice.
  3. Carol Craigie
    Carol Craigie is a psychologist turned financial planner who has a long history in financial services. She served as Director of Financial Planning at Wells Fargo, JP Morgan Chase and Key Bank where she introduced and expanded financial planning services across their diverse segments. When she retired from institutions, she became a professor at the College for Financial Planning, writing textbooks and is considered an expert in both financial planning and behavioral economics. She founded Fitness Clubs of America to bring financial planning to the masses on a low cost, profitable model. Together with Catalina Franco-Cicero, her partner, they create programs that integrate how people make decisions, with knowledge and coaching to change behaviors and create a problem-solving mindset as a financial wellness program.
  4. Vid Ponnapalli
    Vid Ponnapalli is the founder and president of Unique Financial Advisors. He provides customized financial planning and investment management services for Generation X professionals. Vid believes today's financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. Vid's goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, Vid launched Unique Financial Advisors in 2014. Vid and his wife, Maha live in Holmdel, New Jersey. Their three boys graduated out of college and are on their path to settling down in life. When Vid is not working on Financial Planning, he enjoys hiking, skiing, and spending time with family.
  5. Cady-North
    Cady North is an entrepreneur and CERTIFIED FINANCIAL PLANNER™. She comes from a family of small business owners and learned to balance a business checkbook at the age of 13. Now she uses her knowledge and experience to help new entrepreneurs succeed. She founded North Financial Advisors in 2015 after a career as an analyst in the financial services industry. Her company specializes in helping young professionals find personal financial freedom and become financially ready to start businesses. In her spare time, Cady provides free financial literacy talks to the public and her work has been featured in Bloomberg, the Washington Post, and Forbes. She has an M.B.A. from Georgetown University and B.A. from the University of Texas at Austin.
  6. John-Knowlton
    John Knowlton, CFP™ is the Founding Partner of Oak Point Wealth Management. John has been an investor since age 11 (he bought a CD with lawn mowing earnings) and owned Stock and precious metals before graduating from High School. Since becoming a professional financial planner in 1998 he has established his reputation as an innovative ‘out of the box’ thinker. As a thought leader in the industry, he has had articles published in numerous publications including Journal of Financial Services Professionals, Financial Planning, Financial Advisor, Registered Rep, and Wealth Management.com. John is regularly invited to present to peers around the country and has been invited to advise top executives of two of the nation’s largest broker-dealers.

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