Speakers

Explore the Summit 2025 lineup of industry experts and inspirational speakers ready to share their insights and inspire you to continue shaping the future of financial planning by delivering effective and thoughtful experiences for your clients.

Keynote Speaker

Carl Richards

Carl helps people talk about money in a radically human way.

For over a decade, Carl was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. His work has been featured everywhere from NPR and Morningstar to Harvard Business Review, and his sketches have been shared millions of times and used by financial professionals around the world.

The New York Times once said, “No one gets money and emotion better than Carl Richards.”

Read Full Bio

Keynote Speaker

Dr. Michelle Rozen

Dr. Michelle, famously known as The Change Doctor, is a globally sought-after keynote speaker, author, and expert in leadership and change. With a PhD in psychology and a groundbreaking approach to human behavior, she has partnered with some of the world’s most prominent brands to transform the way leaders and teams thrive through change.

A bestselling author of The 6% Club and known for her dynamic style and science-backed insights, Dr. Michelle inspires audiences to rise through change, and reach excellence as a team, as leaders, and as individuals—one intentional step at a time.

Read Full Bio