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.
Guest, Panel, and Executive Speakers

Susan McKenna
CEO

Matthew Schulte
Head of Financial Planning

Tom Sullivan
Head of Product

Michael Kitces
Head of Planning Strategy – Buckingham Wealth Partners

Patti Brennan
CEO – Key Financial, Inc.

Greg Furer
CEO & Founder – Beratung Advisors

James Werner
Partner and Wealth Advisor – Waverly Advisors