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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.”

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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.

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Guest, Panel, and Executive Speakers

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Susan McKenna

CEO

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Matthew Schulte

Head of Financial Planning

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Tom Sullivan

Head of Product

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Michael Kitces

Head of Planning Strategy – Buckingham Wealth Partners

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Patti Brennan

CEO – Key Financial, Inc.

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Greg Furer

CEO & Founder – Beratung Advisors

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James Werner

Partner and Wealth Advisor – Waverly Advisors

Additional Speakers

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Sasha Grabenstetter

Senior Financial Planning Education Consultant

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Connor Sung

Director, Financial Planning

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Emily Koochel

Manager, Financial Wellness

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Chad Porche

SVP, Product Management

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Ricky Illigasch

VP, Product Management

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Chris Mauriello

Financial Planning Practice Management Consultant

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Chris Beaver

Live Training Specialist

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Michelle Riiska

Financial Planning Product and Research Consultant

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Jenn Rock

Senior Training Specialist

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Joe Buhrmann

Advisory Financial Planning Consultant

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Zac Gates

Senior Training Specialist

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Mike Garcia

Training Specialist

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Chelsea Van Osten

Senior Training Specialist

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Madeline McAleer

Senior Financial Planning Consultant

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Carla Youngs

Senior Training Specialist

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Brandon Heid

Senior Financial Planning Practice Management Consultant

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Patrick Matlick

Senior Financial Planning Product & Research Consultant

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Brett Tharp

Advisory Training Specialist

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Wendy De La Rosa

Assistant Professor of Marketing – The Wharton School

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