SPEAKERS

Explore our lineup of industry experts and inspirational speakers ready to share their insights, ignite new thinking, and help you power what’s possible at the eMoney Summit.

Keynote Speaker

NEIL PASRICHA

A Harvard MBA, New York Times best-selling author, award-winning blogger, and one of the most popular TED speakers in the world, Neil Pasricha is a “pied piper of happiness” who dazzles audiences with ideas and simple tools that skyrocket organizational happiness and engagement.

Keynote Speaker

ZACK KASS

Zack Kass is a global AI advisor, researcher, keynote speaker, the former Head of Go-To-Market at OpenAI, and bestselling author of The Next RenAIssance: AI and the Expansion of Human Potential.

At OpenAI, Zack led the teams responsible for sales, partnerships, and customer success, turning the company’s cutting-edge research into real-world business solutions.

GUEST, PANEL, AND EXECUTIVE SPEAKERS

Susan McKenna

CEO

eMoney

Tom Sullivan

Head of Product

eMoney

Chad Porche

SVP, Product Management

eMoney

Connor Sung

Director, Financial Planning

eMoney

Michael Kitces

Chief Financial Planning Nerd

Kitces.com

Chuck Failla

Founder + CEO

Sovereign Advisors

Jennifer Baick

VP, Financial Planning Group

Mercer Global Advisors Inc.

Erik Evans

Founder & Financial Planner

GoalQuest Advisors, LLC

ADDITIONAL eMONEY SPEAKERS

Chris Mauriello

Senior Financial Planning Practice Management Consultant

Chris Beaver

Senior Training Specialist

Jenn Rock

Senior Training Specialist

Joe Buhrmann

Advisory Financial Planning Practice Management Consultant

Zac Gates

Senior Training Specialist

Mike Garcia

Training Specialist

Chelsea Van Osten

Senior Training Specialist

Carla Youngs

Senior Training Specialist

Michelle Riiska

Financial Planning Product and Research Consultant

Brandon Heid

Senior Financial Planning Practice Management Consultant

Brett Tharp

Advisory Training Specialist

Brandon Tucker

Advisory Financial Planning Practice Management Consultant

John Costello

Senior Business Analyst

Matt Rogers

Senior Advisory Financial Planning P&R Consultant

Powering What’s Possible in Financial Planning

Ready to begin helping your clients plan for a secure financial future?