Speakers

KEYNOTE SPEAKER

Carla Harris

Carla is Managing Director and Senior Client Advisor at Morgan Stanley and a 2013 President Barack Obama appointee to chair the National Women’s Business Council.

She’ll be delivering an impactful keynote titled, Intentional Leadership. During her presentation, you can expect to learn about the 8 things leaders must do in today’s environment to inspire and motivate the growing majority of the Millennial and Gen Z professionals.

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KEYNOTE SPEAKER

Andrew Busch

Andrew is an economic futurist and the former first Chief Market Intelligence Officer for the U.S. Government. He will be delivering the highly anticipated keynote titled, The Future Economy: Growth Opportunities.

Andrew asserts that the world is going to see more economic change in the next five years than we have seen in the last 100 and poses the question, “Can you understand the economic forces driving change to lead you in transforming your business and adapting your strategy to take control of the future? ” He’ll suggest what you need to know to be ready for the future that lies ahead.

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Mainstage Speakers

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Susan Mckenna

CEO

eMoney Advisor

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Tom Sullivan

Head of Product

eMoney Advisor

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Matt Schulte

Head of Financial Planning

eMoney Advisor

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Jason Reiser

Head of Legal

eMoney Advisor

Ricky Illigas
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Ricky Illigash

Director of Product Management

eMoney Advisor

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Emily Koochel Ph.D., AFC®, CFT-I™

Senior Financial Planning Ed Consultant Financial Planning

eMoney Advisor

Chad Porche
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Chad Porche

Vice President of Product Innovation

eMoney Advisor

Trish Haskins
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Tricia Haskins

Head of Integration Solutions

Fidelity Investments

Panelists

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Dr. Meghaan Lurtz, Ph.D., FBS™

Professor of Practice

Kansas State University

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Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™

Program Director

Kansas State University

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Connor Sung, CFP®

Moderator, Bridging the Gap

eMoney Advisor

James Werner
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James A. Werner, CFP®

Wealth Advisor

Philanthropic Planner Silicon Hills Wealth Management

Erin Voisin
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Erin Voisin, CFP®

Managing Director of Wealth Management Services

EP Wealth Advisors

John Eing
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John Eing, CFP®, CPA, MBA

Founding Partner and the Chief Strategy Officer

Quantum Financial Advisors

Kristen Schmidt
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Kristen Schmidt

Founder & President

RIA Oasis John

Breakout Speakers

Brandon Heid

Senior Financial Planning Practice Management Consultant

eMoney Advisor

Brett Tharp

Advisory Training Specialist, CFP®

eMoney Advisor

Chelsea Maguire

Senior Training Specialist

eMoney Advisor

Chris Beaver

Senior Training Specialist

eMoney Advisor

Chris Mauriello

Financial Planning Practice Management Cnslt

eMoney Advisor

Hannah Tapley

Senior Training Specialist

eMoney Advisor

Jennifer Rock

Training Specialist

eMoney Advisor

Joseph Buhrmann

Senior Financial Planning Practice Mgmt Cnslt

eMoney Advisor

Madeline McAleer

Financial Planning Services Consultant

eMoney Advisor

Mikaela Rhoads

Training Specialist

eMoney Advisor

Patrick Matlick

Senior Financial Planning Services Consultant

eMoney Advisor

Christopher Grant

Product Lead

eMoney Advisor

Steve Taylor, CFP®

Senior Financial Planner

eMoney Advisor

Zac Gates

Training Specialist

eMoney Advisor

John Costello

John Costello

Senior Financial Planning Development Consultant

eMoney Advisor

Brandon Tucker

Brandon Tucker

Director, Financial Planning Services

eMoney Advisor

Ryan Coburn, CFP®

Director of Financial Planning

Atlas Private Wealth Advisors

Duncan MacPhearson

CEO, Speaker, Business Coach & Author

Pareto Systems

Michelle Riiska, ChFC

Financial Planning Services Consultant

eMoney

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