Featuring nationally acclaimed, leading thought leaders in the financial planning profession.
Sophia Bera, CFP®, Founder, Gen Y Planning
Dr. Sarah Newcomb, Director of Behavioral Science, Morningstar
Katie Nixon, CFA, CIMA®, CPWA®, Chief Investment Officer, Wealth Management, Northern Trust
Daniel F Rahill, CPA, JD, LL.M. CGMA, Managing Director, Wintrust Wealth Management
Tyrone V. Ross Jr., Founder, Onramp Invest
Derek Tharp, Ph.D., CFP®, CLU®, RICP®, Assistant Professor of Finance at USM; Financial Planner at Conscious Capital; Researcher at Kitces.com
Michael Thomas, Ph.D., AFC®, Lecturer of Financial Planning at The University of Georgia, Founder of Modom Solutions