Meet Our Speakers
Featuring nationally acclaimed, prominent thought leaders in the financial planning profession.
FPA of Illinois CAP 2023 Speakers
September 22, Morningstar Headquarters and Virtually
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®; Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW – Green Bay
Barbara Kay, MA, LPC, RCC, TIPC; Barbara Kay Coaching
Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSALead Financial Planning Nerd, Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners
Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors
Monica Rhee, JD, LLM Director, Advanced Designs, Pacific Life