--- title: Speakers description: Meet the speakers of FPA SHIFT™—forward-thinking financial planners, innovators, and industry leaders sharing practical insights and fresh perspectives to elevate your practice. image: https://shift.financialplanningassociation.org/hubfs/FPA_BottomLogo_Shift-unify.png --- FPA Retreat is now FPA SHIFT™ Workflow [![484190_FPA_ShiftTM_Outlined_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/484190_FPA_ShiftTM_Outlined_FPA.png?width=1658&height=400&name=484190_FPA_ShiftTM_Outlined_FPA.png "484190_FPA_ShiftTM_Outlined_FPA")](https://shift.financialplanningassociation.org/?hsLang=en) Open menu [About](https://shift.financialplanningassociation.org/about?hsLang=en) [Registration](https://shift.financialplanningassociation.org?hsLang=en#pricing) [Partners](https://shift.financialplanningassociation.org/for-partners?hsLang=en) Contact Us [Marketing Toolkit](https://shift.financialplanningassociation.org/marketing-toolkit?hsLang=en) [Partners](https://shift.financialplanningassociation.org/partners-contact?hsLang=en) [Attendees](https://shift.financialplanningassociation.org/attendees?hsLang=en) [FAQ & Policies](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) [![FPA_BottomLogo_Shift-unify](https://shift.financialplanningassociation.org/hs-fs/hubfs/FPA_BottomLogo_Shift-unify.png?width=184&height=50&name=FPA_BottomLogo_Shift-unify.png "FPA_BottomLogo_Shift-unify")](https://https) [![484190_FPA_ShiftTM_Outlined_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/484190_FPA_ShiftTM_Outlined_FPA.png?width=1658&height=400&name=484190_FPA_ShiftTM_Outlined_FPA.png "484190_FPA_ShiftTM_Outlined_FPA")](https://shift.financialplanningassociation.org/?hsLang=en) Close menu [About](https://shift.financialplanningassociation.org/about?hsLang=en) [Registration](https://shift.financialplanningassociation.org?hsLang=en#pricing) [Partners](https://shift.financialplanningassociation.org/for-partners?hsLang=en) Contact Us [Marketing Toolkit](https://shift.financialplanningassociation.org/marketing-toolkit?hsLang=en) [Partners](https://shift.financialplanningassociation.org/partners-contact?hsLang=en) [Attendees](https://shift.financialplanningassociation.org/attendees?hsLang=en) [FAQ & Policies](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) ## FPA SHIFT™ # Speakers Meet the voices behind FPA SHIFT™ —planners, thought leaders, and more who are actively shaping what’s next for the profession. Our speakers don’t just talk theory; they share real-world experiences, tested ideas, and honest lessons learned so you can apply them directly to your clients, your firm, and your career. ![Header_2617770777](https://shift.financialplanningassociation.org/hs-fs/hubfs/Header_2617770777.jpg?width=8924&height=4706&name=Header_2617770777.jpg) Search speakers ### Keynote Speakers ![Malachowski](https://shift.financialplanningassociation.org/hubfs/Summit/Malachowski.png) Opening Keynote Nicole Malachowski First Woman Thunderbird Pilot, Combat Veteran, Fighter Squadron Commander, White House Fellow & Adviser, and Indomitable Spirit View bio ![Somers](https://shift.financialplanningassociation.org/hubfs/Summit/Somers.png) Keynote Dr. Moira Somers Founding partner of Blackwood Family Enterprise Services and Ultra High Net Worth Chair Member View bio ![PhilippaHann-Book Headshot](https://shift.financialplanningassociation.org/hubfs/custom-video-thumbnails/PhilippaHann-Book%20Headshot.png) Keynote Philippa Hann CEO of Paradigm Norton Financial Planning, Podcast host and co-author of The Fault Lines of Finance View bio ![Ferrazi](https://shift.financialplanningassociation.org/hubfs/Summit/Ferrazi.png) Closing Keynote Keith Ferrazzi #1 NYT Bestselling Author & Executive and Team Coach View bio ### Featured Speakers ![steve headshot](https://shift.financialplanningassociation.org/hubfs/steve%20headshot.png) Steve Alexandrowski GEM Asset Management View bio ![Alleva, Brian - Headshot](https://shift.financialplanningassociation.org/hubfs/Alleva%2c%20Brian%20-%20Headshot.jpg) Brian Alleva Investment Company Institute View bio ![Baron_Harrison-Baron](https://shift.financialplanningassociation.org/hubfs/Baron_Harrison-Baron.jpg) Harrison Baron SecureWealthIT View bio Kevin BayaniCFP®, EA, MBA University of Georgia View bio Caleb BrownMBA, CFP® New Planner Recruiting View bio Curtis ClokeRICP, CLTC, LUTCF Retirement Innovations, Inc View bio Don Cody Global Macro Asset Management LLC View bio Barron Damon Business of Life CC View bio Christopher Fitzpatrick VeteransPlus View bio Matt FizellCFP® New Planner Collective View bio Keith GamblePh.D. Middle Tennessee State University View bio Charlotte Ingram Ph.D. Student, Graduate Teaching Assistant at University of Georgia View bio Gretchen Halpin Beyond AUM View bio Daniel D. HiebertPhD, CFP® Minnesota State University View bio Caroline JonesCFP® Crown Coaching & Consulting View bio Rick KahlerCFP®, MS, ChFC, CCIM Advanced Wellbeing, LLC View bio K. Jeremy KoPh.D. ShoreUp Retirement Solutions View bio Michael KothakotaPh.D. Wolfbridge Wealth View bio Eric LudwigPh.D., CFP®, RICP® Stockbridge Private Wealth Management View bio Jared MachenCFP® New Planner Collective View bio Kelly MaheuJD International Succession Planning Association View bio HanNa LimPh.D., CFP® California State University Fullerton View bio David McKnight Power of Zero View bio Christine MoriartyCFP® MoneyPeace, Inc View bio David Nassief One-Page Wealth Compass View bio Maggie NielsenMBA Purse Strings View bio Jon PanningCFP®, CEPA®, RICP® Panning Wealth View bio Dr. Barb ProvostEdD, MS Ed, MBM Purse Strings View bio Hugh RobertsCFP®, CSP® The Rawls Group View bio David P. SantoroCFP®, MBA Santoro Financial Planning Group View bio David Selig Advice Dynamics Partners View bio Joel Steele Life Switch View bio No speakers match your search. Previous Next × ![Malachowski](https://shift.financialplanningassociation.org/hubfs/Summit/Malachowski.png) Opening Keynote ### Nicole Malachowski First Woman Thunderbird Pilot, Combat Veteran, Fighter Squadron Commander, White House Fellow & Adviser, and Indomitable Spirit Col. Nicole Malachowski, USAF (Ret.) defies stereotypes. Yes, she was a jet fighter pilot, but if you think you know her based on that, you’d be wrong. A leader, a combat veteran, the first woman pilot on the Thunderbirds Air Demonstration Squadron, a White House Fellow, and an inductee into both the National Women’s Hall of Fame and the Women in Aviation International Pioneer Hall of Fame, Nicole’s distinguished 21-year Air Force career exceeded her wildest dreams. But the dream came to an end when a devastating tick-borne illness left her struggling greatly to speak or walk for almost nine months. An indomitable spirit, Nicole fought back against overwhelming odds and prevailed. Drawing on stories from her career and personal life, Nicole inspires audiences to rethink the challenges they face every day. She urges them to go beyond resilience and become resurgent. Nicole empowers people with three key beliefs: failure and risk is the price of entry for achieving something great; sometimes you need to yield to overcome; and her personal mantra – “Nobody wants to lead a scripted life.”Nicole brings her experience to the stage and holds audiences spellbound with an easygoing authenticity of someone who’s achieved greatness. She’s been a member and leader of exceptional teams. She has faced overwhelming challenges and adversity and has come out on top. While other high school students were practicing for their driver’s license, Nicole was accumulating flight time. She was sixteen years old when she took her first solo flight and from that point on there was no stopping her. While in high school, she joined the Civil Air Patrol and participated in Air Force Junior ROTC. Nicole’s professional story began when she earned her commission from the United States Air Force Academy in 1996. Following graduation, she attended Undergraduate Pilot Training (UPT) at Columbus AFB, MS and began her career as a pilot. Competitively selected to fly combat aircraft, she was among the first group of women to fly modern fighter aircraft. As a career pilot, she served in combat as an F-15E Flight Commander, Evaluator, Instructor Pilot and Flight Lead. Over her 21-year career, Nicole achieved the rating of Command Pilot with over 2,300 flight hours in six different Air Force aircraft. She was also selected to fly as Thunderbird #3 with the USAF Air Demonstration Squadron –the first woman to fly on any Department of Defense military jet demonstration squadron. Colonel Malachowski has served as a mission ready fighter pilot in three operational F-15E fighter squadrons and has flown over 188 combat hours, including her proudest moment as a fighter pilot: leading the first fighter formation to provide security for Iraq’s historic democratic elections in 2005. On the ground, Nicole was a White House Fellow, class of 2008-2009, where she served on the Presidential Transition Support Team (PTST) while assigned to the U.S. General Services Administration. The White House Fellows Foundation and Association awarded Nicole the 2019 IMPACT Award for demonstrating both remarkable achievement and transformational contributions in her field, as well as a sustained commitment to the White House Fellows program. Nicole also served two high-level staff assignments at the Pentagon –one in the Office of the Secretary of Defense (OSD P&R) as well as the Secretary of the Air Force Office of International Affairs (SAF/IA). She also served as the Executive Director of the White House’s national ‘Joining Forces’ initiative where she directly advised former First Lady Michelle Obama and Dr. Jill Biden on all topics relating to service members, veterans, and military families to include employment, education, mental health, veterans’ homelessness and more.Nicole’s operational F-15E assignments include two tours of duty at RAF Lakenheath, United Kingdom as well as one operational assignment to Seymour Johnson AFB, NC. She has also served alongside the United States Army 2nd Infantry Division, Camp Red Cloud, Republic of Korea, as an Air Liaison Officer. During her second assignment to Seymour Johnson AFB, NC, she had the honor of commanding the 333rd Fighter Squadron, leading an elite cadre of F-15E Instructors in the training of the next generation of combat aviators. Further, she was responsible for resources totaling over $1.1B and the execution of a $119M annual flying hour program. Nicole earned a Master of Arts, with honors, in National Security Policy from American Military University and a second Master of Arts, with highest distinction, in National Security and Strategic Studies from the U.S. Naval War College. While there, she earned the Admiral Stephen B. Luce Award as the class honor graduate, the first Air Force officer in the history of the Naval War College to do so. Nicole has been recognized with several honors for her consistent contributions to community service. As Nicole continues to recover from her neurological tick-borne illness, she embraces any opportunity to educate others about her medical journey and gains energy from educating others about this growing epidemic. She is on the Board of Directors at the LivLyme Foundation and is a Patient Advisory Board Member of The Dean Center for Tick Borne Illness. In November 2020, Nicole was announced as one of 2020’s “Mighty 25” by We Are The Mighty for her passionate advocacy on behalf of veterans’ health. The Mighty 25 is a recognition bestowed each year to change makers in the veteran, active duty, and military family space.Colonel Nicole Malachowski, USAF(Ret.) was born in Santa Maria, CA and graduated high school in Las Vegas, NV. She and her husband Paul have twin children; son Garrick and daughter Norah. Paul is a retired Air Force Lieutenant Colonel and former F-15E Evaluator Weapons Systems Officer. × ![Somers](https://shift.financialplanningassociation.org/hubfs/Summit/Somers.png) Keynote ### Dr. Moira Somers Founding partner of Blackwood Family Enterprise Services and Ultra High Net Worth Chair Member A practitioner, educator, and consultant specializing in the psychology of money, behavioural ethics, and the factors that facilitate financial change. She is a founding partner of Blackwood Family Enterprise Services and the chair of the Family Advisor Relations domain at the Ultra High Net Worth Institute. Regulatory bodies and financial firms worldwide call on her to address thorny issues such as advisor misconduct, client procrastination, and the complexities of wealth between and across generations. She is the author of Advice that Sticks and The Fault Lines of Finance. × ![PhilippaHann-Book Headshot](https://shift.financialplanningassociation.org/hubfs/custom-video-thumbnails/PhilippaHann-Book%20Headshot.png) Keynote ### Philippa Hann CEO of Paradigm Norton Financial Planning, Podcast host and co-author of The Fault Lines of Finance One of the UK’s leading voices on ethics and integrity in financial services. Before becoming CEO of Paradigm Norton Financial Planning, Philippa spent twenty years as a litigation lawyer at the forefront of some of the UK’s most significant financial misconduct cases. She is an international keynote speaker, podcast host and co-author of The Fault Lines of Finance. Their book brings together law, psychology and practical advice to help people and organizations make better decisions under pressure. × ![Ferrazi](https://shift.financialplanningassociation.org/hubfs/Summit/Ferrazi.png) Closing Keynote ### Keith Ferrazzi #1 NYT Bestselling Author & Executive and Team Coach Keith Ferrazzi is a renowned executive team coach, keynote speaker, influential thought leader and founder of Ferrazzi Greenlight, where he has spent more than 20 years coaching Fortune 500 companies, unicorn startups, and even governments. Keith leads the Greenlight Research Institute, which is focused on team transformation. He is a business coach who challenges the way teams work to achieve breakthrough results through more connection and collaboration across silos, with a revolutionary shift from leadership to teamship. His Radical Innovators Collaborative brings together Fortune 500 CIOs and CHROs for peer-to-peer interaction and ongoing best practice sharing. Keith’s columns are regularly published in Harvard Business Review, Forbes, The Wall Street Journal, Fortune, Fast Company, and Inc. Magazine. Ferrazzi is also a #1 New York Times Bestselling author with familiar titles like Never Eat Alone, Who’s Got Your Back, Leading Without Authority, and Competing in the New World of Work. His latest book, Never Lead Alone: 10 Shifts from Leadership to Teamship, draws on two decades of team coaching experience and research insights from 3,000+ diagnostic assessments with leading organizations. In 2025, he was named to the Thinkers50, a ranking of the world’s most influential management thinkers. Ferrazzi is also a philanthropist and strategic investor, where he is committed to making a positive impact on society. × ![steve headshot](https://shift.financialplanningassociation.org/hubfs/steve%20headshot.png) ### Steve Alexandrowski GEM Asset Management Steve Alexandrowski has spent more than 25 years working with successful families who have moved past the accumulation phase and are now focused on what their wealth is actually for. As a Partner at GEM Asset Management, which he founded in 2001, Steve’s work goes well beyond investment management. It accounts for family dynamics, legacy, and the psychological weight that significant wealth carries.Before founding GEM, Steve worked as an analyst at Dixon Odom Financial Advisors and with Regions Financial Corporation, both in Birmingham, Alabama. Before that, he spent several years teaching American History and English at the junior high and high school level, an experience that shaped how he approaches client relationships to this day. Steve has always seen financial planning as a teaching profession, one built on helping people understand something complex well enough to act on it with confidence.Steve holds a Bachelor of Arts in History from Hillsdale College, not a finance degree, and considers it the best preparation he ever had for this work. Drawing on history, biography, and philosophy, he helps clients think through decisions that numbers alone cannot resolve. After 25 years, his clients trust him not just with their portfolios, but with the questions that keep them up at night. He explores many of those questions in his Substack, The Edge of Possibility. × ![Alleva, Brian - Headshot](https://shift.financialplanningassociation.org/hubfs/Alleva%2c%20Brian%20-%20Headshot.jpg) ### Brian Alleva Investment Company Institute Brian Alleva is an economist in the retirement and investor research division at the Investment Company Institute in Washington, DC. Before joining the Institute, he was a research analyst at the Social Security Administration for over 20 years. His research includes Social Security claiming optimization, longevity (survival) functions, synthetic microdata generation, and portfolios for retirement investment and retirement income. He has also developed applications for modeling the fiscal solvency and distributional effects of various Social Security reform proposals. Brian earned his MBA from the Johns Hopkins University, and a BS in Computer Science from the College of William and Mary. × ![Baron_Harrison-Baron](https://shift.financialplanningassociation.org/hubfs/Baron_Harrison-Baron.jpg) ### Harrison Baron SecureWealthIT [LinkedIn](https://www.linkedin.com/in/harrisonbaron/) Harrison Baron is the founder of SecureWealthIT, a managed IT and cybersecurity firm built exclusively for RIAs, broker-dealers, and financial advisors. With deep expertise in SEC and FINRA compliance, Harrison helps advisory firms protect client data, meet regulatory requirements like Reg S-P, and build secure technology foundations. He speaks on practical cybersecurity, AI in wealth management, and compliance strategies. × ### Kevin BayaniCFP®, EA, MBA University of Georgia Kevin Bayani, CFP®, EA, MBA, is a PhD student in financial planning at the University of Georgia and a communications coach at the university’s Love and Money Center. He owns New Horizon Financial in Hackensack, New Jersey, and has worked in financial services since 2011. His research explores financial vulnerability, cryptocurrency adoption, and the behavioral and relational side of financial well-being. Kevin has presented at the Financial Therapy Association and the American Council on Consumer Interests (ACCI) conferences. × ### Caleb BrownMBA, CFP® New Planner Recruiting Caleb Brown is Co-founder and CEO of New Planner Recruiting, a firm specializing in sourcing, screening, and integrating financial planners nationwide, and host of the New Planner Podcast. He has been recognized as a Next Generation Influencer by Financial Planning, one of Investment Advisor’s 25 most influential people, and an InvestmentNews 40 Under 40 honoree. A graduate and Distinguished Alumnus of Texas Tech’s Personal Financial Planning Program, Caleb is also an author, Kolbe Certified™ Consultant, and adjunct faculty member at the University of Georgia. Throughout his career, he has mentored, hired, managed, and coached aspiring and established financial planners. × ### Curtis ClokeRICP, CLTC, LUTCF Retirement Innovations, Inc [LinkedIn](https://www.linkedin.com/in/curtis-v-cloke-lutcf-cltc-ricp-44596413/) Curtis Cloke is a nationally recognized retirement income planning expert, international speaker, educator, and thought leader with nearly 40 years of experience in financial services. He serves as an Adjunct Instructor at The American College of Financial Services and contributed to the Retirement Income Floor curriculum for the RICP® designation program. Curtis is the creator of Retirement NextGen® (RNG), founder of the Thrive Income Distribution System® and THRIVE University®, and has educated thousands of financial professionals worldwide on retirement income strategies. In 2024, he received the Financial Hall of Fame Laureate Award for his contributions to financial education. × ### Don Cody Global Macro Asset Management LLC [LinkedIn](https://www.linkedin.com/in/don-cody-565598) Don Cody is Founder and CEO of Global Macro Asset Management Corp. (GMAM), a registered RIA and exclusive Americas licensee of the Bloomberg Compact Index Series. With over 35 years of investment industry experience — including building the SMA platform at TD Ameritrade — Don co-developed CompactDI with Bloomberg, a 22-stock equal-weight index strategy with a track record dating to March 2015. He is also the author of the forthcoming The Index Illusion: How a Report Became a Belief and Misled a Generation of Investors. Don is based in Las Vegas, Nevada. × ### Barron Damon Business of Life CC [LinkedIn](https://www.linkedin.com/in/barron-j-damon-84a6283/) Barron J. Damon is a Certified Philanthropic Coach, ICF, and founder of The Business of Life CC, a company equipping financial professionals to integrate philanthropy into client relationships. With 20+ years of nonprofit leadership and work with high-net-worth individuals, Barron helps advisors move from transactional giving conversations to transformational impact strategies using his proprietary G.I.V.E. framework and Legacy Impact Assessment. Barron has been a guest on TV, radio, and podcasts. A CFP Board and IWI-approved CE Sponsor who has trained 4,000+ professionals, Barron helps advisors strengthen client trust, differentiate their practice, and build a purpose-driven legacy that outlasts the portfolio. × ### Christopher Fitzpatrick VeteransPlus Christopher Fitzpatrick is Co-founder and Deputy Director of VeteransPlus, a national leader in Veteran financial wellness, transition support, and technology-enabled service navigation. He leads the development of MAVIC, an AI-powered knowledge and navigation platform designed to strengthen how organizations serve Veterans, Service members, and military families. Christopher also leads financial wellness initiatives with nonprofit, corporate, government, and academic partners to improve financial readiness and access to trusted resources. His work focuses on building practical, scalable solutions that help Veterans and their families achieve greater stability, independence, and long-term economic well-being. × ### Matt FizellCFP® New Planner Collective After starting his career in the Broker-Dealer world, Matt worked for several smaller Fee-Only Financial Planning firms before ultimately starting his own firm, Harmony Wealth, in 2021. While his first role was mainly a sales job, he has served both virtually and in-person as a Paraplanner, and now runs his own firm where he serves Medical Professionals (Nurses, Physicians, etc.) and Small Business Owners. × ### Keith GamblePh.D. Middle Tennessee State University Keith Jacks Gamble is the Weatherford Chair of Finance at MTSU. He teaches undergraduate and graduate courses in finance, economics, and data science. Prof. Gamble earned his Ph.D. in Economics from the University of California, Berkeley and his B.A. in Economics from Harvard. × ### Charlotte Ingram Ph.D. Student, Graduate Teaching Assistant at University of Georgia Charlotte Ingram is a Ph.D. student in Financial Planning at the University of Georgia whose research focuses on sudden wealth, client decision-making, and the behavioral and emotional factors that shape financial outcomes. Her work explores trauma-informed and holistic planning strategies that equip financial planners to better support clients during significant life transitions. Charlotte is passionate about translating research into practical tools that strengthen adviser-client relationships, improve financial decision-making, and expand access to equitable, evidence-based financial planning practices for individuals and families navigating complex financial challenges. × ### Gretchen Halpin Beyond AUM Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM’s co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs. × ### Daniel D. HiebertPhD, CFP® Minnesota State University Daniel D. Hiebert, PhD, CFP®, is CFP® Program Director and Associate Professor of Finance and Financial Planning at Minnesota State University, Mankato. His teaching and research focus on advisor development, financial planner competencies, practice management, succession planning, and family business transition. Dr. Hiebert served on the Financial Planning Association (FPA) Competency Task Force, a profession-wide initiative charged with defining the knowledge, skills, and abilities needed for current and future financial planning professionals. He is a co-recipient of the FPA × ### Caroline JonesCFP® Crown Coaching & Consulting [LinkedIn](https://www.linkedin.com/in/carolinemariejones/) Caroline Jones, CFP®, is a Leadership & Organizational Coach and founder of Crown Coaching & Consulting. In 2018, Caroline entered the wealth management industry as someone else’s succession partner. After watching advisors struggle to retire themselves, Caroline created an innovative group coaching program to guide the process of succession planning, including the often-overlooked human aspects: identity, purpose, grief, and legacy. It’s now the subject of her graduate research at the University of Pennsylvania, where she focuses on translating academic insights into practical tools to help rewrite how the industry lets go. Caroline earned a B.S. in Business Administration from King’s College, an M.S. in Personal Financial Planning from the College for Financial Planning, and will be graduating in December with an M.S. in Organizational Dynamics from the University of Pennsylvania. An author, TEDx speaker, and community builder, Caroline resides in Philadelphia with her husband, Matthew. × ### Rick KahlerCFP®, MS, ChFC, CCIM Advanced Wellbeing, LLC Rick Kahler, CFP®, MS, ChFC, CCIM is a fee-only financial planner and financial therapist based in Rapid City, South Dakota. Founder of Kahler Financial Group (est. 1981) and a Distinguished Adjunct Professor at Golden Gate University, he is a co-founder of the Financial Therapy Association and co-originator of the "money scripts" concept. A 2026 FTA Hall of Fame inductee, Rick has been recognized by Investopedia, BusinessWeek, and InvestmentNews as one of the profession’s leading innovators. His work at the intersection of financial planning and psychology including succession conversations has been featured in the Wall Street Journal, New York Times, and on ABC’s 20/20. × ### K. Jeremy KoPh.D. ShoreUp Retirement Solutions K. Jeremy Ko works on predictive models for retirement planning as CEO of the fintech firm, ShoreUp Retirement Solutions. His past professional experience includes leadership roles at the top robo-advisory firm (Edelman Financial Engines). His educational credentials include a Ph.D. in financial economics from MIT’s Sloan School of Management. × ### Michael KothakotaPh.D. Wolfbridge Wealth [LinkedIn](https://www.linkedin.com/in/michaelkothakota/) Mike Kothakota has been a financial planning practitioner for over 20 years and is the owner of Wolfbridge Wealth, a Registered Investment Advisor firm. He is also Founder and Managing Partner of private equity firm Elarion Partners. Mike is the past Head of Research at CFP Board and teaches Ethics and Financial Mathematics in Columbia University’s Wealth Management program. × ### Eric LudwigPh.D., CFP®, RICP® Stockbridge Private Wealth Management Eric T. Ludwig, Ph.D., CFP®, RICP®, is associate professor of retirement income, director of the Center for Retirement Income, and director of the RICP® program at The American College of Financial Services. He is also CEO of Stockbridge Private Wealth Management, a retirement income planning firm. His research examines the intersection of artificial intelligence, behavioral science, and retirement income planning. He is the author of The Retirement Specialist and serves as an editor at Financial Planning Review. Ludwig earned his PhD from Kansas State University. × ### Jared MachenCFP® New Planner Collective Jared has had the pleasure of spending his entire professional career working with RIA Firms. He’s worked as a W-2 Employee, 1099 Contractor as a Paraplanner, and now co-owns a firm. While Financial Planning is his first love, he is equally interested in everything else that goes into running a small firm. He is currently the Chief Operations Officer (COO) and Partner at Brownlee Wealth Management. × ### Kelly MaheuJD International Succession Planning Association Kelly Maheu, JD, is CEO of the International Succession Planning Association (ISPA), where she leads the organization’s work to advance succession planning as a distinct professional discipline. She began her career practicing law before moving into financial services and professional associations, giving her a perspective that spans both the legal and advisory sides of succession planning. At ISPA, Kelly works with financial advisors, CPAs, attorneys, consultants, and other professionals to help them better serve family-owned and closely held businesses through comprehensive succession planning. × ### HanNa LimPh.D., CFP® California State University Fullerton HanNa Lim, Ph.D., CFP®, is an Assistant Professor in the Department of Finance and Director of the Personal Financial Planning Program at California State University Fullerton. Prior to joining Cal State Fullerton, she held positions at Kansas State University and Samsung Life Insurance. She earned her Ph.D. in Family Resource Management from the Ohio State University. × ### David McKnight Power of Zero [LinkedIn](https://www.linkedin.com/in/thepowerofzero/) David McKnight is a nationally recognized retirement planning expert, bestselling author, and frequent media contributor. A graduate of Brigham Young University, he has been featured in Forbes, The New York Times, CNBC, Fox Business, Bloomberg Radio, Reuters, and numerous other national outlets. A multiple MDRT Top of the Table qualifier, David has served as a Focus Speaker at MDRT’s Annual Meeting. He is the author of the bestselling The Power of Zero, The Guru Gap, and The Secret Order of Millionaires. The Power of Zero was also adapted into the documentary The Power of Zero: The Tax Train Is Coming. × ### Christine MoriartyCFP® MoneyPeace, Inc After recently retiring from a successful Financial Planning practice, her passion continues to be helping people understand and heal the deep emotional issues around money. The heart and soul of her work is to connect people with themselves, which is why it has had a meaningful, positive impact on thousands of people. Christine’s own personal growth work guides her to help others access their inner wisdom to serve and understand how money can may a greater impact in their life. Bringing along her BS in Finance, MBA in Entrepreneurship and Certification in Financial planning with coursework in real estate, employee benefits and human resources as well as education and philosophy are background to her understanding of the human side of financial planning. Realizing early on that “People spend their emotions,” she sought to educate by digging deeper into the motivations of financial decision making. She has created a deeply personal and practical approach to your financial journey. Ms. Moriarty has won the Certified Financial PlannerR Best Consumer Award. She has also written for a host of magazines and papers, including Marketwatch.co. Her writing samples can be found at: https://www.moneypeace.com/articles Her writing is an outgrowth of meetings with over a thousand clients – individuals and couples, small business owners and corporate ladder types, young professionals and retirees. In addition to her work at MoneyPeace, Ms. Moriarty serves on the Board of Directors at Cooperative Insurance Companies, Volunteers at Vermont Adaptive as a ski coach and delights in sitting down with a cup of Irish tea and a good book. She is living her dreams by residing in the Green Mountains and can be reached through her website at www.MoneyPeace.com × ### David Nassief One-Page Wealth Compass [LinkedIn](https://www.linkedin.com/company/111549991) David Nassief is an author and entrepreneur who holds a B.S. in Accounting from the University of Denver. After being fired at age 63 and nearly broke, he used a radically simple framework to rewrite his story, safely becoming a millionaire by 69. As the author of the Amazon #1 Hot New Release One-Page Wealth Compass, David has shared his high-energy message across more than 80 media appearances. He advocates for extreme operational simplicity, showing professionals how a "set it and forget it" approach to automation can drive significant real-world results. × ### Maggie NielsenMBA Purse Strings Maggie Nielsen is a driving force behind Purse Strings, where she champions women’s financial empowerment with passion and purpose. While earning her MBA and working alongside Dr. Barb Provost, Maggie witnessed firsthand how women were too often excluded from financial conversations. Determined to change the narrative, she set out to expose systemic gaps and show women how to leverage the financial system to their advantage. As the operational engine of Purse Strings, Maggie has facilitated more than 500 live sessions with financial professionals, covering everything from foundational financial skills to real-life success stories and actionable strategies. Her mission is clear: to equip women with the confidence, tools, and knowledge they need to make smart financial decisions for themselves, their families, and their businesses—backed by a team that truly has their best interests at heart. × ### Jon PanningCFP®, CEPA®, RICP® Panning Wealth [LinkedIn](https://www.linkedin.com/in/jonathanpanning) Jon Panning, CFP®, CEPA®, RICP®, is Managing Partner of Panning Wealth in Greenville, South Carolina, where he has served clients for over a decade. He brings the discipline of a strategist and the heart of a coach to his work, helping successful business owners and professionals turn financial complexity into clarity, confidence, and freedom—living well today while building a meaningful legacy for tomorrow. A Clemson economics graduate, Jon lives in Simpsonville with his wife Anna and their two children, where he serves as finance chair at his church and plays in the church band. × ### Dr. Barb ProvostEdD, MS Ed, MBM Purse Strings [LinkedIn](https://www.linkedin.com/in/barbprovost/) Dr. Barb Provost is the founder of Purse Strings, where she helps financial institutions prepare advisors for the $124 trillion Great Wealth Transfer. She holds dual master’s degrees and a doctorate in Adult Learning and Higher Education, is a certified coach, and has more than 25 years of experience consulting with financial institutions. Dr. Barb has also collaborated with the World Bank to bring gender-sensitization programs to financial institutions worldwide. A lifelong educator, she delivers practical, engaging presentations that equip advisors with actionable strategies to better serve women and grow their businesses. × ### Hugh RobertsCFP®, CSP® The Rawls Group Hugh Roberts, CFP®, CSP®, is a Partner and Succession Advisor with The Rawls Group and has more than 40 years of experience helping family business owners navigate succession. Working alongside clients and their legal, tax, and financial advisors, Hugh helps coordinate comprehensive strategies addressing the business, financial, family, and emotional issues that can determine succession success. A nationally recognized speaker and author, Hugh has presented extensively to business owner and advisor audiences across the country. He is the author of Help! I’ve Got Family in the Business, which draws on decades of real-world experience helping families navigate the complexities of business ownership, leadership, and succession. × ### David P. SantoroCFP®, MBA Santoro Financial Planning Group More than three decades of experience in the financial services industry, David helps clients at every stage. A veteran of an 18-month deployment during Operation Enduring Freedom, he served more than 23 years in the military, including 8 years in the Massachusetts National Guard and 15 years in the U.S. Army Reserve, from which he retired in 2008 at the rank of major. In 2020, David founded Santoro Financial Planning Group. An Eagle Scout, Scout Leader, member of the Narragansett Council Scouting America board, and Board member of Tri-Town Chamber of Commerce, he provides pro bono assistance to the U.S. military through the NE FPA.He has completed 76 marathons, including 37 consecutive Boston Marathons. David has raised approximately $145,000 for cancer-related charities. × ### David Selig Advice Dynamics Partners [LinkedIn](https://www.linkedin.com/in/dselig/) David Selig is Founder & CEO of Advice Dynamics Partners, a boutique consultancy serving the wealth and asset management industry exclusively, with clients typically RIAs in the $500M-$5B AUM range. With over 20 years of M&A advisory experience, he leads valuation, sell-side, buy-side, and succession engagements. He has authored white papers for Fidelity Institutional Wealth Services and Schwab Advisor Services, writes regularly for Citywire RIA, and is a frequent speaker at industry events including Schwab IMPACT, MarketCounsel Summit, Dimensional × ### Joel Steele Life Switch [LinkedIn](https://www.linkedin.com/in/joel-steele-9685888/) Joel Steele is an entrepreneur, financial advisor, fitness expert, bestselling author, and keynote speaker. For more than 22 years, he has helped individuals build healthier financial futures while championing the connection between health and wealth. His journey from personal failure to professional success fuels his mission to inspire others to achieve lasting growth. A former certified personal trainer and restaurateur, Joel is also a part owner of several professional sports teams. Known as "The ON Guy," he equips audiences with practical strategies to create meaningful personal and professional transformation through his Life Switch framework. ![](https://shift.financialplanningassociation.org/hubfs/raw_assets/public/Shift%202025/images/seattle.jpg) Mira Lindehoff Freestone Capital Management I’ve been designing icons professionally for over a decade and have worked with dozens of the biggest brands to create custom sets for their products. I’m an accomplished conference speaker, and have been teaching icon design workshops every month for the last three years. I’ve worked with designers of all skill levels and honed my way of teaching to really click for anyone who has the itch to start designing their own icons. [Watch Video](https://mem.onefpa.org/store/events/registration.aspx?event=2022ANNUAL) Follow on Facebook Follow on Twitter Follow on Instagram Follow on LinkedIn ## Speakers - ![David_Booth](https://shift.financialplanningassociation.org/hs-fs/hubfs/David_Booth.jpg?width=1200&height=1800&name=David_Booth.jpg) ### David Booth Dimensional Fund Advisors - ![Paul_Brahim_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/Paul_Brahim_FPA.jpg?width=375&height=442&name=Paul_Brahim_FPA.jpg) ### Paul J. Brahim, CFP® Wealth Enhancement Group - ![brooklyn brock](https://shift.financialplanningassociation.org/hs-fs/hubfs/brooklyn%20brock.jpg?width=620&height=620&name=brooklyn%20brock.jpg) ### Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® Ellevate Advisors - ![Davis-Saundra (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Davis-Saundra%20(1).jpg?height=2000&name=Davis-Saundra%20(1).jpg) ### Saundra Davis, MCC, APFC®, FBS® Sage Financial Solutions - ![Liam Hanlon, Head of Insights, Jump (2)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Liam%20Hanlon%2c%20Head%20of%20Insights%2c%20Jump%20(2).png?width=1600&height=2000&name=Liam%20Hanlon%2c%20Head%20of%20Insights%2c%20Jump%20(2).png) ### Liam Hanlon Jump - Advisor AI - ![Heather Jarvis](https://shift.financialplanningassociation.org/hs-fs/hubfs/Heather%20Jarvis.png?height=2000&name=Heather%20Jarvis.png) ### Heather Jarvis, Esq. Fosterus - ![Kahler-Rick](https://shift.financialplanningassociation.org/hs-fs/hubfs/Kahler-Rick.jpg?width=1385&height=1877&name=Kahler-Rick.jpg) ### Rick Kahler MS, CFT, CFP®, CeFT® Kahler Financial Group, Inc. - Advanced Wellbeing, LLC - ![tiffany lee](https://shift.financialplanningassociation.org/hs-fs/hubfs/tiffany%20lee.jpg?width=699&height=681&name=tiffany%20lee.jpg) ### Tiffany Lee, CPRC Ellevate Advisors - ![Ludwig-Eric](https://shift.financialplanningassociation.org/hs-fs/hubfs/Ludwig-Eric.png?height=2000&name=Ludwig-Eric.png) ### Eric Ludwig, Ph.D., CFP® The American College of Financial Services - ![McCoy-Megan](https://shift.financialplanningassociation.org/hs-fs/hubfs/McCoy-Megan.jpg?width=2000&height=1500&name=McCoy-Megan.jpg) ### Megan McCoy, Ph.D., LMFT, AFC®, CFT™ Kansas State University - ![Dennis Moore FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/Dennis%20Moore%20FPA.jpeg?width=960&height=1200&name=Dennis%20Moore%20FPA.jpeg) ### Dennis J. Moore, MBA, CFP® Financial Planning Association - ![PON-LAWRENCE-ES1_9533B](https://shift.financialplanningassociation.org/hs-fs/hubfs/PON-LAWRENCE-ES1_9533B.jpg?height=2000&name=PON-LAWRENCE-ES1_9533B.jpg) ### Lawrence Pon, CFP®, CPA/PFS, EA, USTCP AEP Pon Associates - ![Livia_Ramirez](https://shift.financialplanningassociation.org/hs-fs/hubfs/Livia_Ramirez.jpg?width=1200&height=1800&name=Livia_Ramirez.jpg) ### Livia Ramirez Dimensional Fund Advisors - ![Jasmine Renae Ray](https://shift.financialplanningassociation.org/hs-fs/hubfs/_MG_3041%20copy.jpg?height=2000&name=_MG_3041%20copy.jpg) ### Jasmine Renae Ray, MSW, CRC, ABFP™, CFP® Bamboo Financial Partners - ![Reiner-Matt (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Reiner-Matt%20(1).png?width=580&height=394&name=Reiner-Matt%20(1).png) ### Matt Reiner, CFP®, CFA Capital Investment Advisors - ![Shane_Sideris](https://shift.financialplanningassociation.org/hs-fs/hubfs/Shane_Sideris-02%20(1).jpg?height=2000&name=Shane_Sideris-02%20(1).jpg) ### Shane Sideris, CFA Necatrine - ![Lillian Turner Headshot](https://shift.financialplanningassociation.org/hs-fs/hubfs/Lillian%20Turner%20Headshot.jpg?height=2000&name=Lillian%20Turner%20Headshot.jpg) ### Lillian Turner, CFP®, CSLP®, RLP® Daring Greatly Wealth - ![marcia-wagner 2024 Headshot](https://shift.financialplanningassociation.org/hs-fs/hubfs/marcia-wagner%202024%20Headshot.png?width=1133&height=1205&name=marcia-wagner%202024%20Headshot.png) ### Marcia S. Wagner The Wagner Law Group ![](https://shift.financialplanningassociation.org/hubfs/raw_assets/public/fpa-retreat-1/images/seattle.jpg) Mira Lindehoff Freestone Capital Management I’ve been designing icons professionally for over a decade and have worked with dozens of the biggest brands to create custom sets for their products. I’m an accomplished conference speaker, and have been teaching icon design workshops every month for the last three years. I’ve worked with designers of all skill levels and honed my way of teaching to really click for anyone who has the itch to start designing their own icons. [Watch Video](https://mem.onefpa.org/store/events/registration.aspx?event=2022ANNUAL) Follow on Facebook Follow on Twitter Follow on Instagram Follow on LinkedIn ## Speakers - ![David_Booth](https://shift.financialplanningassociation.org/hs-fs/hubfs/David_Booth.jpg?width=1200&height=1800&name=David_Booth.jpg) ### David Booth Dimensional Fund Advisors - ![Paul_Brahim_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/Paul_Brahim_FPA.jpg?width=375&height=442&name=Paul_Brahim_FPA.jpg) ### Paul J. Brahim, CFP® Wealth Enhancement Group - ![brooklyn brock](https://shift.financialplanningassociation.org/hs-fs/hubfs/brooklyn%20brock.jpg?width=620&height=620&name=brooklyn%20brock.jpg) ### Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® Ellevate Advisors - ![Brown-Caleb](https://shift.financialplanningassociation.org/hs-fs/hubfs/Brown-Caleb.jpg?width=216&height=290&name=Brown-Caleb.jpg) ### Caleb Brown, MBA, CFP® New Planner Recruiting - ![Davis-Saundra (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Davis-Saundra%20(1).jpg?height=2000&name=Davis-Saundra%20(1).jpg) ### Saundra Davis, MCC, APFC®, FBS® Sage Financial Solutions - ![Liam Hanlon, Head of Insights, Jump (2)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Liam%20Hanlon%2c%20Head%20of%20Insights%2c%20Jump%20(2).png?width=1600&height=2000&name=Liam%20Hanlon%2c%20Head%20of%20Insights%2c%20Jump%20(2).png) ### Liam Hanlon Jump - Advisor AI - ![Jarvis-Heather](https://shift.financialplanningassociation.org/hs-fs/hubfs/HJ%20headshot.jpeg?width=2000&height=1500&name=HJ%20headshot.jpeg) ### Heather Jarvis, Esq. Fosterus - ![Kahler-Rick](https://shift.financialplanningassociation.org/hs-fs/hubfs/Kahler-Rick.jpg?width=1385&height=1877&name=Kahler-Rick.jpg) ### Rick Kahler MS, CFT, CFP®, CeFT® Kahler Financial Group, Inc. - Advanced Wellbeing, LLC - ![tiffany lee](https://shift.financialplanningassociation.org/hs-fs/hubfs/tiffany%20lee.jpg?width=699&height=681&name=tiffany%20lee.jpg) ### Tiffany Lee, CPRC Ellevate Advisors - ![Ludwig-Eric (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Ludwig-Eric%20(1).png?height=2000&name=Ludwig-Eric%20(1).png) ### Eric Ludwig, Ph.D., CFP® The American College of Financial Services - ![McCoy-Megan (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/McCoy-Megan%20(1).jpg?width=2000&height=1500&name=McCoy-Megan%20(1).jpg) ### Megan McCoy, Ph.D., LMFT, AFC®, CFT™ Kansas State University - ![Dennis Moore FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/Dennis%20Moore%20FPA.jpeg?width=960&height=1200&name=Dennis%20Moore%20FPA.jpeg) ### Dennis J. Moore, MBA, CFP® Financial Planning Association - ![PON-LAWRENCE-ES1_9533B](https://shift.financialplanningassociation.org/hs-fs/hubfs/PON-LAWRENCE-ES1_9533B.jpg?height=2000&name=PON-LAWRENCE-ES1_9533B.jpg) ### Lawrence Pon, CFP®, CPA/PFS, EA, USTCP AEP Pon Associates - ![Ray Jasmine](https://shift.financialplanningassociation.org/hs-fs/hubfs/_MG_3041%20copy.jpg?height=2000&name=_MG_3041%20copy.jpg) ### Jasmine Renae Ray, MSW, CRC, ABFP™, CFP® Bamboo Financial Partners - ![Reiner-Matt (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/Reiner-Matt%20(1).png?width=580&height=394&name=Reiner-Matt%20(1).png) ### Matt Reiner, CFP®, CFA Capital Investment Advisors - ![Turner-Lillian](https://shift.financialplanningassociation.org/hs-fs/hubfs/Headshot-2.jpg?height=2000&name=Headshot-2.jpg) ### Lillian Turner, CFP®, CSLP®, RLP® Daring Greatly Wealth - ![marcia-wagner 2024 Headshot](https://shift.financialplanningassociation.org/hs-fs/hubfs/marcia-wagner%202024%20Headshot.png?width=1133&height=1205&name=marcia-wagner%202024%20Headshot.png) ### Marcia S. Wagner The Wagner Law Group - ![Catherine_Williams](https://shift.financialplanningassociation.org/hs-fs/hubfs/Catherine_Williams.jpg?width=1200&height=1800&name=Catherine_Williams.jpg) ### Catherine Williams Dimensional Fund Advisors ## Keynote Speakers - ![David_Booth](https://shift.financialplanningassociation.org/hs-fs/hubfs/David_Booth.jpg?width=1200&height=1800&name=David_Booth.jpg) ### David Booth Transform here ## #FPAShift FPA SHIFT™ welcomes financial planning professionals at all career stages who are seeking that spark—the insight, connection, or perspective that shifts how they see their work and their future. Smaller group sizes. Deeper conversations. Content that respects your experience while pushing your thinking forward. Curious about logistics, CE, or what to expect on site? Our FAQ has the details. [Explore FAQ](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) ### STAY UP TO DATE ON SOCIAL! 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