--- 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. Speakers for FPA SHIFT™ 2026 will be added as they are confirmed. Stay tuned! ![Header_2617770777](https://shift.financialplanningassociation.org/hs-fs/hubfs/Header_2617770777.jpg?width=8924&height=4706&name=Header_2617770777.jpg) ## Keynote Speakers - ![David_Booth](https://shift.financialplanningassociation.org/hs-fs/hubfs/David_Booth.jpg?width=1200&height=1800&name=David_Booth.jpg) ### David Booth ![](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 - ![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 - ![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 - ![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 - ![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 - ![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 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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