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    Our Speakers

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    AC
    Ali Criss-Kemp
    CEO & Owner
    Financial Insights Wealth Management
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    AA
    Andrew Altfest
    President
    Altfest Personal Wealth Management
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    BA
    Blaine Aikin
    Founder
    Fiduciary Insights LLC
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    BS
    Bryan Staff
    Co-Founder and Managing Partner
    Merchant Investment Management
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    CN
    Christian C. Nwasike
    Board Chairman
    Association of African-American Financial Advisors
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    CF
    Chuck Failla
    Founder & CEO
    Sovereign Financial Group
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    DB
    Debra Brennan Tagg
    President
    BFS Advisory Group
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    ES
    Eric Stephenson
    Chief Operating Officer
    Align Impact
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    GR
    Gabe Rissman
    Co-Founder and President
    YourStake
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    HP
    Hiren B. Patel
    Head of Advisor Solutions
    55ip
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    JB
    James Burton
    Global Managing Editor
    InvestmentNews
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    JL
    James Lee
    President
    FPA National
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    JT
    James Thompson
    SVP, Head of Diverse and Multicultural Wealth Segments
    Bernstein
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    JM
    Jason Miller
    Partner / Chief Operating Officer
    Crewe Advisors
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    JD
    Joe Duran
    CEO & Founder
    Rise Growth Partners
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    KB
    Ka’Neda Bullock
    President and Founder
    Master Plan Investment Group
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    KK
    Kate Kammes
    Principal/Chief Talent Officer
    JMG Financial Group
    speaker image
    KM
    Kay Lynn Mayhue
    President
    Merit Financial Advisors
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    KR
    Knut Rostad
    President
    Institute for the Fiduciary Standard
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    LO
    Lauren Oschman
    CEO & Partner
    Vestia Personal Wealth Advisors
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    LM
    Liz Miller
    Founder & President
    Summit Place Financial
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    LN
    Liz Nesvold
    Chair
    Emigrant Partners
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    MO
    Matt Ohme
    Vice President, RIA Sales
    Jackson
    speaker image
    MM
    Matthew Matrisian
    Head of Client Growth
    AssetMark
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    NO
    Nina O'Neal
    Investment Advisor, Partner
    AIM Advisors
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    SS
    Shannon Spotswood
    President
    RFG Advisory
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    SH
    Sharon Hayut
    Senior Managing Director
    Magnus Financial Group
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    SM
    Steve Miksta
    Founder & CEO / CTO
    Oppty Unlimited
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    SS
    Suzanne Siracuse
    CEO & Founder
    Suzanne Siracuse Consulting Services
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    TR
    Thomas Ruggie
    Founder & CEO
    Destiny Family Office

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