Andi is a thought leader in financial therapy and a seasoned educator who helps professionals navigate the emotional and relational dynamics of money. Her work offers powerful insight for advisors looking to strengthen communication, resolve conflict, and support clients through life transitions.
Ashley is a licensed therapist and financial behavior expert who brings a fresh, human-centered perspective to the advisor–client relationship. She helps advisors understand emotional triggers, relational patterns, and client dynamics that influence financial decisions.
Carl is a bestselling author and the creator of the iconic Sketch Guy column in The New York Times. Known for his simple sketches and powerful storytelling, he helps audiences rethink financial behavior and align money with what matters most.
Christine is a veteran financial advisor and educator who speaks on intentional living, financial life planning, and relationships with money. Her calm, insightful approach helps audiences connect their financial decisions to life values and long-term well-being.
Dan is a leading voice in retirement design and the founder of Humans vs Retirement. He helps audiences navigate the emotional and practical “messy middle” between work and what’s next, offering a refreshing, human-first approach to planning.
Danika is an award-winning financial advisor and life-planning expert who brings clarity to complex equity compensation decisions—from RSUs and IPOs to tech-driven wealth transitions. She integrates financial life planning and coaching to help individuals and advisors align money decisions with values, purpose, and long-term well-being.
Evan is an expert in client experience, planning strategies, and practice efficiency. His presentations offer practical insights for advisors seeking to deepen relationships, streamline workflows, and deliver exceptional value.
Heather is an award-winning CEO and respected leader in the advisory profession. She speaks on firm culture, leadership, strategic growth, and building organizations grounded in purpose, people, and performance.
Jonathan is a longevity-planning expert who speaks on the intersection of financial planning, aging, and family dynamics. His work equips advisors and families to prepare thoughtfully for the financial and emotional shifts of longer lifespans.
Kristy is a pioneer in financial therapy and an internationally recognized researcher and educator. She helps audiences understand the emotional, relational, and psychological aspects of financial decision-making and client interaction.
