CNBC Financial Advisor Summit 2023 | CNBC Events | 14 June 2023 | Virtual

The CNBC Financial Advisor Summit brings together the country’s top advisory firms to explore the state of markets.

Forward-thinking advisors meet to hear from financial industry heavyweights about the state of the markets and the economy, and to discover new and innovative ways they can address the increasingly complex needs of their clients.

2023 Speakers

Roger Ferguson
Fmr. U.S. Federal Reserve Vice Chairman, Fmr. TIAA CEO

Sonal Desai
EVP, Portfolio Manager & Chief Investment Officer, Franklin Templeton Fixed Income

Tom Lee
Managing Partner, Fundstrat Global Advisors

Fiona Ma
California State Treasurer

Dan Niles
Founder & Portfolio Manager, Satori Fund

Rebecca Patterson
Council for Economic Education, Board Chair

Nathan Sheets
Global Chief Economist, Citi Research

Candice Tse
Managing Director, Global Head of Strategic Advisory Solutions, Goldman Sachs

Brad Klontz
Managing Principal, Your Mental Wealth Advisors

Grant Sabatier
Author of “Financial Freedom“

Alex Trias
Retired Attorney, FIRE Movement Advocate

Brian Hamburger
Founder & Chief Counsel , Hamburger Law

Preston Cherry
Founder & President, Concurrent Financial Planning

Gina Sanchez
CEO, Chantico Global, LLC & Chief Market Strategist, Lido Advisors

Morgan Brennan
“Closing Bell: Overtime” Co-Anchor, CNBC

Contessa Brewer
Correspondent, CNBC

Jim Cramer
"Mad Money" Host & "Squawk on the Street" Co-Anchor, CNBC

Sharon Epperson
Senior Personal Finance Correspondent, CNBC

Kelly Evans
Anchor, “The Exchange” and Co-Anchor, “Power Lunch”, CNBC

Steve Kovach
Technology Correspondent, CNBC

Melissa Lee
“Fast Money” & "Options Action" Host, CNBC

Tyler Mathisen
Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC

Kristina Partsinevelos
Nasdaq Reporter, CNBC

Bob Pisani
Senior Markets Correspondent, CNBC

2023 Sponsors

• Allspring
• Amplify ETF
• BAM
• Interactive Brokers
• Nuveen
• State Street Global Advisor