FPA Annual Conference 2023 | Financial Planning Association (FPA) | 27 September 2023 | Hyatt Regency Phoenix, 122 N 2nd St, Phoenix, AZ 85004, USA

One of the most common sentiments we hear about this Conference is “it happens in the hallways.” That’s because it’s in the hallways of the convention center, hotels, and other venues where that spirit of community is most evident. In the hallways, people stop to talk and share with each other. They connect because events like our Annual Conference bring out the one quality we ALL need now more than ever—community.

2023 Speakers

Chris Gardner
CEO, HappYness

Nouriel Roubini
CEO, Roubini Macro Associates, LLC

Gary Altman
Altman & Associates

Erinn Andrews
GiveTeam

Denise Appleby
Appleby Retirement Consulting Inc.

Kristy Archuleta
University of Georgia & Financial Behavior Keynote Group

Marjorie Barrie
FPA of Suncoast / ACSIA Partners

Christopher Bentley
Wings for Widows

David Blanchett
PGIM

Brooklyn Brock
Ellevate Advisors

Kellan Brown
Finance of America Reverse

Elissa Buie, CFP®
Yeske Buie

Diana Cabrices
Diana Cabrices Consulting

Sarah Cain
Carson Group

Autumn Campbell
Facet Wealth

Jacqueline Campbell
Alexander Legacy Private Wealth Management

Lisa Dickholtz
Dickholtz Health & Wealth

Kalli Fedusenko
Kalli Collective

Amy Florian
Corgenius, Inc.

John Froberg
CFP
IronBridge Wealth Counsel

Mac Gardner
FinLit Tech

Laura Garfield
Idea Decanter

Greg Geisler
Indiana University

Sharon Gottula
Idea Decanter

Jamie Hopkins
Carson Group

Tiffany T. House
Thompson & Associates

Paula Jones
Attorney, Jones Estate Group, Inc.

Emily Kooche
eMoney Advisor

Laura LaTourette
Family Wealth Management Group

Peter Lazaroff
Plancorp

Courtney Lee
Dimensional Fund Advisors

James Lee
Lee Investment Management

Sheng-Hung Lee
PhD Candidate, MIT AgeLab

Meghaan Lurtz, PhD, FBS
Kitces/KSU/Columbia

Justin Mack
Moisand Fitzgerald Tamayo, LLC

Christian Nwasike
Association of African American Financial Advisors

Stephen Resch
Finance of America Reverse

Laine Schoneberger
Yrefy, LLC

Heather Schreiber
HLS Retirement Consulting, LLC

David Selig
Advice Dynamics Partners

Darin Shebesta
Jackson/Roskelley Wealth Advisors, Inc.

Andrew Shedlock
Kutak Rock LLP

Caleb Silver
Investopedia

Jake Spaccarotelli
One Insurance Solution for RIAs

Connor Sung
CFP, eMoney Advisor

Steven Sweeney
Allianz

Linda Taylor

Cozy Wittman
College Inside Track

2023 Partners

• Ryan Insurance Strategy Consultants
• Carson Coaching
• eMoney
• Finance of America Reverse
• Allianz
• American Heart Association
• Jackson
• Nationwide
• Insurance Solutions
• Yrefy