Investments & Wealth Forum 2023 - Scottsdale | Investments & Wealth Institute | 5 February 2023 |

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Event Date Sun Feb 5 MST - Wed Feb 8 MST (almost 2 years ago)
In your timezone (EST): Sun Feb 5 2:00am - Wed Feb 8 2:00am
Region Americas
Speakers

2023 Speakers

Dana Anspach, CFP®
Founder, Chief Executive Officer of Sensible Money, LLC

Karen Barr
President and Chief Executive Officer, Investment Adviser Association

Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP
Adjunct Professor, The American College of Financial Services

Corey Ciocchetti, JD
Associate Professor of Business Ethics and Legal Studies in the Daniels College of Business, University of DenverAdam Cummings
Entrepreneur and Advisor, The Nathan Cummings Foundation

Lisa R. Featherngill
Senior Vice President and National Director, Comerica Wealth Management

Hale Irwin
PGA Hall of Famer

Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Chief Financial Planning Nerd, Publisher, Podcast Author

Lindsey Larrabee, CPWA®
Consultant, Templar Advisors

Roger L. Levy, LLM, AIFA®
Chief Executive Officer, Cambridge Fiduciary Services

Stephanie Link
Chief Investment Strategist, Hightower and CNBC contributor for several shows, including The Halftime Report, Closing Bell and Squawk Box

Ashley S. Murphy, GFP (USA) CFP®, AIF®
Founder and Principal, Arete Wealth Strategists Australia

Noel Pacarro Brown, CIMA®, CPWA®
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

Scott Reed, AIFA®,CIMA®
CEFEX Analyst, Chief Executive Officer

Steve Siegel, JD, LLM
President, The Siegel Group

Matt Sommer, PhD, CFP®, CFA
Head of Defined Contribution and Wealth Advisor Services, Janus Henderson Investors

Duane Thompson, AIFA®
President, Potomac Strategies, LLC

Susan Turnbull
Founder and Principal of Personal Legacy Advisors

David York, Esq. CPA®
Co-founder and Managing Partner, York Howell & Guymon

Sponsors & Partners

2023 Sponsors

• Allianz Life Insurance Company of North America
• American Century Investments
• Bitwise
• Capital Group, home of American Funds
• Charles Schwab
• Commonwealth
• GQG Partners
• Gray Harbor Capital
• John Hancock Investment Management
• Macquarie Asset Management
• MWC Group
• Nationwide
• New York Life Insurance Company
• Pontera
• ProShares
• Raymond James RIA & Custody Services Division
• RBC Wealth Management
• Toews Asset Management
• Thrivent Mutual Funds