NAPFA Spring National Conference 2023 | NAPFA | 10 May 2023 | Marriott Marquis San Diego Marina, 333 W Harbor Dr, San Diego, CA 92101, USA

National conferences are held each spring and fall throughout the U.S. and attract more than 60 exhibitors and 400 practitioners. In addition to outstanding educational sessions, there is always a well-attended exhibit hall to access new business solutions from industry providers.

You will have the ability to enjoy in-person learning and the opportunity to connect with the NAPFA community. NAPFA is celebrating its 40th anniversary in 2023. We hope you will join us as we celebrate in San Diego.

2023 Speakers

Crystal Washington
Futurist | Technology Marketing Strategist | Virtual & International Keynote Speaker, CWM Enterprises

David Allison
Dean, Distinguished Professor, and Provost Professor, Indiana University Bloomington

LaVaughn Henry, PhD, CBE
Senior Policy Analyst, Federal Deposit Insurance Corporation (FDIC)

Jeffrey Levine
Chief Planning Officer, Buckingham Wealth Partners

Christopher Dale
President, Life After Grief Financial Planning

Ed Coambs
Therapy Informed Financial Planner, Healthy Love & Money

Jerry Skapyak
Vice President Advisor Services, Low Load Insurance Services Inc

Don St. Clair
President, St. Clair Financial

Dan Corcoran
Senior Marketing Coordinator, Walkner Condon Financial Advisors

Abel Soares III, CFP, CPA
CEO, Hui Malama Financial Advisors LLC

Sadé Soares
Co-Owners, Hui Malama Financial Advisors LLC

Brant Steck
Managing Partner, First Element Insurance Planners

Raoul Rodriguez
Senior Wealth Advisor, Mariner Wealth Advisors

Steven Ryder
Founder and CEO, True North Networks

Christine Simone
Co-Founder, Caribou

Dr. Kristy Archuleta
Professor in Financial Planning, University of Georgia

Stacy Miller
Partner, Bright Investments, LLC

Lori Neidel
Founder and Head of the Law Office, Lori J. Neidel, LLC

Stephanie Reilly
Senior Advisor Business Consultant, SEI

John Owens
Director of Financial Planning and Chief Compliance Officer, Brooklyn FI

Stephen Resch
Vice President of Retirement Strategies, Finance of America Reverse

Dave O'Brien
Founder and Principal, EVOadvisers

Eric Droblyen
President and CEO, Employee Fiduciary

Daniel Moisand
Chair of the Certified Financial Planner Board of Standards

Benjamin Birken
Owner and Founder, Pisces Financial Advisors

Shaun Kapusinski
Senior Director, Technology, Sequoia Financial Group

Lawrence Pon
Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores

Joe Messinger
Partner & Director of College Planning, Capstone Wealth Partners, Ltd.

Aysha Ballis
Partner and CCO, Elwood & Goetz Wealth Advisory Group

Karla McAvoy
Managing Director, The Mather Group

Tim Kochis
Board of Directors; Chair, The Asia Foundation

Stephen Fletcher
Lead Planner and Owner, EVOadvisers

Kevin Keller
Chief Executive Officer, CFP Board

Ryan Geik
Investment Consultant, Vanguard Financial Advisor Services

Rodney Sullivan
Founder, Vesteer Wealth Management

Debbie McCullough
Vice President of Planned Giving, Heifer Foundation

Arlene Moss
Executive Business Coach, XY Planning Network

Cynthia Meyer
Principal, Real Life Planning

Steve Doster
Financial Advisor, Rowling & Associates

Scott Jensen
Founder, Renovate Financial Planning

Kahne Krause
Regional Director and Vice President, Dimensional Fund Advisors

Christian Mills
Head of Financial Advisor Relations, Longbridge

Jerry Auippa
Reverse Mortgage Consultant, Longbridge Financial

Riley Moynes
Author, Public Speaker, Educator, Podcaster, Former Financial Advisor, and TED Talk presenter

Massimiliano De Santis
Lecturer of Finance and Economics, McCoy College of Business of Texas State University

Jennifer Murray
Principal and Wealth Manager, Modera Wealth Management

Kathleen Boyd
Financial Planning and Process Coach, XYPN

Steven Sweeney
Vice President of Advanced Markets and Solutions, Allianz Life Insurance Company

Jeff Levine
Lead Financial Planning Nerd, Kitces.com

Mike Kurz
CEO and Financial Planner, OverShare Advice and Planning, LLC

Kathi Balasek
Speaker, Coach, Corporate Consultant, University Lecturer, Podcast Host, And Widow Advocate

Wade Pfau
Program Director, The American College of Financial Services

Mark Evers
Lecturer and the Financial Planning Program Director, University of North Texas

Ellen Cookman
Owner and Principal Attorney, Cookman Law, PC

Amy Irvine
Founder/Owner, Rooted Planning Group

Danielle Seurkamp
Vice President of the Board of Trustees, NAPFA

Lisa Neira
Wealth Advisor, RegentAtlantic

Matt Iverson-Comelo
Executive Director, Advisers Give Back

Stephanie Lee
Founder, East Rock Financial Services

Luis Rosa
founder, Build a Better Financial Future

Shawn Tydlaska
Co-founder, BLX Internship Program

Linda Leitz
Founder, Peace of Mind Financial Planning

Edgar Collado
Chief Operations and Compliance Officer, Tobias Financial Advisors

Franklin Gay
Wealth Advisor, Tobias Financial Advisors

Lorenzo Sanchez
Principal, Director of Wealth Management, Rowling & Associates

2023 Sponsors

• Advance Your Reach
• Allianz
• Axos Advisor Services
• Buckingham Strategic Wealth
• Dimensional
• Finance of America Reverse Retirement Strategies
• Heifer Foundation
• Holisti Plan
• Kiva
• Lincoln Financial Group
• LLIS
• LongBridge Financial
• LPL Financial
• Nationwide
• Pacific Life Advisory
• Ryan Insurance Strategy Consultants
• SEI