SHIFT 2023 | Advisor2X | 19 March 2023 | Hyatt Regency Hill Country Resort & Spa, 9800 Hyatt Resort Dr, San Antonio, TX 78251, USA

Advisors understand that trust is the key to growing their business. Nothing happens if people don't trust you.

But how do you build trust?

Being competent is required, but it's not enough.

Having integrity is necessary, but it doesn't mean people will trust you. The key to building trust is connecting on the human level.

2023 Speakers

Kevin Keller, CAE
CEO, CFP Board

Carl Richards, CFP®
Chief Brand Officer, Elements

Dr. Sarah Fallaw, Ph.D.
President, Datapoints

Dr. Meghaan Lurtz, Ph.D.
Senior Research Associate, Kitces.com

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Managing Partner of Wealth Solutions, Carson Group

Jason Wenk
Founder & CEO, Altruist

Nicole Casperson
Founder/Content Creator, Fintech Is Femme

Dr. Preston Cherry, Ph.D., CFT-I™, CFP®
Financial Planner | President, Financial Therapy Association

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Amy Mullen, CFP®
President, Money Quotient

Brendan Frazier, CFP®
The Human Side of Money

Dr. Brian Portnoy, Ph.D., CFA
Founder, Shaping Wealth

Ed Coambs, CFP®, LMFT, CFT-I™
Therapy Informed Financial Planner, Healthy Love & Money

Kristy Archuleta, Ph.D., LMFT, CFT-I(TM)
Professor, University of Georgia Financial Planning

Tim Maurer
Head of Wealth Management, Triad Financial Advisors

Jess Bost, RICP®
VP-Brand Partnerships, Alpha Architect

Dr. Mary Carlson, Ph.D., CFP®, AFC®
Founder, Behavioral Keynote Group

Danika Waddell, CFP®, RLP®, CSLP®
President & Founder, Xena Financial Planning

Shaun Erickson, CFP®
Chief Planning Officer, Single Point Partners and Co-Founder, Knudge

Carol Lee Roberts, CFP®, CDFA®
President, Institute for Divorce Financial Analysts®

Deirdre Van Nest
Founder, Crazy Good Talks

Sheryl Hickerson, FLMI
Founder, Chief Engagement Officer, Females and Finance

Sheryl OConnor
CEO & Founder, IncomeConductor

Derek Hagen
Founder, Meaningful Money

Arlene Donley Moss
Executive Business Coach, XY Planning Network

Dr. Phil Pearlman, PsyD
Founder, Pearl Institute

Mark Newfield, CFP®, RICP®
Financial Coach, Journey Strategic Wealth

Dr. Sarah Asebedo, Ph. D., CFP®
School Director, School of Financial Planning, Texas Tech University

Susan Bradley, CFP®, CeFT®
Founder, Financial Transitionist Institute

Kathi Balasek, MA
Founder, Grief Smart Advisor

Julie Johnson
Founder, CEO & Chief Connection Officer, XY Communication

Megan Kopka, CFP®
CEO, Kopka Financial

Neil Bage
Behavioral Scientist, Co-Founder, Shaping Wealth

Courtney Ranstrom
Co-Founder & Financial Planner, Trailhead Planners

Diana Gisel Yáñez, CFP®, RLP®
Financial Empowerment Coach, All the Colors

Sheri Fitts
Founder, Sheri Fitts & Co.

Carolyn Moor
Founder, Modern Widows Club

Jonathan Walker
VP, Marketing Strategy, Elevate

Michael Kothakota, Ph.D., CFP®
Head of Research, CFP Board

Pema Sherpa
Trainer, Pema Solutions

John O'Bannon, CIMA®
Director, RIA/Consultant Division, PGIM Investments

Reese Harper, CFP®
CEO, Elements

Adam Holt, CFP®, ChFC®
CEO & Founder, Asset-Map

Alyssa Rakovich
Director Strategic Relationships Wealth Management, The Estate Registry

Stephen Resch
Vice President of Retirement Strategies, Finance of America

Alison Susko
Vice President of Community, Asset-Map

Corey Westphal
CEO, Mobile Assistant

Kellan Brown
Vice President of Strategic Partnerships, Finance of America

Robert Holderith
Head of PGIM Custom Harvest, PGIM

Mark Akeroyd
Head of Customer Success, Lumiant

Candace Carlton
EVP Advisor Education + FiComm Studios, FiComm Partners

Ross Marino, CFP®
Founder, Transitus Wealth Partners and Advisor2X

2023 Sponsors and Partners

• Alpha Architect
• Asset Map
• Axos
• Catch Light
• Delaware Funds
• Elements
• eMoney
• Entrust Group
• Ficomm
• Finance of America
• Financial Wellness
• Hub
• Idfa
• Insurance Solution
• LSV Asset Management
• Lumiant
• Mobile Assistant
• Morningstar
• Mortgage Twins
• PGIM Investments
• RBC
• RIA Insurance Solutions
• Sierra
• Smart Asset
• Estate Registry
• White Glove

PARTNERS:
• NAPFA
• Financial Transitionist
• Shaping Wealth
• XY Planning Network
• Wired Planning
• Females and Finance
• Financial Therapy Association
• Three Crowns
• IncomeConductor
• Financial Behavior
• Knudge
• Modern Widows Club
• Money Quotient
• Altruist
• DataPoints
• BLX Partnership