SHIFT - Human First Financial Guidance 2024 | Advisor2X | 24 March 2024 | Walt Disney World Swan, 1200 Epcot Resorts Blvd, Lake Buena Vista, FL 32830, USA

SHIFT is the go-to industry event for financial advisors who celebrate the impact of holistic, Human First Financial Guidance™ and want to explore the latest industry changes with like-minded advisors and financial leaders.

SHIFT is more than a conference; it’s a movement toward Making Money Human. Join advisors like you who want to become exemplary planners, thinkers and doers.

Financial advisors attending SHIFT embrace the movement to bring trust and human connection to the forefront of conversations in the financial advice industry.

The go-to industry event for financial advisors who celebrate the impact of holistic, human-first financial advice and explore the latest industry changes.

2024 Speakers

Dr. Kristy Archuleta
Professor, University of Georgia

Neil Bage
Co-Founder, Shaping Wealth

Dr. Brandy Baxter
Financial Futurist, Envision 30

Breanna Blaney
Life Invested Director & VP, Dimensional

Nancy Bleeke Noël
President, Sales Pro Insider, Inc.

Stephanie Bogan
Chief Possibilities Officer, Limitless

Jess Bost
VP - Partnerships, Alpha Architect

Susan Bradley
Founder/CEO, Sudden Money® Institute/Financial Transitionist® Institute

Cary Carbonaro
SVP Head of Women and Wealth
Advisors Capital Management

Dr. Mary Carlson
President, Financial Behavioral Keynote Group (FBKG)

Justin Castelli
Founder & Financial Advisor, RLS Wealth

Dr. Preston Cherry
Founder & CEO, Concurrent Financial Planning

Ed Coambs
Owner/Therapy-Informed Financial Planner™, Healthy Love and Money

Zach Conway
Co-Founder & CEO, Seeds Investor

Saundra Davis
Program Director, Golden Gate University

Kyle DeBell
SVP of Behavioral Financial Advice, think2perform

Sidney Divine
Founder, Divine Wealth Strategies

Dan Egan
VP, Behavioral Finance & Investing, Betterment

Dr. Sarah Fallaw
President, DataPoints

Heather Fortner
Chief Executive Officer, SignatureFD

Scott Frank
Founder, Stone Steps Financial LLC

Brendan Frazier
Founder, Wired Planning

Angel Gonzalez
Co-Founder & CMO, Snappy Kraken

Ryan Goulart
EVP - Marketing and Product, think2perform

Mary Kate Gulick
CMO & EVP, Marketing & PR Services, FiComm Partners

Derek Hagen
Financial Therapist, Meaningful Money

Stoy Hall
Founder/Wealth Advisor, Black Mammoth

Andrew Hatherley
Founder, Wiser Divorce Solutions/Transcend Retirement

Dan Haylett
Director, TFP Financial Planning

Sheryl Hickerson
CEO | Founder, Females and Finance

Adam Holt
CEO & Founder, Asset-Map

Dr. Jordan Hutchison
VP of Technology and Adjunct Professor, RFG Advisory, LLC

Julie Johnson
CEO, XY Communication

Dr. Michael Kothakota
CEO, WolfBridge Wealth

Laura LaTourette
Founder, CFP®, Family Wealth Management Group

Juan Leon
Senior Crypto Research Analyst, Bitwise Asset Management

Meghaan Lurtz
Partner, Shaping Wealth

John Mackowiak
Chief Revenue Officer, Advyzon

Ross Marino
Founder & CEO, Advisor2X & Transitus Wealth Partners

Tim Maurer
Chief Advisory Officer, SignatureFD

Ian McKenna
Founder, AdviserSoftware.com

Zoe Meggert
CEO, Perfectly Planned Content, LLC

Jane Mepham
Founder / Principal Advisor, Elgon Finanacial Advisors

Carolyn Moor
Founder, Modern Widows Club

Hannah Moore
Founder & Owner, Amplified Planning

Chloe Moore
Founder, Financial Staples

Alan Moore
CEO, XY Planning Network

Amy Mullen
President, Money Quotient

Peter Nakada
Chief Education Officer, Stone Ridge Asset Management

Dr. Sarah Newcomb
Founder, Thrive Financial Empowerment Center

Dr. Brian Portnoy
Founder, Shaping Wealth

Clayton Quamme
Partner, AP Wealth

Ashley Quamme (FBKG Speaker)
President, Beyond the Plan™

Emily Rassam
Partner/Senior Financial Planner, Archer Investment Management

Steve Resch
Vice President - Retirement Strategies, Finance of America

Cameo Roberson
Founder, Atlas Park Consulting

Carol Lee Roberts
President, Institute for Divorce Financial Analysts

Laine Schoneberger
Chief Investment Officer & Managing Partner, Yrefy LLC

Jason L Smith
Founder | CEO, C2P Enterprises

Marla Sofer
Founder & CEO, knomee

Jake Spaccarotelli
Head of One Insurance Solution, One Insurance Solution for RIAs

Lawrence Sprung
Founder and Wealth Advisor, Mitlin Financial, Inc.

Lindsay Troxell
Founder, Our Coaching Initiative

Deirdre Van Nest
CEO/International Keynote Speaker, Crazy Good Talks

Danika Waddell
President, danika@xenafp.com

Roger Whitney
Owner, Agile Retirement Management

Greg Wilnau
Founder, Wilnau Design

Kendra Wright
Owner, Rebel Media Agency

Dasarte Yarnway
Head of Community, Altruist

2024 Sponsors and Partners

PLATINUM SPONSORS:
• Asset + Map
• Dimensional
• LifeX

GOLD SPONSORS:
• Advyzon
• Altruist
• Betterment for Advisors
• C2P Enterprises
• Finance of America REVERSE
• Knomee
• One Insurance Solution
• Seeds Investor
• Think 2 Perform
• Yrefy

SILVER SPONSORS:
• Bitwise
• Hub

BRONZE SPONSORS:
• Advisors Asset Management
• AFCPE
• Axos Clearing
• Bento Engine
• BOK Financial Advisor Trust Services
• Calvert Impact Capital
• CFP Board
• eMoney
• Encorestate Plans
• F&F
• Fenimore
• Institute for Divorce Financial Analysis
• llis
• Lumiant
• Mindsets & Pathfinders
• Modern Widows Club
• Nationwide
• Nitrogen
• Protective
• RBC
• RIA Insurance Solution
• Smartleaf Asset Management
• Entrust Group
• Transamerica
• VRGL
• XYPN
• Yourstake
• Zephys

COPPER SPONSORS:
• Advisors Growing
• CareAlly
• Coach360
• FinMate AI
• Kinder Institute of Life Planning
• My Virtual COO
• SalesPro Insider
• Estate Registry Wealthtender

PARTNERS:
• Mamava
• Females & Finance
• PodPony
• BLX Intership Program
• Idea Canter