Wealth@Wor(k) 2023 | Advisor2X | 15 October 2023 | Gaylord National Resort, Forest Heights, MD 20745, USA

Join 300 financial advisors for the industry’s first event focused on helping employees achieve financial freedom through holistic workplace wellness. This event features over 50 expert-led sessions on retirement planning, investments, compliance, marketing and more, plus dedicated workshops to help you manage your own wellbeing.

2023 Speakers

Brian Portnoy
Founder, Shaping Wealth

Maryanne Spatola
Founder & CEO, C3 Talent Strategies

Alexander Assaley
Managing Principal, AFS 401(k) Retirement Services, LLC

Sheri Fitts
Founder & CEO,Sheri Fitts & Co.

Thomas Clark
Partner and COO, The Wagner Law Group

Jania Stout
Co-Foundeer, Fiduciary Plan Advisors-A OneDigital Company

Brad Arends
CEO, intellicents

Joseph Denoyior
President, HUB International

Lisa Anderson
Sr. Manager, INPRS

Jesse Taylor
Vice President, RPAG

Christina Tunison
Financial Advisor/ | Retirement Plan Consultant, LPL Financial

Amy Glynn
Managing Partner, Viking Cove Institute

Zack Hubbard
Director of Financial Planning & Participant Engagement, Greenspring Advisors

Stefanie Rzepecki
SVP, Business Development, GRP Financial

Sam Mitchell
CEO, Sentinel Group

Paula Friedman
Managing Principal, McLean Asset Management

Phillip Senderowitz
Managing Director, Strategic Retirement Partners

Patrick Rieck
VP, Retirement and Private Wealth Product, HUB International

Pam Brooks
Client Executive, Oswald Financial

Melissa Cowan
President, Melissa Cowan Consulting LLC

Brandon Budd
Financial Consultant, intellicents

Matthew Halloran
Co-founder, ProudMouth

Rosalyn Brown
Vice President, WIPN

Daniella Moiseyev
Head of Marketing, Smart

Michael Kushner
Retirement Plan Consultant, RPC

Meghan Richter
Co-Founder, Intention.ly

Mary Kathryn Campion
President, Champion Capital Research

2023 Sponsors

PLATINUM SPONSORS
• American Century Investments
• Capital Group | American Funds
• Principal

GOLD SPONSORS
• Allianz Life Insurance Company of • North America
• Fiduciary Decisions
• John Hancock Investment Management
• J.P. Morgan Asset Management
• Nationwide
• Nuveen
• OneAmerica
• PIMCO
• State Street Global Advisors
• Transamerica

SILVER SPONSORS
• Allspring Global Investments
• EMPOWER
• Goldman Sachs Asset Management
• HUB International
• Human Interest
• Lincoln Financial Group
• MFS Investment Management
• Mutual of Omaha
• NWPS
• Paychex Retirement Services

BRONZE SPONSORS
• ADP Retirement Services
• Alerus
• Ameritas
• Asset-Map
• BlackRock
• BNY Mellon Investment Management
• BPAS
• Broadridge
• Cohen and Steers
• Columbia Threadneedle
• CUNA Mutual Retirement Solutions
• Delaware Funds by Macquarie
• Fidelity
• Fisher Investments
• Franklin Templeton Investments
• Hodges Capital
• Income America
• Invesco
• MassMutual Investments
• Millennium Trust Company
• Milliman
• Neuberger Berman
• Pacific Life
• Payden & Rygel
• PenChecks Trust
• PGIM Investments
• Putnam Investments
• Schroder Investment Management North America, Inc.
• Security Benefit
• Smart USA
• The Standard Retirement Plans
• TRAU
• T. Rowe Price
• Venrollment
• Vestwell
• Virtus Investment Partners
• VOYA Investment Management