XYPN17 And FinTech Competition 2017 | XY Planning Network | 28 August 2017 | Dallas, Texas, Fairmont Dallas 1717 N. Akard Street

In our inaugural year, #XYPN15 exceeded participation expectations. In 2016, we blew the doors off. Early estimates predict a roof-raising event in 2017.

Michael E. Kitces,
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View.

Alan Moore
MS, CFP® is the co-founder of the XY Planning Network and president of Serenity Financial Consulting, a fee-only RIA and location independent financial planning firm.

Mitch Anthony
Founder & president of Advisor Insights & the Financial Life Planning Institute. For almost two decades, Mitch has provided training & development for both individual advisors & major organizations throughout the world. He has been named one of the industry's top "Movers & Shakers".

Andre Novaes
CFP®, is the founder of LifeFP, which aims to transform the lives of 1 million Brazilians despite the fact that, he says, "99% of the population never, ever heard about financial planning!" In 2007, he launched LifeFP. a booming company with over 50 financial planners with sights set on growing to 100 planners by December of 2019.

Farnoosh Torabi
Was over $30,000 in debt, making $18 an hour and living in New York City, the most expensive city in the United States. A case study of the American dream, Farnoosh turned adversity into gold. Her first book, You’re So Money – Live Rich Even When You’re Not, was published in 2008 and propelled her to become one of the most revered financial gurus of our time.

Anna Sergunina
Certified Financial Planner at MainStreet Financial Planning, Inc, nation's largest fee-only, hourly/project-based financial planning business, with 6 offices in 4 states, with a mission to help clients make Smart Financial Decisions.

Travis Brewer
CFP®, VP, Business Consulting, TD Ameritrade Institutional, Business Planning and Firm Strategy
As a business consultant with TD Ameritrade Institutional (TDAI), Travis consults with advisors on various practice management areas such as human capital, operational efficiency, client experience, and firm strategy.

Shawn Tydlaska
CFP Pro and is dedicated to empowering young professionals (ages 25-45) to understand and take control over their financial lives.

Joe Messinger
CFP®, ChFC®, CLU®, is a partner and Director of College Planning at Capstone Wealth Partners (capstonewealthpartners.com).

Heather Jarvis
Attorney and a nationally recognized expert specializing in student loan law. She has provided award-winning student loan education and consultation for universities, associations and professional advisors since 2006 and is sought after for her sophisticated knowledge and accessible teaching style.

Kaya Ladejobi
Certified Financial Planner who started her financial services career approximately 10 years ago serving high net-worth clients at one of the most prestigious firms in the industry.

Katie Brewer
CFP® is a financial coach to bread-winning women and other professionals of Gen X & Y and the president of Your Richest Life. She has accumulated over 10 years of experience working with clients and their money.

Meg Bartelt, CFP®, MS, is the founder and president of Flow Financial Planning, LLC, a financial planning firm that helps women in tech cultivate financial and professional strength.

Jennifer Pritchard
has been working for 4 RIAs as a virtual associate advisor since May of 2016. She has a degree in Personal Financial Planning from Texas Tech University and holds the Certified Financial Planning (CFP) designation.

Philip Olson
Co-Founded the "The Art of Finance" - A fee-only planning firm for helping artists and creatives take charge of their finances. Philip's background is in theater and public performance (UT Graduate Theater & Dance)

Deborah Meyer
CPA, CFP® is a fee-only financial planner in greater Saint Louis and founder of WorthyNest. Her professional mission is to educate and empower families to make great financial decisions.

Jennifer Mastrud
is tasked with sharing the movement at XYPN as Director of Marketing. Her expertise is in branding, marketing, and public relations.

Stephen Alred
First joined XYPN as a member. After working with the team on smaller projects, he was hooked. He now serves as the Director of Advisor Success.

Arlene Moss
Works with XYPN members to provide a group experience that she offers to individuals and teams through her own coaching firm. Through a blend of encouragement, accountability, and systematic improvements.

Scott Gill
Licensed Securities Principal with experience in both RIA and broker-dealer compliance. He began his financial services career in 2006 as a Registered Representative with E*Trade Financial in Alpharetta, GA. He has also worked with J.P. Morgan Private Banking in Chicago, IL and with Wells Fargo Advisors in Chapel Hill, NC. Scott’s most recent role before joining Team XYPN was as Compliance Officer of Carolinas Investment Consulting.

Sara Stanich
CFP®, CDFA™ is founder of The Stanich Group, a fee-only registered investment adviser in New York City. Her firm provides financial planning advice and investment management to corporate executives, as well as consulting services regarding the financial issues of divorce.

Kenneth Klabunde
MS, CFP(R), is the founding principal and chief investment officer of Precedent Asset Management and has been serving clients with coordinated financial planning and investment management for over 20 years.

Carolyn McRae
Professional marketer with more than five years experience helping small businesses reach their growth goals. Her approach to marketing is both creative and analytical; helping people achieve a creative flow that’s unique and exciting, while using tracking and metrics to learn what actually works for their business.

Melissa Ellis
Made a career change to personal financial planning in October 2008, just in time for the bumpy ride the Market took that year. Melissa enjoys working with people and helping them achieve their financial goals.

Cary Cates
MBA, CFP®, EA, is the owner of Cates Tax Advisory and an adjunct professor of finance at the University of North Texas. He lives in Denton, TX, with his wife of 13 years and two young daughters.

Tim Hale
Founder and owner of Hale Financial Solutions, a financial planning firm focused on helping busy, working families grow their wealth by making smart financial decisions, specifically with their 401(k)s.

Justin Waller
After being recruited by a nationally known financial planning firm in early 2000, Justin Waller was promoted to training manager before the end of the year. He obtained his Certified Financial Planner designation in the spring of 2003.

Brad Bond
Has been providing financial planning and investment advice for 20 years, and was previously an engineer. He works in-person and virtually with individuals and families at various life and career stages.

Courtney Ranstrom
Co-founded Trailhead Planners, LLC, with her brother, Morgan Ranstrom, in 2016. They focus on offering holistic financial planning and socially responsible investing. Prior to that, they were with a $130 million AUM RIA. Courtney is a Certified Financial Planner(R) and has an MBA from Willamette University.

Eric Roberge
CFP® is the founder of Beyond Your Hammock, where he helps people in their 30s and 40s turn their income into financial freedom.

Sanjay Jain
MD MBA is an accomplished doctor and bestselling author who has always had a passion for financial well-being.

Carol Craigie is a psychologist turned financial planner who has a long history in financial services. She served as Director of Financial Planning at Wells Fargo, JP Morgan Chase and Key Bank where she introduced and expanded financial planning services across their diverse segments.

Vid Ponnapalli is the founder and president of Unique Financial Advisors. He provides customized financial planning and investment management services for Generation X professionals.

Daniel Wrenne
has worked as a financial planner in Lexington KY since 2005. In 2014, he founded Wrenne Financial Planning to cut out all the conflicts of interest and better serve his clientele of young physicians.

Pam Horack
makes financial planning simple. For over 20 years, she has worked in a variety of roles including customer relations, management and training and development roles in several banking, brokerage and mortgage companies.

Jason Howell
President of Jason Howell Company (JHCo.), a fiduciary wealth management firm for politicos or people who run for political office. He is also an adjunct professor of personal finance at American University’s Kogod School of Business. As a former United States Congressional candidate and has been featured as both an independent political strategist and an established financial expert on the local ABC affiliate.

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