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Featured Speakers

MB

Mark Berg

CR

Carl Richards

PM

Paul Merriman

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Allan Roth

Wealth Logic, LLC
Principal

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Leisa Aiken

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David Barnett

Barnett Financial Planning
Owner/planner
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Susan Bradley

Sudden Money Institute
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Kitty Bressington

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Founder / Owner
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Chuck Clifton

Sycamore Financial Planning
Principal Financial Planner
KC

Katy Cook

Abacus Financial Planning, LLC
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RC

Rob Cook

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Jerry Davis

Jerry J Davis CPA PC
CEO
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Nancy Dienes

Arrivity Financial Planning
Principal / Financial Planner
TD

Taft Dorman

BYU-Idaho
Financial Planning Program Director
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Christina Empedocles

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ME

Maria Erickson

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Al Faber

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Danqin Fang

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Sara Grillo

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Matteo Hoch

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Red Holzbach

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Tracy St John

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Principal
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Jean Keener

Keener Financial Planning
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Stephen Lay

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Rachael Lord

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Apollo Lupescu

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David McPherson

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Michael Morton

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Cameo Roberson

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Susan Schreiner

Schreiner Financial Solutions
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Beth Shurtz

Keener Financial Plannikkng
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David Sterman

Huguenot Financial Planning
President
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Ryan Sullivan

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Lisa Weil

Clarity Northwest Wealth Management, LLC
Principal, CFP(R), MBA
PZ

Prudence Zhu

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