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Featured Speakers

avatar for Mark Berg

Mark Berg

Timothy Financial Counsel, Inc
Founder
avatar for Carl Richards

Carl Richards

Behavior Gap
The Sketch Guy, Author
PM

Paul Merriman

avatar for Allan Roth

Allan Roth

wealth logic, LLC
Principal

Speakers

avatar for John Abernethy

John Abernethy

Together Planning
Financial Planner
avatar for Leisa Aiken

Leisa Aiken

Retired
avatar for David Barnett

David Barnett

Barnett Financial Planning
Owner/planner
avatar for Kitty Bressington

Kitty Bressington

Linden Financial Consultants, LLC
Founder / Owner
avatar for Chuck Clifton

Chuck Clifton

Sycamore Financial Planning
Principal Financial Planner
avatar for Katy Cook

Katy Cook

Abacus Financial Planning, LLC
Principal
avatar for Rob Cook

Rob Cook

Bement & Company
Director of Strategic Tax
avatar for Jerry Davis

Jerry Davis

Jerry J Davis CPA PC
CEO
LD

Lei Deng

avatar for Nancy Dienes

Nancy Dienes

Arrivity Financial Planning
Principal / Financial Planner
TD

Taft Dorman

BYU-Idaho
Financial Planning Program Director
avatar for Christina Empedocles

Christina Empedocles

Insight Personal Finance
Principal Planner
ME

Maria Erickson

Ffbp
Principal
AF

Al Faber

Woodson Wealth Management
Financial Advisor
avatar for Danqin Fang

Danqin Fang

Wealth Beyond Math
Founder and Financial Planner
SG

Sara Grillo

SG

Scott Gutman

Gutman Financial Planning
avatar for Matteo Hoch

Matteo Hoch

Bird Spring Financial
Financial Planner
avatar for Red Holzbach

Red Holzbach

Red Kennedy Financial
Founder
avatar for Tracy St John

Tracy St John

Financial Avenues
Principal
avatar for Jean Keener

Jean Keener

Keener Financial Planning
President
avatar for Alan Kneale

Alan Kneale

Arcadian Financial Services
Principal
avatar for Stephen Lay

Stephen Lay

Curtain Wealth Planning
Financial Planner
RL

Rachael Lord

Garrett Planning Network
Managing Director
AL

Apollo Lupescu

RM

Ryan McKean

Bitwise Asset Management
Regional Director
avatar for David McPherson

David McPherson

Four Ponds Financial Planning LLC
Principal
avatar for Michael Morton

Michael Morton

Morton Financial Advice
Owner
CR

Cameo Roberson

avatar for Susan Schreiner

Susan Schreiner

Schreiner Financial Solutions
Owner
avatar for Beth Shurtz

Beth Shurtz

Keener Financial Planning
Financial Planner
avatar for David Sterman

David Sterman

Huguenot Financial Planning
President
avatar for Ryan Sullivan

Ryan Sullivan

SiteCare
Chief of Staff
avatar for Lisa Weil

Lisa Weil

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

Prudence Zhu

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