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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

Christopher Snider
CEPA
Chairman, Exit Planning Institute
WORKSHOP
Scott Snider
President, Exit Planning Institute
MAIN STAGE
Joe Seetoo
CEPA , CFA , CFP®
2025 Exit Planner of the Year | Wealth Advisor and Partner, Morton Wealth
EMCEE
Ben Utecht
Chief Culture Officer | World-Class Culture Leader & Global Keynote Speaker | Author | Founder SoleCareRx, True North Equity Partners
KEYNOTE
Tommy Breedlove
Founder, Legendary
KEYNOTE
Aaron Stremick
Vice President, REAG
BREAKOUT
Adam Koos
CEPA , CFP-2 , CFTe , CMT
Founder/President, Sr. Financial Adviser, Libertas Wealth Management Group, Inc.
BREAKOUT
Amy Wirtz
CEPA , JD
Family Business Consultant, The Family Business Consulting Group
BREAKOUT
Angie O'Leary
Head of Wealth Strategies and Solutions, RBC Wealth Management
WORKSHOP
Ben Hammer
Head of Client Development, Vanguard Personalized Indexing, Vanguard
RESOURCE & SOLUTION LABS
Brad Barros
CEPA
Director, Specialty Wealth Advisory
BREAKOUT
Brian Trzcinski
CEPA
Director, Business Market Solutions, MassMutual
RESOURCE & SOLUTION LABS
Cara Gray
CEPA
Third Act Consultant, Good Morning Freedom
MAIN STAGE
PANELIST
Casey Clark
CEO & Co-Founder, Cultivate Advisors
WORKSHOP
Craig West
CEPA
Founder, Capitaliz
BREAKOUT
Chuck Mohler
CEPA , CGMA , CPA , CVGA , CM&AA , CVA
Principal, Eagle Corporate Advisors
BREAKOUT
David Blauzvern
Managing Director, CSG Partners
RESOURCE & SOLUTION LABS
Dawn Hryshko
CEPA , CPA , MT
Co-Founder, The Exit Planning Team
WORKSHOP
Fred Gratz
CEPA
Director of Business Development, U.S. Energy Development Corp.
RESOURCE & SOLUTION LABS
Gerry Spitzer
CEPA , CPA , CPWA , CRPC
Founding Partner, Questar Capital Partners
RESOURCE & SOLUTION LABS
Gordon Bell
CEPA
Owner, The Midland Group
BREAKOUT
Greg Maddox
Senior Business & Exit Advisor, Cultivate Advisors
BREAKOUT
Jaclyn Ring
Director, REAG
BREAKOUT
WORKSHOP
Jacqueline Kaltz-Coulombe
CEPA
Founder, Kaltz Coulombe Law, PLLC
BREAKOUT
Jason Bush
Partner and Strategic Real Estate Advisor, Linville Team Partners
RESOURCE & SOLUTION LABS
Jason Kimball
CEPA
Senior Managing Director, Corporate Evaluations, Generational Equity
RESOURCE & SOLUTION LABS
Jerome Myers
CEPA
Founder, Exit to Excellence
MAIN STAGE
PANELIST
Jesse Abercrombie
AAMS , CDFA , CEPA
Wealth Advisor, Edward Jones
BREAKOUT
Jessica Fialkovich
CEPA
Founder & President, Exit Factor
BREAKOUT
Joe Strazzeri
Attorney , CEPA
Attorney & Counselor at Law - Partner, Strazzeri Mancini LLP
WORKSHOP
BREAKOUT
Judi Cunningham
CEPA
Founder, Trella Advisory Group
BREAKOUT
Julie Keyes
CEPA
Founder/President, KeyeStrategies, LLC
BREAKOUT
Justin Goodbread
CEPA , CFP-2 , CVGA
Founder & CEO, Relentless Value Coaching
BREAKOUT
Kathleen Pritchard
CEPA , CPWA , CLU , CFS , CRPC
Head of Retail Practice Management, North America, Manulife John Hancock Investments
RESOURCE & SOLUTION LABS
Kristin Carlson
CEPA
Certified Master Business & Executive Coach, K&D Lake Country Team
WORKSHOP
Laura Beauparlant
Founder, Lab Creative Inc
BREAKOUT
Laura Malone
CEPA , CAP
Donor Relations Manager, Charitable Solutions, LLC
BREAKOUT
Leslie Lauer
CEPA , ChFC
Managing Director, RBC Wealth Managment
WORKSHOP
Marianne Oehser
CEPA , CRC
Co-Founder & Partner, Next Chapter Lifestyle Advisors
MAIN STAGE
PANELIST
Mark Osborne
CEPA
Founder, Modern Revenue Strategies
BREAKOUT
Mark Russell
CEPA , TX Bar, PA Bar, CPA (non-practicing), CFP, FINRA Series 7, 66 and 69 Registered Representative, CEPA
Head of Finance, SES ESOP Strategies
BREAKOUT
Mark Sims
President, Madison Insurance Group
RESOURCE & SOLUTION LABS
Michael Brady
CEPA , IAR
Director, Vanilla
BREAKOUT
Michael Garrison
CEPA
Founder, The Strategic Referral Team
BREAKOUT
Michael King
JD
V.P., Charitable Wealth Strategist, National Christian Foundation
BREAKOUT
Philip Pfeifer
Certified EOS Implementer, EOS Worldwide
WORKSHOP
Rebecca Fatica
Vice President, REAG
BREAKOUT
Renee Russo
CEPA
Founder & CEO, Rise Up Business Coaching Ltd
BREAKOUT
Sarah Hewitt
CEPA , JD
Partner, Fox Rothschild
WORKSHOP
Scott Bushkie
CBI , CM&AP , M&AMI
Managing Director, Founder, Cornerstone Business Services
RESOURCE & SOLUTION LABS
Scott Mashuda
Managing Director, REAG
BREAKOUT
Shina Culberson
CEPA , CFA
President, Quist Valuation
BREAKOUT
Susan Latremoille
CEPA , FEA
Co-Founder & Partner, Next Chapter Lifestyle Advisors
MAIN STAGE
PANELIST
Tim Oliver
JD, CEPA
Partner, Handler Law, LLP
BREAKOUT
Tina Corner Stolz
CEPA
Founder, LXCOUNCIL
WORKSHOP
BREAKOUT
Tom Handler
Partner, Handler Law, LLP
BREAKOUT
Vivek Sarin
CEO & Founder, Juvo Company, LLC
BREAKOUT
Wendy Axtell
Executive Assistant to the CEO, Legacy Motor Club
WORKSHOP
Zoe Schlag
Founder & CEO, Common Trust
RESOURCE & SOLUTION LABS

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