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SPEAKER LINEUP

The 2025 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

Christopher Snider
CEO, Exit Planning Institute
WORKSHOP
Scott Snider
President, Exit Planning Institute
MAIN STAGE
Amy Wirtz
2024 Exit Planner of the Year | Family Business Consultant, The Family Business Consulting Group
EMCEE
Andrew Cagnetta
CEO, Transworld Business Advisors
POWER SESSION
Carrie Kerpen
CEO, The Whisper Group
POWER SESSION
Craig West
Founder, Capitaliz
BREAKOUT
Darren Cherry
Area President, FocusCFO
RESOURCE & SOLUTION LABS
Jaclyn Ring
Vice President, REAG
RESOURCE & SOLUTION LABS
Jesse Abercrombie
Wealth Advisor, Edward Jones
PANELIST
Joe Seetoo
Wealth Advisor and Partner, Morton Wealth
PANELIST
Joe Strazzeri
Attorney & Counselor at Law - Partner, Strazzeri Mancini LLP
WORKSHOP
John D. Hanson
Speaker | B2B Business Coach | Workshop Facilitator | Author, John D. Hanson
BREAKOUT
John Warrillow
President, The Value Builder System™
MAIN STAGE
Julie Keyes
Founder/President, KeyeStrategies, LLC
BREAKOUT
Justin Goodbread
CEO, Financially Simple
MAIN STAGE
Kelly Knight
President & Integrator, EOS Worldwide
POWER SESSION
Kim Jenson
COO, Raymond James Financial's PCG
PANELIST
Lori Long
President, Links Creative Alliance
PANELIST
Marianne Oehser
Co-Founder & Partner, Next Chapter Lifestyle Advisors
BREAKOUT
Mark Sims
President, Madison Insurance Group
RESOURCE & SOLUTION LABS
Michael Trabert
Partner, Marcum LLP
BREAKOUT
Renee Russo
Founder & CEO, Rise Up Business Coaching Ltd
BREAKOUT
Scott Couchenour
Owner, Serving Strong Enterprises, LLC
BREAKOUT
Sharon Spooler
Founder/CEO, Surgo Advisors
BREAKOUT
Sean Hutchinson
Partner, RFN Global (RFN Academy, RFN Advisory Group and RFN Cities)
BREAKOUT
Shelley Lightfoot
Co-Owner, The Founders Group
WORKSHOP
Susan Latremoille
Co-Founder & Partner, Next Chapter Lifestyle Advisors
BREAKOUT
Scott Mashuda
Founding Partner, REAG
MAIN STAGE
Taylor Hodges
Financial Advisor, Southern Capital
BREAKOUT
Timothy Weerasiri
CFO, Ninety
POWER SESSION
Tina Corner Stolz
Founder, LXCOUNCIL
WORKSHOP
Todd Torquato
Co-Founder and Managing Director, REAG
RESOURCE & SOLUTION LABS
Tom Deans
Author/Professional Speaker
POWER SESSION
Tom Doll
Owner/Managing Partner, TD Partners LLC
BREAKOUT
Vincent Mastrovito
Founder, Prometis Partners Inc.
BREAKOUT

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