Speaker Lineup
The 2024 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
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![](https://exitplanningsummit.com/wp-content/uploads/2024/01/Gerry-OBrion-Head-Shot-scaled.jpg)
Gerry O’Brion
Author,
What Big Brands Know
Keynote
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/230315_EPI_ChristopherSnider_2630-scaled.jpeg)
Christopher Snider
CEPA, CEO,
Exit Planning Institute
Author,
Walking to Destiny
Workshop
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/230315_EPI_ScottSnider_2592-scaled-e1696265629942.jpg)
Scott Snider
President,
Exit Planning Institute
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/dan-nobg-650_mobile-e1696362321316.jpg)
Dan Negroni
C-Suite Advisor,
launchbox
Main Stage
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/2023-Summit-Headshot-Julie-Keyes-e1664825792966.jpg)
Julie Keyes
CEPA, Founder & President,
KeyeStrategies
Workshop
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Deb-Meyer-Headshot-scaled.jpeg)
Deb Meyer
CEPA, Founder,
WorthyNest®
Workshop
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Headshot-Kerry-Siggins-updated.jpeg)
Kerry Siggins
CEO,
StoneAge Holdings
Workshop
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Shina-Culberson-UPDATED.jpeg)
Shina Culberson
CEPA, President,
Quist Valuation
Workshop
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/photo-colour-tom-deans1-e1696362269288.jpg)
Tom Deans
Author & Professional Speaker,
Détente Financial Press Ltd.
Power Session
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Skylers-Headshot-UPDATED.jpeg)
Skyler Stokes
CEPA, Founder & President,
Aloha Wealth Partners
Power Session
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/marypatknight-june2017-1500-pixels-wide.png)
Mary Pat Knight
CEO & Founder,
Leaders Inspired
Power Session
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/John-Hanson-Headshot.jpg)
John D. Hanson
Speaker, Business Coach, Trainer, & Author,
John D. Hanson
Power Session
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/JF-Headshot-.jpg)
Jessica Fialkovich
CEPA, Founder & President,
Exit Factor
Power Session
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Michael-King-Headshot-e1697459825194.jpg)
Michael King
VP, Charitable Gift Planning Attorney, Charitable Wealth Strategist,
National Christian Foundation
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/KEITH-scaled-e1664825498168.jpg)
Keith Apton
Managing Director,
The Capital ESOP Group
CEPA,
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2023/10/Kevin-Rex-Headshot-scaled-e1696879509130.jpg)
Kevin Rex
Director of Sales,
The Stream Protection Plan
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/amy-head-shot-original.jpg)
Amy Wirtz
CEPA, Senior Family Business Advisor,
The Family Business Consulting Group
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/nicole-rex.jpg)
Nicole Rex
Owner,
Watermark Insurance Services
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/nick-cirbo.jpg)
Nick Cirbo
Senior Market Leader,
Invesco
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/darren-cherry.jpg)
Darren Cherry
Area President,
FocusCFO
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/Todd-Torquato.jpg)
Todd Torquato
Founding Partner,
REAG
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/Jaclyn-Ring.jpg)
Jaclyn Ring
Vice President,
REAG
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/Scott-Mashuda-Headshot-e1664825003959.png)
Scott Mashuda
Founding Partner,
REAG
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/michael-stier.jpg)
Michael Stier
Area President,
FocusCFO
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/terry-johnson-headshot.jpg)
Terry Johnson
Chief Revenue and Strategy Officer,
Generational
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/john-huss.jpg)
John Huss
Principal,
AQR Capital Management
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/michael-brady.jpg)
Michael Brady
Director of Sales,
Maus Software
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/sam-messina.jpg)
Sam Messina
Director of Business Development,
Paramax Corporation
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/02/dan-gramann-headshot.jpg)
Dan Gramann
Co-Founder, Cultivate Advisors,
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/02/Lee-Small-Headshot.jpg)
Lee Small
Senior Vice President, Divisional Sales Manager,
John Hancock
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2024/02/Kyle-Mertz-Headshot.jpg)
Kyle Mertz
Executive Vice President, Benefits & Financial Strategies,
TrueNorth Companies
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2023/10/Jeff-Ditsworth-Headshot.jpg)
Jeff Ditsworth
Financial Strategies Advisor,
TrueNorth Companies
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2022/11/2023-Summit-Headshot-Mark-Sims-e1667850786863.jpg)
Mark Sims
President,
Madison Insurance Group
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/2023-Summit-Headshot-Shelley-Lightfoot-1-e1664904887254.jpg)
Shelley Lightfoot
Partner,
The Founders Group
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Joseph-A.-Seetoo.jpg)
Joseph A. Seetoo
CEPA, Wealth Advisor, Senior Vice President,
Morton Wealth
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/2023-Summit-Headshot-Joe-Strazzeri-e1664898420275.jpg)
Joe Strazzeri
CEPA, Attorney & Counselor,
Strazzeri Mancini LLP
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/1667244037657.jpg)
Christian Muntean
CEPA, Business Strategist,
Christian Muntean
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Christopher-Harben-headshot-e1698237826585.jpg)
Christopher Harben
CEPA, Associate Teaching Professor,
Penn State Erie, The Behrend College
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/James-Bly.jpeg)
James Bly
Managing Director, National Practice Leader,
EY Family Enterprise Business Services
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Thomas-C.-Hoffman-II-Esq.jpg)
Thomas C. Hoffman, II
Shareholder Attorney,
Knox McLaughlin Gornall & Sennett, P.C.
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/01/Sean-Hutchinson-Headshot-e1674751091605.jpg)
Sean Hutchinson
CEPA, Partner,
Ready for Next Global
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Rich-Goldstein-UPDATED.jpeg)
Rich Goldstein
CEPA, Registered Patent Attorney,
Goldstein Patent Law
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/02/Kathleen_Pritchard_headshot.jpg)
Kathleen Pritchard
CEPA, Director of Practice Management,
John Hancock Investment Management
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/donnelly8x10nch-1074-ppfe_1500xx2400-2400-0-600.jpg)
Abby Donnelly
CEO Coach,
The Leadership & Legacy Group
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/10/Sharon-Spooler-Headshot.jpg)
Sharon Spooler
Managing Partner and CMO,
Chief Outsiders
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/2023-Exit-Planning-Summit-Headshot-Meghaan-Lurtz-e1664827631626.jpg)
Meghaan Lurtz
Senior Research Nerd,
Kitces.com, LLC
Breakout
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/James-Jack-Headshot-1-e1696362721566.jpg)
James Jack
CEPA, Executive Director, Head of Business Owner Client Segment,
UBS
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2022/10/Headshot-Vincent-Mastrovito-2023-e1664825837432.jpg)
Vincent Mastrovito
CEPA, Exit Planning Specialist,
Prometis Partners
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Michael-Trabert.jpg)
Mike Trabert
CEPA, Partner,
Marcum LLP
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Mike-Fischer-Headshot.jpg)
Mike Fischer
Owner,
WillCo Tech Inc
Owner,
MilitaryHire
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Melisa-Silverman.jpg)
Melisa Silverman
CEPA, Managing Partner,
The Founders Group
President,
Avenue M Advisors, Inc.
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Goodbread-Justin-Headshot-1.jpeg)
Justin Goodbread
CEPA, President,
WealthSource
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/craig-west-headshot-final.jpg)
Craig West
CEPA, Founder,
Capitaliz
Learning Lab
![](https://exitplanningsummit.com/wp-content/uploads/2023/09/Chris-Ronzio-Headshot-Updated.jpeg)
Chris Ronzio
Founder & CEO,
Trainual
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2024/01/Sheridan_8670-scaled.jpg)
Jeff Sheridan
Vice President,
Ahaus Tool and Engineering, Inc.
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2024/01/K-Ahaus-HS-2022-scaled.jpg)
Kevin Ahaus
President,
Ahaus Tool and Engineering, Inc.
Panelist
![](https://exitplanningsummit.com/wp-content/uploads/2024/03/terrry-headshot.jpg)
Tina Corner Stolz
Founder,
LXCouncil