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Keynote
Main Stage
Power Session
Learning Lab
Breakout Session
Workshop

Marc Randolph

Co-Founder and First CEO, 
Netflix
Keynote

Michael Kitces

Chief Financial Planning Nerd, 
Kitces.com, LLC
Main Stage

Christopher Snider

CEO, 
Exit Planning Institute
Main Stage

Scott Snider

President, 
Exit Planning Institute
Breakout

Meghaan Lurtz

Senior Research Nerd, 
Kitces.com, LLC
Power Session

Michael Sheppard

Group Vice President, 
Thrivent
Power Session

Justin Castelli

Founder, Financial Advisor, 
RLS Wealth
Founder, 
PRST
Power Session

Michael Schein

Head Hype Artist, 
MicroFame Media, LLC.
Power Session

Ben Utecht

Chief Culture Officer, 
Super Bowl Champ
Power Session

Casey Clark

CEO, 
Cultivate Advisors
Learning Lab

Mark Sims

President, 
Madison Insurance Group
Learning Lab

Steve Alms

Managing Partner, 
More Than Money Family Office
Learning Lab

Ken Sanginario

Founder, 
Corporate Value Metrics
Learning Lab

Leslie Lauer

Managing Director, 
The ESOP Group, UBS Private Wealth Management
Learning Lab

Laura Ferguson

Vice President, Sales and Business Development, 
The Value Builder System
Learning Lab

Lee Small

Divisional Sales Manager, Senior Vice President, 
John Hancock Investment Management
Learning Lab

Shina Culberson

President, Business Owner, 
Quist Valuation
Learning Lab

Sam Messina

Director of Business Development, 
Paramax
Learning Lab

Joe Strazzeri

Counselor, Attorney, 
Strazzeri Mancini LLP
Partner, 
The Founders Group
Learning Lab
Workshop

Shelley Lightfoot

Executive Director, 
Strazzeri Mancini
Executive Director, 
The Founders Group
Learning Lab
Workshop

Kathleen Pritchard

Director of Practice Management, 
John Hancock
Workshop

Kiley Peters

Founder & Small Business Coach & Consultant, 
RAYNE IX
Workshop

Jaclyn Ring

Vice President, 
REAG
Workshop

Martha Sullivan

President, 
The Family Business Consulting Group
Workshop

Shanda McFadden

Financial Advisor, 
Oberlander Timmerwilke Group
Workshop

Jessica Fialkovich

President, 
Exit Factor
Workshop

Bianca Benedetti-Fang

Director, Business Owner Segment Field Engagement Manager, 
UBS Financial Services, Inc.
Workshop

Cindy Reid-Shelton

Partner, 
Ready for Next Global
Workshop

Sean Hutchinson

Partner, 
Ready for Next Global
Workshop

Keith Apton

Managing Director, 
UBS Financial Services, Inc.
Breakout

Scott Mashuda

Founding Partner, 
REAG
Breakout

Todd Torquato

Co-Founder, 
REAG
Breakout

Mike Garrison

Founder, 
Can I Borrow Your Car
Breakout

Wayne Bell

Managing Director, 
STS Capital Partners
Breakout

Ron Pullar

Managing Director, 
STS Capital
Breakout

Bobby Kingsbury

Principal, 
MCM Capital
Breakout

Susan Danzig

Business Development Expert, 
Susan Danzig
Breakout

Brian Trzcinski

Director of Business Market Development, 
MassMutual
Breakout

Julie Broad

President, 
Book Launchers
Breakout

Aaron Stine

CEO, 
Maus Software
Breakout

Rich Christiansen

Board Member, Venture Capitalist, 
Legado Family
Breakout

Paige Wysocki

Director of Marketing, 
Exit Planning Institute
Breakout

Justin Goodbread

President, 
WealthSource
Breakout

Colleen Kowalski

Content Strategist, 
Exit Planning Institute
Breakout

Laura Queen

Founder, CEO, 
29Bison.com
Breakout

Judi Cunningham

Founder, 
Trella Advisory Group
Breakout

Scott Bushkie

Managing Partner, Founder, 
Cornerstone Business Services
Breakout

Dr. Craig West

Chairman, 
Capitaliz
Succession Plus
Breakout

Gal Kaufman

Partner, 
FisherBroyles
Breakout

Paul Quast

Attorney, 
DeWitt LLP
Breakout

Bradley Barros

President and CEO, 
Private Risk Capital Development Advisors
Breakout
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