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.
BREAKOUT
Adam Koos
Founder/President, Sr. Financial Adviser
Center Of Influence Marketing for Professionals Expert Panel Discussion and Q&A
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Adam Koos, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER, one of approximately 3,000 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical...
ABOUT ADAM
Adam Koos, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER, one of approximately 3,000 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA), and a Certified Exit Planning Advisor (CEPA) via the Exit Planning Institute. He’s been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary and Registered Investment Advisory (RIA) firm, located in Columbus, Ohio, and is the founder of ADRENALINE Advisor Consulting, a financial advisor coaching firm aimed at helping financial advisors implement proven prospecting systems and client service models to grow their businesses faster.
