All Speakers: Experience 2025


View all speakers for Experience 2025 and read their bios and session details.

Keynote Speakers

Dr. Peter Attia

Founder, Early Medical

Jeffrey Gundlach

Chief Executive Officer & Chief Investment Officer, DoubleLine

Lauren Goodwin

Chief Market Strategist, New York Life Investments

Anastasia Amoroso

Managing Director and Chief Investment Strategist, iCapital

Nichol Bradford

Executive-in-Residence for AI + HI

Herman Brodie

Founding Director, Prospecta Ltd

Breakout Session Speakers

Here’s a preview of just a few of the breakout session speakers joining us at the event. Stay tuned—more speakers will be announced soon!

Sandra D. Adams

Partner, Center for Financial Planning, Inc.

Greg Beltzer

Head of Technology, RBC Wealth Management

David Blanchett

Managing Director and Head of Retirement Research, PGIM DC Solutions

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

Clayton Chandler

Chief Information Security, Privacy and Data Officer, Osaic

Tony Davidow

Senior Alternatives Investment Strategist, Franklin Templeton Institute

Massi De Santis

Founder, DESMO Wealth Advisors, LLC

Sara Dorosti

Director, Wealth Planning Strategist, Merrill Lynch

Wendy Goodyear

Vice President, Financial Advisor Consultant, American Century Investments

Libby Greiwe

Owner, The Efficient Advisor

Kathryn Kaminski

Chief Research Strategist, Portfolio Manager, AlphaSimplex

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management–U.S.

Steve Parrish

Co-Director, Center for Retirement Income, The American College of Financial Services

Robert Powell III

Editor-in-Chief, Investments & Wealth Institute Retirement Management Journal

Bill Smead

Chief Investment Officer, Smead Capital Management

Chad Smith

Director of Marketing, Sharegain

Sneha Shah

Executive Vice President and Head of New Business Ventures, SEI

Matt Sommer

Head of Specialist Consulting Group, Janus Henderson

Tim Steffen

Director of Advanced Planning, Private Wealth Management, Baird

Leslie Tabor

Director – Advisor Services Business Consulting & Education, Charles Schwab

Oscar Vives

Executive Financial Planner, Sensible Money