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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
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Jeffrey Gundlach
Chief Executive Officer & Chief Investment Officer, DoubleLine
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Lauren Goodwin
Chief Market Strategist, New York Life Investments
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Anastasia Amoroso
Managing Director and Chief Investment Strategist, iCapital
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Nichol Bradford
Executive-in-Residence for AI + HI
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Herman Brodie
Founding Director, Prospecta Ltd
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Speakers
Markus Aakko
Chief Revenue Officer, Brooklyn Investment Group
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Sandra D. Adams
Partner, Center for Financial Planning, Inc.
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David Armstrong
Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
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Raymond Barrios
President, CPCI, and Managing Director, Crescent Capital Group
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Greg Beltzer
Head of Technology, RBC Wealth Management
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David Blanchett
Managing Director and Head of Retirement Research, PGIM DC Solutions
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John Bowen
Founder and Chief Executive Officer, CEG Worldwide
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Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
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Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
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Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic
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Josh Chmara
Senior Vice President, Neuberger Berman
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Todd Cooper
Chief Revenue Officer, TIFIN AG
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Josh Crawford
Vice President of Training and Development, Matson Money
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Tony Davidow
Senior Alternatives Investment Strategist, Franklin Templeton Institute
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Daniel Davies
Regional Vice President, Private Placement Solutions, Prudential Individual Life Insurance
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Massi De Santis
Founder, DESMO Wealth Advisors, LLC
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Karl Desmond
Client Portfolio Manager, Invesco
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Louis Diamond
President, Diamond Consultants
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Sara Dorosti
Director, Wealth Planning Strategist, Merrill Lynch
April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
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Wendy Goodyear
Vice President, Financial Advisor Consultant, American Century Investments
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Libby Greiwe
Owner, The Efficient Advisor
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Brandon Hass
Head of Direct Indexing and Model Portfolios, S&P Dow Jones Indices
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Becca Hajjar
Managing Principal, Chief Business Development Officer, Commonwealth Financial Network
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Roger Ibbotson
Professor in the Practice Emeritus of Finance, Yale School of Management
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Chris Jenkins
Senior Vice President, Capital Group Private Client Services
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Kathryn Kaminski
Chief Research Strategist, Portfolio Manager, AlphaSimplex
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Melissa Kemp
Founder, Premium Organization
Lauris S. Lambergs
Co-founder and Chief Investment Officer, Renaissance Wealth Advisors, LLC
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Kim Ledger
SVP of Complex Assets, Ren
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Brian Levitt
Global Market Strategist, Invesco
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John Nersesian
Head of Advisor Education, PIMCO
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Angie O’Leary
Head of Wealth Planning, RBC Wealth Management–U.S.
Noel Pacarro-Brown
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
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Steve Parrish
Co-Director, Center for Retirement Income, The American College of Financial Services
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Robert Powell III
Editor-in-Chief, Investments & Wealth Institute Retirement Management Journal
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Steve Resch
Vice President, Retirement Strategies, Finance of America
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David Reynolds
Chief Marketing Officer, Spearhead Administrative Services
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Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
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Jeff Ruderman
Senior Vice President, Wealth Strategist, Capital Group
Michael Ashley Schulman
Partner & Chief Investment Officer, Running Point Capital Advisors
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Tabatha Schury
Field Director, Wealth & Asset Management Solutions, Charles Schwab
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Sneha Shah
Executive Vice President and Head of New Business Ventures, SEI
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Tim Skelly
Managing Director, Institutional Consulting Director, Graystone Consulting from Morgan Stanley
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Bill Smead
Chief Investment Officer, Smead Capital Management
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Chad Smith
Director of Marketing, Sharegain
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Josh Snyder
Global Investment Strategist, GQG Partners
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Matt Sommer
Head of Specialist Consulting Group, Janus Henderson
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Miguel Sosa
Client Portfolio Manager, Head of Market Research and Strategy, Bluerock
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Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy
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Tim Steffen
Director of Advanced Planning, Private Wealth Management, Baird
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Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab
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Sandra Testani
Head of ETF Product and Strategy, American Century Investments
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Oscar Vives
Executive Financial Planner, Sensible Money
Jay Wampler
Director & Sr. Business Management Consultant, Charles Schwab
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John Worth
Executive Vice President, Research & Investor Outreach, Nareit
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