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
