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

Speakers

Markus Aakko

Chief Revenue Officer, Brooklyn Investment Group

Sandra D. Adams

Partner, Center for Financial Planning, Inc.

David Armstrong

Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com

Raymond Barrios

President, CPCI, and Managing Director, Crescent Capital Group

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

Jeffrey R. Brooks

Senior Wealth Strategist, Janus Henderson Investors

Rick Casagrande

Team Lead, Portfolio Advisory, Invesco

Clayton Chandler

Chief Information Security, Privacy and Data Officer, Osaic

Josh Chmara

Senior Vice President, Neuberger Berman

Todd Cooper

Chief Revenue Officer, TIFIN AG

Josh Crawford

Vice President of Training and Development, Matson Money

Tony Davidow

Senior Alternatives Investment Strategist, Franklin Templeton Institute

Daniel Davies

Regional Vice President, Private Placement Solutions, Prudential Individual Life Insurance

Massi De Santis

Founder, DESMO Wealth Advisors, LLC

Karl Desmond

Client Portfolio Manager, Invesco

Louis Diamond

President, Diamond Consultants

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

Wendy Goodyear

Vice President, Financial Advisor Consultant, American Century Investments

Libby Greiwe

Owner, The Efficient Advisor

Brandon Hass

Head of Direct Indexing and Model Portfolios, S&P Dow Jones Indices

Becca Hajjar

Managing Principal, Chief Business Development Officer, Commonwealth Financial Network

Roger Ibbotson

Professor in the Practice Emeritus of Finance, Yale School of Management

Chris Jenkins

Senior Vice President, Capital Group Private Client Services

Kathryn Kaminski

Chief Research Strategist, Portfolio Manager, AlphaSimplex

Melissa Kemp

Founder, Premium Organization

Lauris S. Lambergs

Co-founder and Chief Investment Officer, Renaissance Wealth Advisors, LLC

Kim Ledger

SVP of Complex Assets, Ren

Brian Levitt

Global Market Strategist, Invesco

John Nersesian

Head of Advisor Education, PIMCO

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

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

Steve Resch

Vice President, Retirement Strategies, Finance of America

David Reynolds

Chief Marketing Officer, Spearhead Administrative Services

Ross Riskin

Chief Learning Officer, Investments & Wealth Institute

Jeff Ruderman

Senior Vice President, Wealth Strategist, Capital Group

Michael Ashley Schulman

Partner & Chief Investment Officer, Running Point Capital Advisors

Tabatha Schury

Field Director, Wealth & Asset Management Solutions, Charles Schwab

Sneha Shah

Executive Vice President and Head of New Business Ventures, SEI

Tim Skelly

Managing Director, Institutional Consulting Director, Graystone Consulting from Morgan Stanley

Bill Smead

Chief Investment Officer, Smead Capital Management

Chad Smith

Director of Marketing, Sharegain

Josh Snyder

Global Investment Strategist, GQG Partners

Matt Sommer

Head of Specialist Consulting Group, Janus Henderson

Miguel Sosa

Client Portfolio Manager, Head of Market Research and Strategy, Bluerock

Josh Stamer

Chief Strategy Officer, Anonymous Philanthropy

Tim Steffen

Director of Advanced Planning, Private Wealth Management, Baird

Leslie Tabor

Director – Advisor Services Business Consulting & Education, Charles Schwab

Sandra Testani

Head of ETF Product and Strategy, American Century Investments

Oscar Vives

Executive Financial Planner, Sensible Money

Jay Wampler

Director & Sr. Business Management Consultant, Charles Schwab

John Worth

Executive Vice President, Research & Investor Outreach, Nareit