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
Bridgit Bateman
Model Consultant, Invesco
Greg Beltzer
Head of Technology, RBC Wealth Management
Jeff Bennett
Senior Portfolio Manager, Head of Manager Selection, Invesco
David Blanchett
Managing Director and Head of Retirement Research, PGIM DC Solutions
Adam Blumberg
Co-Founder, Interaxis
John Bowen
Founder and Chief Executive Officer, CEG Worldwide
Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
Brandon Buckingham
Vice President, Advanced Planning and Sales Training, Prudential Financial, Inc.
Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic
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
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
Brian Elliott
Senior Vice President, Genter Capital Management
Nik Fahrer
Director, Forvis Mazars
April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
Don Friedman
CEO, Digital Assets Council of Financial Professionals
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
Simeon Hyman
Global Head of Investment Strategy, ProShares
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
Samir Kerbage
Chief Investment Officer, Hashdex Asset Management
Lauris S. Lambergs
Co-founder and Chief Investment Officer, Renaissance Wealth Advisors, LLC
Kim Ledger
SVP of Complex Assets, Ren
Jason Lersch
Senior Vice President, Private Wealth Advisor, Capital Group Private Client Services
Brian Levitt
Global Market Strategist, Invesco
Joe Mrak III
Chief Executive Officer, Foundation Source
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
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
Jeff Ruderman
Senior Vice President, Wealth Strategist, Capital Group
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
