- Conferences & Events
- Strategy Forum 2024 Home
- All Speakers
![](https://a-us.storyblok.com/f/1016289/1500x637/c5c1ddd8e8/all-speakers-hero-img.jpg/m/1500x0)
Speakers: Strategy Forum 2024
View all current speakers for Strategy Forum 2024 and read their bios and session details.
Keynotes & General Sessions
Liz Young Thomas
Head of Investment Strategy, SoFi
![](https://a-us.storyblok.com/f/1016289/225x180/b653515b58/lizyoungthomas.jpg/m/225x173)
Bruce Mehlman
Partner, Mehlman Consulting
![](https://a-us.storyblok.com/f/1016289/854x684/52a22b1321/bruce-mehlman-2.jpg/m/640x493)
Merle Erickson
Professor of Accounting, The University of Chicago Booth School of Business
![](https://a-us.storyblok.com/f/1016289/545x436/2a94a4ad4c/merle-erickson.jpg/m/545x419)
Lauren Eskreis-Winkler
Assistant Professor, Kellogg School of Management at Northwestern University
![](https://a-us.storyblok.com/f/1016289/1505x1204/84447ee909/lauren-eskreis-winkler-phd.jpg/m/640x493)
Azish Filabi
Associate Professor of Business Ethics, Managing Director, American College Cary M. Maguire Center for Ethics in Financial Services
![](https://a-us.storyblok.com/f/1016289/800x643/d3974e9e65/azish-filabi.jpg/m/640x493)
Breakout Sessions
Dana Anspach
Founder and Chief Executive Officer, Sensible Money, LLC
![](https://a-us.storyblok.com/f/1016289/225x179/e406aaa78f/dana-anspach.jpg/m/225x173)
Jeff Armstrong
Strategic Partnerships Director, Cultivate Advisors
![](https://a-us.storyblok.com/f/1016289/1260x1008/a2603fe7e7/jeff-armstrong.jpg/m/640x493)
John Bowen
Founder and Chief Executive Officer, CEG Worldwide
![](https://a-us.storyblok.com/f/1016289/810x694/205cac579b/john4.jpg/m/640x493)
Griffin Bridgers
Of Counsel, Hutchins & Associates
![](https://a-us.storyblok.com/f/1016289/731x584/f295054c75/griffin-bridgers-us-jpg.jpeg/m/640x493)
Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
![](https://a-us.storyblok.com/f/1016289/1900x1528/2f71b73ebe/jeffrey-brooks-5-4.jpg/m/640x493)
Brandon Buckingham
Vice President, Advanced Planning and Sales Training, Prudential Financial, Inc.
![](https://a-us.storyblok.com/f/1016289/347x278/836d451966/brandon-buckingham.jpg/m/347x267)
Rich Byrne
President, Benefit Street Partners, A Franklin Templeton Company
![](https://a-us.storyblok.com/f/1016289/4480x3584/d244a08211/rich-byrne.jpg/m/640x493)
Yonhee Choi Gordon
Chief Operating Officer, Chief Marketing Officer, Principal, JMG Financial Group
![](https://a-us.storyblok.com/f/1016289/4043x3234/657441c7b4/yonhee_choi_gordon.jpg/m/640x493)
Michael Finke
Professor and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services
![](https://a-us.storyblok.com/f/1016289/1000x799/47a221be5a/michael-finke-2.jpg/m/640x493)
Don Friedman
President, Digital Assets Council of Financial Professionals
![](https://a-us.storyblok.com/f/1016289/600x480/7df05c3874/bio-don-friendman-large-2-600x750.jpg/m/600x462)
Christine Gaze
Founder & Managing Partner, Purpose Consulting Group
![](https://a-us.storyblok.com/f/1016289/500x399/7a486bb8b7/christine-gaze.jpg/m/500x385)
Steve Hlavin
Portfolio Manager
![](https://a-us.storyblok.com/f/1016289/500x400/383e7f7491/steve-hlavin.jpg/m/500x385)
Meg Hudgins
Executive Director, Wealth and Estate Planning Strategist, Morgan Stanley Family Office Resources
![](https://a-us.storyblok.com/f/1016289/194x155/978b6934c2/meg-hudgins.jpg/m/194x149)
Paul S. Lee
Chief Tax Strategist, The Northern Trust Company
![](https://a-us.storyblok.com/f/1016289/2400x1931/bb7711e28e/paul-lee.jpg/m/640x493)
Juan Leon
Senior Investment Strategist, Bitwise Asset Management
![](https://a-us.storyblok.com/f/1016289/877x730/67abaa1278/juan-leon-headshot.jpg/m/640x493)
Richard Lowry
Managing Director, Wealth Strategy, Cresset
![](https://a-us.storyblok.com/f/1016289/1923x1538/2ca86c4b33/richard-lowry-full-rez.jpg/m/640x493)
Jon Lukomnik
Brandmeyer Fellow for Sustainable Investing and adjunct Professor of International and Public Affairs at Columbia University; Founder and Managing Partner of Sinclair Capital
![](https://a-us.storyblok.com/f/1016289/1000x800/6482a8111c/jon-lukomnik-2.jpg/m/640x493)
Carolyn McClanahan
Founder, Life Planning Partners, Inc.
![](https://a-us.storyblok.com/f/1016289/1000x800/2d8342e33e/carolyn-mcclanahan.jpg/m/640x493)
Shanda McFadden
Financial Advisor, EPI Chicago Chapter President, Merrill Lynch Wealth Management
![](https://a-us.storyblok.com/f/1016289/600x481/93612d19de/shanda-mcfadden.jpg/m/600x462)
Kathleen Pritchard
Director of Practice Management, John Hancock Investment Management
![](https://a-us.storyblok.com/f/1016289/500x500/422dc3a0c7/kathleen_pritchard.jpg/m/500x385)
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Leah Ryan
Vice President, Advisor Practice Management, Capital Group, home of American Funds
![](https://a-us.storyblok.com/f/1016289/1200x965/5a112cbcbc/leah-ryan.jpg/m/640x493)
Michael Schodrof
Private Wealth Advisor, Alex.Brown - Raymond James
![](https://a-us.storyblok.com/f/1016289/370x296/0437100298/michael-schodrof.jpg/m/370x285)
Jeff Schwartz
President, MPI
![](https://a-us.storyblok.com/f/1016289/800x637/5515758c4b/jeff-schwartz.jpg/m/640x493)
Bill Smead
Chief Investment Officer, Smead Capital Management
![](https://a-us.storyblok.com/f/1016289/4836x3246/52d148a574/billsmeadheadshot-crop.jpg/m/640x493)
Josh Snyder
Global Investment Strategist, GQG Partners
![](https://a-us.storyblok.com/f/1016289/1000x800/dcaa854b33/josh-snyder.jpg/m/640x493)
Matt Sommer
Head of Specialist Consulting Group, Janus Henderson
![](https://a-us.storyblok.com/f/1016289/252x201/38135d2d3f/matt-sommer-5-4.jpg/m/252x194)
Jackie Wilke
VP, Advisor Consultant, First Trust
![](https://a-us.storyblok.com/f/1016289/400x319/108f26f5a3/jackie-wilke.jpg/m/400x308)
Pre-Conference Workshop
George Avery
Senior Client Portfolio Manager, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/7ccd00e99c/george-avery.jpg/m/640x493)
Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/5720cc520b/rick-casagrande-5-4.jpg/m/640x493)
John Burrello
Senior Portfolio Manager, Invesco
![](https://a-us.storyblok.com/f/1016289/825x663/d1e7e8de85/john-burrello.jpg/m/640x493)
Kent McGlincy
Client Portfolio Manager, Invesco
![](https://a-us.storyblok.com/f/1016289/825x660/f4d9fd7dcd/825-mcglincy_kent-sm.jpg/m/640x493)
Danielle Singer
Head of Alternatives Strategy, Invesco
![](https://a-us.storyblok.com/f/1016289/883x706/ad30516988/danielle-singer-1.png/m/640x493)
Greg Gore
Client Portfolio Manager, North America, Head of Private Markets Specialists, Invesco
![](https://a-us.storyblok.com/f/1016289/1936x1549/88f9d24b33/greg-gore.jpg/m/640x493)
Women in Wealth Program
April Ferrell
Managing Director, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
![](https://a-us.storyblok.com/f/1016289/279x231/c056f0661b/april-ferrell-exec.jpg/m/279x214)
Sharon Oberlander
Managing Director, Merrill Lynch
![](https://a-us.storyblok.com/f/1016289/1532x1226/ce9f55dccb/sharonoberlander_02.jpg/m/640x493)
Desiree Maldonado Irizarry
Financial Advisor, Popular Securities, LLC
![](https://a-us.storyblok.com/f/1016289/500x397/e5cd54260b/desiree-maldonado.jpg/m/500x385)
Colleen Ambrose
Director of Fixed Income Markets, Capital Group, home of American Funds
![](https://a-us.storyblok.com/f/1016289/600x600/e1a152e24b/clma.jpg/m/600x462)
Wendy Goodyear
Vice President, Financial Advisor Consultant, American Century Investments
![](https://a-us.storyblok.com/f/1016289/200x160/86b6018ca1/wbg-photo-2015.jpg/m/200x154)