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Speakers: Strategy Forum 2024
View all current speakers for Strategy Forum 2024 and read their bios and session details. New speakers are added regularly, check back soon for the latest lineup.
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, Executive 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
More Breakout speakers and sessions to be posted soon.
Dana Anspach
Founder and Chief Executive Officer, Sensible Money, LLC
![](https://a-us.storyblok.com/f/1016289/225x179/e406aaa78f/dana-anspach.jpg/m/225x173)
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)
Yonhee Choi Gordon
Chief Operating Officer, Chief Marketing Officer, Principal
![](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, DACFP
![](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)
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)
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)
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)
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
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)
Rene Reyna
Head of Thematic and Specialty Product Strategy, Invesco
![](https://a-us.storyblok.com/f/1016289/672x537/47b18ba303/rene-reyna.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 North America and EMEA Client Solutions, Invesco
![](https://a-us.storyblok.com/f/1016289/600x479/ffda211cd3/danielle-singer-us.jpg/m/600x462)
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)