Eric David Brotman, CFP, AEP, is chief executive officer of BFG Financial Advisors. He began his financial planning practice in 1994 and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services.

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Tim Daniel Clairmont, MSFS, LACP, founded Clear Financial Partners to guide pre-retirees and the recently retired toward financial clarity and confidence. Creator of the ClearFP Clock, Clairmont is a bestselling author and sought-after speaker who is passionate about helping others master their financial journeys. With a vision to teach 1 billion people something smart about money, Clairmont empowers clients and advisors to achieve their unique vision of happiness.

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Rachel DeAlto is on a mission to connect people to their most powerful resource: each other. A former attorney with a master’s degree in psychology, DeAlto is a communication and relatability expert, author, media personality and researcher who combines her education, expertise and experience to create a blueprint for leaders and teams to build better connections and, thereafter, better everything.

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Randy Dean has been obsessed for more than 20 years with time management and the effective use of time — topics that impact us all. He left a successful career as a professional marketer and manager to become a leading expert in time management, email management and personal organization, teaching others how to be more organized and effective with their time, and how to lead a life of productive purpose.

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Dan Gingiss is a dynamic keynote speaker and customer experience expert who has captivated hundreds of audiences around the globe. He earned a Bachelor of Arts degree in psychology and communications from the University of Pennsylvania and an MBA in marketing from the Kellogg School of Management at Northwestern University. Believing that a remarkable customer experience is your best competitive advantage, Gingiss shares insights from his 20-year professional career that includes leadership positions at McDonald’s, Discover and Humana. His speaking engagements are enriched by real-world examples and effective strategies that inspire immediate action. 

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Matt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine. 

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Brian Joseph Haney, CFS, CLTC, is an industry expert, author, speaker and podcast host who helps financial professionals develop a strategic, digital brand and marketing framework to catapult their practices forward. In 2024, he successfully sold his independent, family-owned practice he ran with his father and brother to a larger firm, crediting their branding as a crucial role in their success.

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R.J. Kelly, AEP, MSFS, is the founder and chief visionary officer of Wealth Legacy Group Inc., a firm that specializes in meeting the diverse needs of successful entrepreneurs, professionals and their families. His strengths and talents lie in his ability to quickly grasp complicated and delicate situations, communicate complex ideas in easy-to-understand ways, and find integrated solutions for clients through holistic and multidisciplinary methods that other advisors often overlook, dismiss or simply are not aware of.

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Josh Linkner is a rare blend of business, art and science. As a New York Times bestselling author and co-founder and chairman of Platypus Labs, a global research, training and consulting firm, Linkner’s experiences in both business and music have led him to become one of the world’s foremost experts on innovation. Today, he’s on a mission to help leaders master creative problem-solving, inventive thinking and ingenuity.

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Ramy Nassar is an author, futurist and former head of innovation for Mattel. As a trusted source by the world’s leading organizations for presentations and workshops that help teams navigate AI and the emerging technology landscape, Nassar uses his AI impact framework to help audiences uncover opportunities for technology to drive strategic growth.

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