Seana Fardy, CFP, CLU, is president of W.I.L.D.Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”

Brendan C. Walsh is the founder of Catalyst Solutions Group, a multi-generational firm that helps successful businesses and families enhance, protect and transfer wealth. He joined the firm in 2012 after a successful tenure with Northwestern Mutual Financial Network, where he helped open and grow their Washington, D.C. office and managed the college internship program.

Stacy Johnson spent 14 years of her childhood moving from foster home to foster home, dreaming that someday she would open a children’s shelter and help other kids like herself. In May 2014, that dream came to fruition as she finally opened the doors of Central Texas Table of Grace, a nonprofit organization that provides emergency shelter services to foster children and administers a supervised independent living program for young adults aging out of foster care.

Sara Ross is the founder and chief vitality officer for BrainAMPED, a coaching firm that provides leadership research and training to help build vitality and transform how individuals and companies work to thrive. Implementing brain-based processes for eliminating exhaustion and increasing vitality through resilience, Ross uses tools based on intensive research in neuroscience and training to change the leadership landscape.

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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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Elke Rubach, LL.M., CLU, stands apart in the financial services profession for her willingness to tackle tough issues and uncomfortable truths that, if left unaddressed, could create financial blind spots for clients. Her belief in the importance of financial planning was shaped early in life, when her father died at 50 years old with no plan or provisions for the wife and family he left behind. Rubach founded Rubach Wealth in 2012, speaks four languages, has a background in law, banking and finance, and is a sought-after speaker on wealth management, estate planning and philanthropy.

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Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. As a wealth strategist for the past 28 years, Shah helps individuals and businesses create innovative financial strategies that protect today and build for tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning, and co-hosted the talk show “Money & Prosperity.” His professionalism and active service in the community, including his current role as a member of the MDRT Foundation Board of Trustees, make him a trusted advisor within the financial services profession.

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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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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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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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