Danielle Annette Lucht, RICP, CDFA, is the owner of Everwell Financial. With a passion for helping people design their future and a longtime advocate of comprehensive planning, Lucht’s philosophy centers on empowering clients not just to survive but to thrive during significant life transitions. Her insights and commitment to her clients’ holistic and financial well-being are evident in her work, which is deeply rooted in understanding and empathy.

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Meagan Johnson is a nationally recognized multigenerational expert and generational studies enthusiast. Since 1997, she has researched, written and spoken about multiple generations and how to understand differences among them. Her focus is to build a culture of multigenerational collaboration, not alienation. Rather than promoting generational stereotypes, Johnson explores what drives a generation to succeed and how different generations can work successfully together.

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Ashley Quamme is the owner and founder of Beyond the Plan, a consulting practice that partners with firms to help advisors understand how their clients think, feel and do money. As a therapist and financial behavior specialist, Quamme partners with advisory firms as their financial behavior officer, providing client consultation, advisor coaching and training, facilitation and co-facilitation of client meetings, and onboarding assessments. Apart from helping firms to differentiate their services, Quamme’s main priority is helping firms improve their clients’ overall well-being.

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David DeCelle, founder of The Exchange and ModelFA, is passionate about creating community and collaboration among financial advisors. As a coach and consultant, he helps advisors define their brand, optimize social media and implement strategies that drive growth. His mission to modernize advisor training makes him a must-follow for professionals at all levels.

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Jennifer Goldman has 30 years of experience helping over 1,000+ service businesses transform into thriving organizations. Her mission is to increase the health of businesses, so they can provide knowledge and choices to more employees and consumers. Goldman accelerates the rise of leaders to C-Suite roles, cohesive and effective operations among teams and a more frictionless customer experience through self-created methods, acceleration tools, networks, intuition and empathy to boost people, productivity, profitability and growth to businesses seeking improvements.

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Matthew Hutchison is the founder and president of Hutchison Financial. Combining his legal and financial planning and wealth management expertise for high-net-worth and ultra-high-net-worth individuals and families, Hutchison specializes in tackling complex challenges by developing and implementing innovative insurance, investment and estate planning strategies to maximize his clients' wealth, protect assets and reduce taxes.

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Ted Rusinoff is managing partner at Wealth Design Partners. With 30 years in the profession, Rusinoff has discovered creative ways to better manage insurance and investment assets for thousands of individuals and businesses nationwide. He’s mastered how to build the systems and structures necessary to effectively manage an office, meet clients’ needs and educate the public on financial matters. He has spoken at the Advanced Association of Life Underwriters, The School of Life and The Best Practices Symposium as well as at many MDRT events. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.

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Pamela J. Sams, CRPC, has spent over two decades helping women take control of their financial futures with confidence and clarity. As founder of Jackson Sams Wealth Strategies, a boutique financial planning firm, Sams is dedicated to empowering women to build long-term security and independence. Her personalized approach covers all aspects of financial services from investments and retirement income to risk protection and college planning, with an emphasis on education, confidence and care.

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Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Kagawa founded The Pacific Bridge Companies, a comprehensive wealth management organization operating between the United States and Japan, and Ohana Global Alliance of Financial Advisors, a collaborative focused on providing advisors with cross-border global navigation across the financial spectrum.

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Andrew Pizzi Olivera has been with State Farm for several years and is dedicated to serving individuals in various ways, such as preparing for college expenses, planning for the future and safeguarding their income. He strives to provide comprehensive support to his clients, addressing all aspects of their financial well-being. Pizzi Olivera is passionate about building great teams with people who want to grow, get better and continuously learn, which is foundational to his mindset and mission.

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