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Carmine Corino, CLU, CFP

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Current Membership Year:
2026
Total Membership Years:
17
Court of the Table Honors:
11
Top of Table Honors:
8

Carmine Corino, CLU, CFP, is founder and CEO of Cornerstone Planning Group, an independent advisory firm built around client-first leadership, advisor growth and sustainable success. Co-author of the Amazon bestselling book “Broken Dealer,” Corino helps advisors reclaim time, reduce burnout and build businesses that create freedom instead of consuming it.

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Carmine Corino, CLU, CFP
LIvestreaming Available

Your time is your alpha: How top advisors break production plateaus without working more hours

Session Type:
Workshop
Language:
Date of Session:
Wednesday, November 11, 2026
Start Time:
8:20 am
Corino
2026-11-11 8:20 am
Content Track:

Session Description

Drawing from industry research, personal experience and advisor case studies, Corino shows how hidden operational complexity creates production ceilings, burnout and stalled growth. You’ll learn how to identify low-value activities, reclaim capacity, and recalibrate time and energy toward the conversations and relationships that drive meaningful growth.

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Chad Willardson, AWMA, CRPC

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Current Membership Year:
2026
Total Membership Years:
6
Court of the Table Honors:
6
Top of Table Honors:
6

Chad Willardson, AWMA, CRPC, is the president and founder of Pacific Capital and author of four bestselling books. He believes that providing clients with the right resources helps them organize their financial life, clarify their goals and make decisions that lead them to successful and fulfilling lives. Willardson co-hosts “The Smart Money Parenting Show” podcast and has been featured in various publications, such as The Wall Street Journal, Forbes and U.S. News & World Report.

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Chad Willardson, AWMA, CRPC
LIvestreaming Available

Build a $100 million firm without a $1 million payroll: Intelligent advisor of the future

Session Type:
Workshop
Language:
Date of Session:
Monday, November 9, 2026
Start Time:
1:40 pm
Willardson
2026-11-09 1:40 pm
Content Track:

Session Description

How did Willardson’s team deploy a full AI workflow transformation that optimized time spent on investment analysis and enabled advisors to prioritize client-facing time over administrative tasks? He provides a framework for you to audit workflows, identify where to deploy AI agents and know which moments in client relationships must always stay human.

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Joshua Herrington

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Current Membership Year:
2026
Total Membership Years:
2
Court of the Table Honors:
1
Top of Table Honors:

Joshua Michael Herrington is managing director of the North America platform at The Pacific Bridge Companies, an international financial planning firm. An MDRT Academy member in 2022, Herrington attended MDRT EDGE in 2024 as a Business Partner before qualifying for MDRT membership in 2025. He serves on the NAIFA National Artificial Intelligence Task Force and leads global AI study groups with MDRT advisors worldwide focused on practical, responsible AI integration in financial services.

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Joshua Herrington
LIvestreaming Available

Preparation is infrastructure: How I built a fiduciary-grade speech system using AI

Session Type:
Workshop
Language:
Date of Session:
Tuesday, November 10, 2026
Start Time:
1:40 pm
Herrington
2026-11-10 1:40 pm
Content Track:

Session Description

Rather than preparing for high-stakes conversations the way advisors did a decade ago, Herrington built his own AI-driven system that took him from first-time MDRT qualifier to Court of the Table the following year. Opening with a live demonstration, he breaks down the highly replicable five-step system he used to prepare for an important fireside chat — and how you can do the same using tools that are free or already in your hands.

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Carl Richards

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Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Carl Richards is a speaker, author and visual artist who helps people talk about money in a radically human way. For more than a decade, he created “The Sketch Guy” column for The New York Times, where his simple, hand-drawn sketches made complex financial concepts clear and deeply personal. With over 25 years in finance, Richards brings humor, vulnerability, and live sketching to transform how audiences think and feel about money, and to empower conversations around money that truly matter.

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Carl Richards
LIvestreaming Available

How to create a deeply human connection

Session Type:
Anchor Session
Language:
Date of Session:
Monday, November 9, 2026
Start Time:
1:05 pm
Richards
2026-11-09 1:05 pm
Content Track:

Session Description

How can you open opportunities for conversation that connect your tools, planning and advice with what clients really want? Through powerful stories, live sketching and audience exercises, Richards deepens your understanding of curiosity and presence, and how meaningful conversations and connections create lasting client relationships in an increasingly automated world.

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Justin Jones-Fosu

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Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Justin Jones-Fosu is a social entrepreneur, meaningful work researcher, and founder and CEO of Work. Meaningful. He is passionate about helping organizations and individuals take ownership of their mindset, purpose and performance to achieve amazing results. He is the author of “I Respectfully Disagree: How to Have Difficult Conversations in a Divided World,” which challenges the reader to spend more time building bridges than erecting barriers. He combines research-based content with humor to deliver engaging and memorable experiences.

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Justin Jones-Fosu
LIvestreaming Available

I respectfully disagree: How to have difficult conversations in a divided world

Session Type:
Anchor Session
Language:
Date of Session:
Tuesday, November 10, 2026
Start Time:
12:55 pm
Jones-Fosu
2026-11-10 12:55 pm
Content Track:

Session Description

Disagreement can unite rather than divide, Jones-Fosu says, strengthening teams and decision-making. Equipping you with tools to navigate tough conversations with curiosity, empathy and respect, he transforms conflict into connection so that your organization’s innovation flourishes, collaboration deepens and workplace culture thrives.

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Dr. Robyne Hanley-Dafoe

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Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Dr. Robyne Hanley-Dafoe is a multi-award-winning psychology instructor who specializes in resiliency, navigating stress and change, and personal wellness in the workplace. Described as transformational, engaging and thought-provoking, Dr. Hanley-Dafoe embodies her teachings by seamlessly blending real-world realities, rigorous research and profound wisdom with her own personal journey. Her life story exemplifies her unwavering dedication to spreading resilience, proving that it is not just a theory, but a transformative skill set.

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Dr. Robyne Hanley-Dafoe
LIvestreaming Available

Stress wisely: The essential tools for living and working well

Session Type:
Anchor Session
Language:
Date of Session:
Wednesday, November 11, 2026
Start Time:
10:45 am
Hanley-Dafoe
2026-11-11 10:45 am
Content Track:

Session Description

Sustainable success requires more than resilience alone, says Hanley-Dafoe. It requires learning how to work with stress wisely. She challenges outdated beliefs about stress and reveals how to transform it from an obstacle into an ally for growth, performance and well-being — including how to build systems that support you on your hardest days and how small, intentional shifts can create lasting impact.

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