Estate Planning Conference

Meet the Speakers

From industry visionaries to leading estate planning experts, the speakers at this year’s Estate Planning Conference deliver insights, clarity, and proven strategies designed specifically for advisors. Expect actionable takeaways, candid discussions, and expert perspectives built to elevate your practice. Explore our growing lineup and prepare to accelerate your impact.

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  • Adm. William H. McRaven, USN (Ret.)
    Retired U.S. Navy Four-Star admiral, Best-selling Author, and Former Chancellor of the University of Texas System
  • Michael Kitces
    Chief Financial Planning Nerd, Kitces.com and Head of Planning Strategy, Focus Partners Wealth
  • Joanne Bradford
    Technology, Media, and Financial Services Executive
  • Larry Fitzgerald
    Former Professional Football Player, Investor, and Entrepreneur
  • Samantha Russell
    Chief Evangelist, FMG
  • Frank Caliendo
    Comedian
  • Anne Rhodes
    Chief Legal Officer, Wealth.com
  • Danny Lohrfink
    Chief Product Officer & Co-Founder, Wealth.com
  • Tim White
    Chief Growth Officer & Co-Founder, Wealth.com
  • Bruce Lee
    Founder and CEO, Keebeck Wealth Management
  • Brian Hamburger
    Founder, MarketCounsel and the Hamburger Law Firm
  • Shannon Spotswood
    CEO, RFG Advisory
  • Jamie Hopkins
    Chief Wealth Officer, WSFS and Bryn Mawr Trust
  • Rafael Loureiro
    Chief Executive Officer and Co-Founder, Wealth.com
  • Kate Shackleton
    Executive Managing Director, Mercer Advisors
  • Matt Gottshall
    Financial Planner, Balanced Wealth Group
  • Cameron Rufus
    Financial Advisor, Ritholtz
  • Emily Rassam
    Partner, Archer Investment Management
  • Jay Nelson
    Director of Financial Planning, Avior Wealth Management
  • Jessica Stanley, JD
    Operations Manager and Financial Advisor, Avior Wealth Management
  • Jonathan Novy
    Senior Advisor, Ritholtz
  • Lisa Weigel
    Senior Counsel of Strategic Growth, Wealth.com
  • Rick Kent
    CEO & Founder, Merit Financial Advisors
  • Ryan McQuillan
    Director of Firm Development, Avior Wealth Management
  • Domenick D’Andrea
    Co-Founder & Financial Advisor, DanDarah Wealth Management
  • Sara Baker
    EVP of Mergers & Acquisitions, Allworth Financial
  • Derrick Kinney
    Founder, Success for Advisors
  • Josh Brown
    CEO, Ritholtz
  • Nicole McMullin
    SVP of Product, Wealth.com
  • Michael Batnick
    Managing Partner, Ritholtz

Jan 26-28, 2026

Your Next Breakthough Starts Here

Scottsdale is calling. Join leading advisors and estate planning innovators for three transformative days filled with powerful insights, valuable connections, and proven strategies. Leave equipped and inspired to elevate your practice and shape the future of wealth management.

Register