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.)
  • Michael Kitces
  • Joanne Bradford
  • Larry Fitzgerald
  • Frank Caliendo
    Comedian
  • Anne Rhodes
  • Danny Lohrfink
  • Tim White
  • Bruce Lee
  • Brian Hamburger
  • Shannon Spotswood
    CEO, RFG Advisory
  • Jamie Hopkins
  • Rafael Loureiro
  • 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
  • Professional headshot of Domenick D'Andrea
    Domenick D’Andrea
    Co-Founder & Financial Advisor, DanDarah Wealth Management
  • Headshot of Sara Baker
    Sara Baker
    EVP of Mergers & Acquisitions, Allworth Financial
  • Headshot of Derrick Kinney
    Derrick Kinney
    Founder, Success for Advisors
  • Headshot of Josh Brown
    Josh Brown
    CEO, Ritholtz
  • Headshot of Nicole McMullin
    Nicole McMullin
    SVP of Product, Wealth.com
  • Headshot of Michael Batnick
    Michael Batnick
    Managing Partner, Ritholtz
  • Headshot of Anthony Stich
    Anthony Stich
    Chief Marketing Officer at Moran Wealth Management
  • Headshot of Dennis Stattman
    Dennis Stattman
    Managing Member, Beachland Investment Management
  • Headshot of Kathie Chao
    Kathie Chao
    Managing Director of Wealth Offers, Operations, and Strategy at Charles Schwab
  • Headshot of Paul Lee
    Paul Lee
    Chief Tax Strategist at Indivisible Partners

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