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Keynote Speakers

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Jason Dorsey

Gen Z and Millennial Keynote Speaker and Global Researcher

Jason is a pioneering Gen Z, Millennial, and generations speaker and researcher. His mission is to separate generational myth from truth to solve generational challenges for leaders.

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Morris Morrison

Professional Keynote Speaker & Business Consultant

Orphaned twice, Morris' unforgettable message reads like a Hollywood script but is very much real life. Challenges and disruptions early in his life uncovered his unique ability to entertain and engage, and his rare mix of creative talent and business acumen fuels his desire to help people grow.

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Liz Murray

Speaker & Author

The child of drug-addicted parents, Liz Murray found herself homeless at the young age of 15. Resolving not to be defined by her circumstances, Liz recognized that education was a key to a new way of life. She earned her high school diploma in just two years and won a scholarship to Harvard University that would turn her grim circumstances into a future filled with endless possibility.

Big Ideas Speakers

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Tom Hegna

President, Tomhegna.com

Tom Hegna, CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speakerfor many years and is considered by many to be THE Retirement Income Expert!

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Marcus Henderson, Sr.

President/CEO - Henderson Financial Group, Inc.

Marcus Henderson entrepreneurially leads and strategically positions an outstanding Wealth Management Firm where all team members work to maintain one unified goal "To profitably support, guide and serve our current and targeted clientele".

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Amy Jamrog

Chief Executive Officer at The Jamrog Group

Amy Jamrog is a financial advisor, author, coach, and motivational speaker.

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Rick Paulsen

Agent, New York Life Insurance Company

Rick works with affluent individuals, families, professional athletes, and business owners on business, estate and charitable planning objectives.

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Brian Walsh

Owner, Walsh & Nicholson Financial Group

Brian Walsh advises individuals and businesses in Wealth Management, Estate, Retirement, and Insurance Planning.

Breakout Sessions

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Laurie Adams

Financial Representative at COUNTRY Financial

For over 30 years she has helped clients meet their insurance and investment goals and regularly places near the top of COUNTRY’s advisor force. In 2019, Laurie was inducted into COUNTRY’s Hall of Fame.

Bob Avery

Robert Avery & Associates, Inc.

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Davin Bell

Financial Representative at North Star Consultants of Texas

Since 2009 Davin Bell has lead the development and growth within the Austin North Star branch as the Regional Vice President. He has built a personal practice with a specialized clientel in Physicians, Dentists and Laywers.

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Cheryl Canzanella

Brokerage Director - Coastal Wealth, MassMutual

Cheryl Canzanella has worked in the financial services industry for over 18 years and currently holds the position of Brokerage Director for MassMutual Southeast Coast. Additionally, Cheryl serves as the first female President of the MassMutual Brokerage Directors Advisory Council (BDAX).

Adelia Chung

Spectrum Wealth Management

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Mike Cogdall

President, Income Protection Solutions

Mike Cogdall has over 30 years of established sales success in the disability insurance marketplace. He specializes in helping his relationships grow their business by selling income and business protection solutions to their clients.

Brian Cooper

Agency Manager, Lincoln County Farm Bureau

Brian Cooper began his insurance career in 1997 as a John Hancock agent in Jackson, MS. Brian has served as Lincoln County Farm Bureau manager since 2017. His office leads his category in auto and fire policies on a consistent basis.

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Sha Embree

Managing Partner, New York Life Insurance Company

Sha Embree's expertise includes recruiting within the financial services industry. She focuses on attracting, hiring and retaining outside individuals with strong business acumen and analytical and strategic problem-solving skills.

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Peter Freska

Benefits Advisor, The LBL Group

After nearly a decade in sales and management with one of America’s largest private companies, Peter joined The LBL Group in 2004 as a specialist in the large employer benefits market, and currently holds the position of Senior Adviser.

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Blake Gillies

The DI Concierge

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Katie Hageman

Agency Owner, Hageman Family Insurance - Horace Mann

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Aaron Hammer

Associate, Hammer & Associates

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Brian Haney

Founder & Vice President, The Haney Company

Brian Haney founded The Haney Company with his father 7 years ago, to combine 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management, and insurance, Brian's expertise and keen insights provide organizations, businesses, and individuals with unique and innovative strategies to meet their insurance needs and financial goals.

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Brenton Harrison

Financial Advisor at Henderson Financial Group

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Walter Katz

President, The K Corporation

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Peter Magni

Financial Representative, The Bulfinch Group

Peter R. Magni joined WFG in 1982, now The Bulfinch Group effective January 19, 2016. He has worked with over 700 clients nationwide, including physicians, small business owners, and professionals interested in defining and achieving financial and insurance goals.

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Dan Mangus

Vice President of Sales, Senior Marketing Specialists

Dan Mangus has been in the insurance industry his entire life. Since starting his first insurance agency at age 18, Dan has been passionate about educating others about their insurance choices. Today Dan’s current position of Vice President of Sales, gives him a unique line of sight to the customer, agent, and FMO staff.

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Kimberley Ngo

CEO, Founder, InteliOne Financial Partners, LLC

As the founder, owner and operator concurrently of numerous successful businesses in multiple, licensed disciplines, Kimberley Ngo has demonstrated an ability to concurrently oversee, guide, operate and thrive in competitive fields over a span of 25 years.

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Kelly Piacenti

Assistant Vice President, MassMutual Insurance Company

Kelly Piacenti is responsible for the MassMutual SpecialCareSM program which includes over six hundred Special Care Planners. She also oversees partnerships between MassMutual and the largest special needs nonprofit organizations across the country; including Easterseals, The Arc, United Cerebral Palsy (UCP), Autism Society, National Down Syndrome Congress (NDSC) and Tuberous Sclerosis Alliance.

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Drew Shumski

Financial Advisor, Net Worth Asset Management

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Jim Silbernagel

Founder & Host of Real Wealth Marketing for Insurance & Financial Professionals

Jim Silbernagel is an independent agent registered with Concorde Investment Services, Inc. He is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.

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Robin Wahby

CEO/Owner at Wahby Financial Group, LLC

Robin Wahby is CEO and owner of Wahby Financial Group where she offers a variety of products that help meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

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Gary Wolff

Owner Principal at Wolff Wealth Advisors

As President of Wolff Wealth Advisors, Gary Wolff continues a family legacy in financial services that began when his father founded the Thomas Wolff Agency in Rockville, Connecticut in 1954. Gary works extensively with small business owners, specializing in the design and implementation of company retirement plans as well as other business financial services such as buy-sell agreements, key person insurance, succession planning and executive benefits.