Dave is a highly sought after industry trainer spending the majority of his time leading large group, multi-firm, company exclusive virtual training programs. He also keynotes nationally and chooses a handful of 1:1 coaching clients.

Founder of The Winning Minds Group, Matt is a peak-performance strategist empowering professionals with mindset mastery and motivation.

Culture expert and co-founder of Undivided Life, Jeff delivers engaging insights on leadership, virtue, and values-driven innovation.

Retired U.S. Air Force Colonel sharing leadership strategies from high-stakes missions through his “Zero Fail Mission” approach.

Pioneer of “Life-Centered Planning,” Mitch helps advisors connect deeper with clients by aligning life values with financial strategy.

Deirdre is a top-rated international speaker and storytelling coach who helps financial professionals build trust faster and inspire action by mastering the art of personal and emotional connection.

Ben Nemtin is a #1 New York Times bestselling author and keynote speaker recognized for his work on personal growth and leadership. A three-time MDRT presenter, he empowers audiences to chase ambitious goals and lead with purpose.

Retirement income expert and author, Tom’s practical, powerful talks demystify retirement and income planning with clarity and humor.