Ed Slott is a nationally recognized IRA and retirement tax expert, bestselling author, and founder of Ed Slott and Company. Known for making complex retirement and tax strategies practical and engaging, he has educated both consumers and financial professionals nationwide through books, media appearances, and live training.

Bobby Samuelson is Executive Editor of The Life Product Review and President of Life Innovators, where he focuses on life insurance and annuity product strategy. He is a widely recognized industry voice known for helping leaders understand product innovation, market direction, and changing consumer expectations.

Brody Young is a speaker and author whose life-changing survival story has inspired audiences nationwide. His presentations focus on resilience, courage, perspective, and the mindset required to overcome extreme adversity and lead with purpose.

Jim Effner helps leaders and advisors close the gap between where they are and where they want to be. Drawing on decades of leadership and field experience, he equips professionals with practical strategies for stronger performance, better accountability, and long-term growth.

Phyllis Shelton is an icon in the long-term care insurance industry. She has been featured extensively in the Wall St. Journal and appeared in a two-hour PBS documentary on caregiving. She has presented on Wall St. as well as CNNfn and National Public Radio. She has served as a consumer reference for such publications as Kiplinger’s Personal Finance Magazine and her interviews include USA Today, Business Week, Consumer Reports, Money, Smart Money, Bloomberg Wealth Manager and National Public Radio.

Chris Padgett is a dynamic speaker, author, musician, and presenter known for combining humor, authenticity, and practical insight. He has spent years speaking to audiences across the country on communication, faith, leadership, and personal growth.

Kurt Kersey spent much of his young adult life in the mission field, where he learned that everyone has a story, and everyone's story matters. He started his professional career at a Fortune 500 financial services firm where he learned that building trust is the only way to go from transaction to transformation. After five years as a financial advisor, Kurt left to build a marketing agency which he grew from coffee-shop-with-a-laptop to multiple seven figures. Exiting that business in 2025, he spends his time coaching and speaking on the art & science of story and the power of authentic selling to create significant impact.

Dave Resseguie is well-respected and sought after leader in the financial services world. As Chief Shepherd of The Resseguie Group, Dave works virtually and in-person with leaders from some of the most successful Fortune 100, 500, & 1,000 companies in the country. He spends the majority of his time leading large group, multi-firm, company exclusive virtual training programs. He also delivers 18-24 in person keynotes per year and works with about a dozen 1:1 coaching clients.

Tom Wall, Ph.D. is a national speaker, author, advisor coach, and retirement income planning expert with 23 years in financial services. His book, “Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance” describes how optimal retirements can only be achieved through the integration of life insurance and annuities. With a rare mix of academic background and client-facing experience, Tom distills complex concepts into actionable language that will help you move clients to action.