Speakers
Here's a preview of our exciting lineup of speakers!
Keynote Speakers
Frank Abagnale
Renowned Cybersecurity and Fraud Prevention Expert/ Bestselling Author
Keynote Speaker
Jeff Bush
Principal of The Washington Update
Keynote Speaker
Ann C. Czarnik
Board-Certified Emergency Medicine Physician
WIN Summit Keynote Speaker
Jurrien Timmer
Director of Global Macro, Fidelity Investments
Keynote Speaker
WIN Summit General Session Speakers
Kathleen Barrett
Financial Advisor
Lincoln Investment
Gwendolyn Bork
Financial Advisor
Legend Equities
Michelle Engle
Financial Advisor
Suncoast Wealth Solutions, Inc.
Elaine Gavlinski
Financial Advisor
Capital Analysts of Jacksonville
Robin Gruber
Financial Advisor
FS Financial Strategies
Melissa Hoffman
Financial Advisor
Dearborn & Creggs
Victoria McDonald
Financial Advisor
Encompass Wealth
Jennifer Prosise
Certified Financial Planner®
Voyager Group
Meghan Schneible
Financial Advisor
Wealth Management Forum General Session Speakers
Kathy Leckey
Chief Executive Officer
Lincoln Investment
Dan Alexander
EVP, Chief Business Development Officer
Lincoln Investment
Anthony Bueti
EVP, Chief Operating Officer
Lincoln Investment
Patrick Corker
Managing Director, Market Transformation and Innovation
BNY Mellon
Jason Estes
EVP, Chief Information & Technology Officer
Lincoln Investment
Steve Flax
EVP, Chief Human Resources Officer
Lincoln Investment
Tara Harkins
SVP, Marketing
Lincoln Investment
Tamara Indianer
Vice President Retirement Marketplace
Lincoln Investment
Maureen Mattson
EVP, General Counsel & Chief Compliance Officer
Lincoln Investment
Kelsey Mayo
Chief of Retirement Policy & Regulatory Affairs
American Retirement Association
Diane McCarthy
EVP, Chief Financial Officer
Lincoln Investment
Shashi Mehrotra
SVP & Chief Investment Officer
Lincoln Investment
Annie Messer
President
Pension Resource Institute
Rian Steinbiss
Financial Representative
Clearpath Wealth Partners, LLC
Lee Kern
Financial Advisor
Sam Newsham
Financial Advisor
Philadelphia Regional Office
Greg Mikolajczak, AIF®
Vice President and Financial Advisor
Heritage Advisory Group
Breakout/Training Session Speakers
Kamaal Allen
Manager, Advisor Service Operations Administrators
Lincoln Investment
Nick Arndt
Director, Advanced Markets Group
Transamerica
Nick Avsec
Asset Management Consultant
Lincoln Investment
Jeff Bantle
Sr. Learning & Development Specialist
Lincoln Investment
Amber Bland
Enterprise Client Success Representative
AdvisorStream | Broadridge
Anthony Bologna
Head of ERISA Sales
PCS Retirement
Bill Cass
Director of Wealth Planning
Franklin Templeton
Paul Cieslik
Advisor Practice Management Consultant
Capital Group | American Funds
Jeffrey Clark
Director, Advanced Planning
Jackson National
Connor Coffey
Advanced Planning Strategist
Brookfield Wealth Solutions
Joel Craven
Financial Advisor
Astraios Financial
Joe DiCriscio
Senior Financial Planning Consultant
Lincoln Investment
Thomas Dugan
Financial Advisor
The Legend Group
Chris Engel
Senior Vice President, Advisor Consulting, Strategic Growth & Solutions
Meeder Investment
Amy Foland
Executive Director
JP Morgan
Catherine Fulton
Training & Implementation Specialist
Lincoln Investment
Nate Glassey
Director of Federal & State Legislative Affairs, ARA; Executive Director of the NTSA
NTSA
Cathy Gray
AVP, Center for Professional Development
Lincoln Financial Distributors
Christina Hollenbach
Advisor Services Manager
Lincoln Investment
Daniel Jack
Field Director
Pacific Life
Kelly Lavigne
VP, Head of Annuity Advanced Markets
Allianz
Tom McCarthy
Financial Advisor
KAF Financial Advisors, LLC
Misty McMinn
Key Account Manager
Simplicity Group
Abrianna Means
Senior Advanced Planning Strategist
Jackson
Jason Mendelsohn
President
Ashar Group
Kurt Miller
Managing Partner
U.S. Employee Benefits Services Group
Nicole Morgan
Chief Development Officer
Invest in Others
Michael Muirhead
Senior Director, Fiduciary Training & Certification
Fi360
Amber Murray
Sr. Training Coordinator
Lincoln Investment
Bill O'Malley
Regional Director
Russell Investments
Frank Rosala
Director, Financial Planning & Advisor Solutions
Lincoln Investment
Patrick Schultz
Senior Wealth Planner
Clark Capital Management
David Shnitzer
Financial Advisor
CARE Private Wealth
Kevin Sokolow
President
Gabor Financial Solutions
Clayton Thompson
Financial Advisor
Capital Analysts of Jacksonville
Michael Titus
Regional Vice President
Athene
Kelsey Walsh
Sr. Training Consultant
Lincoln Financial
Ben Wuerffel
President
Capital Analysts of Jacksonville
Mark Soloperto
Financial Advisor
Keith Fredrickson
Financial Advisor
Sal Flores-Chatfield
Financial Advisor
Mitchell Chatfield
Financial Advisor
Ellen Alderson
Asset Management Consultant
Lincoln Investment
Bill Hughes
Asset Management Consultant
Lincoln Investment
Aleksandra Tammer
IM&R Senior Investment Analyst
Ted O'Donoghue
Senior Research Analyst
Khai Le
Financial Advisor