Speakers

Dan Allison

President
Model FA

Michael Barrasso

Co-Founder and Chief Executive Officer
WealthReach

Josh Bentz

Sr. Financial Advisor
Commas

Mindy Broderick

Regional Director and Vice President
Dimensional Fund Advisors

Meg Carpenter

CEO and Co-Founder
Ficomm Partners

Mark Colaço

Regional Director, Practice Management and Vice President
Dimensional Fund Advisors

Stephen de Man

Regional Director, Practice Management and Vice President
Dimensional Fund Advisors

David DeCelle

Chief Executive Officer
Model FA

Jake DeKinder, CFA

Head of Client Communications
Dimensional Fund Advisors

Mark Gochnour, CFA

Head of Global Client Services Group
Dimensional Fund Advisors

Kate Juelfs, SPHR®

Chief Operations Officer & Chief Compliance Officer
Foster Group

Michael Kitces, CFP®, CLU, ChFC, RHU, REBC, CASL

Chief Financial Planning Nerd
Kitces.com

Rachel Lysne

Partner, Chief Compliance Officer, and Director of Operations
Aspen Capital Management

Gerry Moscaritolo

Head of Recruiting and Vice President
Dimensional Fund Advisors

Adrian Murphy

Chief Executive Officer
Murphy Wealth

John Owens, CFP®, CPWA®, EA

Managing Parter
Brooklyn Fi

Livia Ramirez

Regional Director, Practice Management and Vice President
Dimensional Fund Advisors

Susan Rosenhoffer

Regional Director, Practice Management
Dimensional Fund Advisors

David Turner, CFA

Senior Manager
Dimensional Fund Advisors

John Wilson

Regional Director and Vice President
Dimensional Fund Advisors

Stacey Winning

Global Co-Head of Human Resources
Dimensional Fund Advisors