Alexa Brascetta

Wealth Advisor

Valorem Financial

Wealth Advisor

Valorem Financial
Anne Lester

Education Fellow

Alliance for Lifetime Income

Education Fellow

Alliance for Lifetime Income
Bernadette Joy

Speaker and Chief Educator

Crush Your Money Goals

Speaker and Chief Educator

Crush Your Money Goals
Dr. Preston D. Cherry

Director of Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay

UWGB Austin E. Cofrin School of Business

Director of Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay

UWGB Austin E. Cofrin School of Business
Frank Cooper III

Chief Marketing Officer

Visa

Chief Marketing Officer

Visa
Gino Barbaro

Founder

Jake and Gino LLC

Founder

Jake and Gino LLC
Jeffery Acheson

Chief Business Development Officer

Independent Financial Partners (IFP)

Chief Business Development Officer

Independent Financial Partners (IFP)
Kiersten Saunders

Host, rich & REGULAR podcast

Rich and Regular, LLC

Host, rich & REGULAR podcast

Rich and Regular, LLC
Lisa Francoeur

Chief Revenue Officer (CRO)

Crypto Tutors

Chief Revenue Officer (CRO)

Crypto Tutors
Maurice Philogene

Managing Partner

Quattro Capital

Managing Partner

Quattro Capital
Monica Rhee

Pacific Life

Pacific Life

Pacific Life

Pacific Life