Thank you to all of our Choir Pledge Signatories

Attendees

The following people pledged to attend only conferences that meet the Choir Pledge Standards.

Anna Smukowski

Anna Smukowski

Attendee

Mitch Ackles

Mitch Ackles

Hedge Fund PR
Attendee

Christina Aleckson

Christina Aleckson

Single Point Financial Advisors
Attendee

Samantha Allen

Samantha Allen

Carson Group
Attendee

Laurie Allen

Laurie Allen

LA Wealth Management
Attendee

Elliott Appel

Elliott Appel

Kindness Financial Planning
Attendee

Arturo Aupont

Arturo Aupont

Attendee

Curtis Bailey

Curtis Bailey

Quiet Wealth
Attendee

Renée Baker

Renée Baker

Raymond James
Attendee

Vincent Barbera

Vincent Barbera

Newbridge Wealth Management
Attendee

Laura Barry

Laura Barry

Wealthspire Advisors
Attendee

Meg Bartelt

Meg Bartelt

Flow Financial Planning
Attendee

Elisabetta Basilico

Elisabetta Basilico

Attendee

Corey Beal

Corey Beal

Empowering Finance
Attendee

Essma Bengabsia

Essma Bengabsia

Attendee

Meredith Benton

Meredith Benton

Whistle Stop Capital
Attendee

Brian Berkenhoff

Brian Berkenhoff

Birch Investment Management
Attendee

Ian Bloom

Ian Bloom

Open World Financial Life Planning
Attendee

Joelle Boneparth

Joelle Boneparth

Our Tiny Rebellions
Attendee

Jess Bost

Jess Bost

Alpha Architect
Attendee

Jude Boudreaux

Jude Boudreaux

The Planning Center
Attendee

Diane Bourdo

Diane Bourdo

Humphreys Group
Attendee

Lazetta Braxton

Lazetta Braxton

Lazetta & Associates
Attendee

Mary Brennan

Mary Brennan

Stone Steps Financial
Attendee

Brian Briggs

Brian Briggs

Hartford Funds
Attendee

Megan Brinsfield

Megan Brinsfield

Motley Fool Wealth Management
Attendee

Lisa Bruce

Lisa Bruce

Envestnet
Attendee

Steven Buffalohead

Steven Buffalohead

Buffalo Built Design Studio
Attendee

Melissa Buffalohead

Melissa Buffalohead

Buffalo Built Design Studio
Attendee

Kyle Burns

Kyle Burns

The Rikoon Group
Attendee

Danielle Burns

Danielle Burns

CNote
Attendee

Kathleen Burns Kingsbury

Kathleen Burns Kingsbury

KBK Wealth Connection
Attendee

Sarah Cain

Sarah Cain

Carson Group
Attendee

Theresa Carey

Theresa Carey

CareryOnInvesting
Attendee

Pati Carr

Pati Carr

Carson Group
Attendee

Matt Carvalho

Matt Carvalho

Cardinal Point Wealth
Attendee

Nicole Casperson

Nicole Casperson

Workweek
Attendee

Justin Castelli

Justin Castelli

RLS Wealth
Attendee

Rosa Chalekian

Rosa Chalekian

Lake Avenue Financial
Attendee

Marguerita Cheng

Marguerita Cheng

Blue Ocean Global Wealth
Attendee

Annalisa Clifford Gold

Annalisa Clifford Gold

Centered Wealth
Attendee

Ronnie Colvin

Ronnie Colvin

French Press Financial
Attendee

Caitlin Cook

Caitlin Cook

Onramp Invest
Attendee

Daniel Costigan

Daniel Costigan

SageView 
Attendee

Karen Coyne

Karen Coyne

Clarity Planning
Attendee

Brendan Crews

Brendan Crews

Daviman Financial
Attendee

Virg Cristobal

Virg Cristobal

Cristobal
Attendee

Tyler Current

Tyler Current

First Kentucky Securities
Attendee

Melissa Currie

Melissa Currie

SEI
Attendee

Cathy Curtis

Cathy Curtis

Curtis Financial Planning
Attendee

Saundra Davis

Saundra Davis

Sage Financial Solutions
Attendee

Samuel Deane

Samuel Deane

Deane Wealth Management
Attendee

David DeCelle

David DeCelle

Model FA
Attendee

Lei Deng

Lei Deng

Core Planning
Attendee

RJ Devick

RJ Devick

Bond&Devick Wealth Partners
Attendee

Ashley Dixon

Ashley Dixon

My Money Person LLC
Attendee

Robert Dreizler

Robert Dreizler

Protected Investors of America
Attendee

Steven Drost

Steven Drost

Drost Financial
Attendee

Kaitlyn Duchien

Kaitlyn Duchien

Palladium Group
Attendee

Shanna Due

Shanna Due

District Capital Management
Attendee

Kamila Elliott

Kamila Elliott

Attendee

Paul Ellis

Paul Ellis

Paul Ellis Consulting
Attendee

Colton Etherton

Colton Etherton

Out of the Office Planning
Attendee

Dani Fava

Dani Fava

Envestnet
Attendee

Presley Fee

Presley Fee

University of Illinois Urbana-Champaign
Attendee

Russ Ford

Russ Ford

Wayfinder Financial
Attendee

Shannon Foreman

Shannon Foreman

Forethought Planning
Attendee

Scott Frank

Scott Frank

Stone Steps Financial
Attendee

Jade Friedensohn

Jade Friedensohn

DealCatalyst, INC.
Attendee

Jo Ellen Fritz

Jo Ellen Fritz

Balanced Financial Planning, Inc.
Attendee

Anya Gage

Anya Gage

Centered Wealth
Attendee

Ann Garcia

Ann Garcia

*not disclosed
Attendee

Michael Garry

Michael Garry

Yardley Wealth Management
Attendee

Tom Gartner

Tom Gartner

ISC Financial Advisors
Attendee

Carla Gentry

Carla Gentry

analytical-solution.com
Attendee

Jeffrey Gitterman

Jeffrey Gitterman

Gitterman Wealth Management
Attendee

Jessica Goedtel

Jessica Goedtel

Pavillion Financial Planning
Attendee

Robert J. Goellner

Robert J. Goellner

Common Interests, LLC
Attendee

Toni Gonzales

Toni Gonzales

Ohio National Financial Services
Attendee

Christina Gonzalez

Christina Gonzalez

A Dance With Finance
Attendee

Megan Gorman

Megan Gorman

Attendee

Asad Gourani

Asad Gourani

AG Wealth Management
Attendee

Kimberly Griego-Kiel

Kimberly Griego-Kiel

Horizons Sustainable Financial Services
Attendee

Sharon Grinestaff

Sharon Grinestaff

Shariden Consulting and Wealth Management, LLC
Attendee

Marsha Guerrier

Marsha Guerrier

Her Suite Spot
Attendee

Cristina Guglielmetti

Cristina Guglielmetti

Future Perfect Planning
Attendee

Mary Kate Gulick

Mary Kate Gulick

Carson Group
Attendee

Jan Habash

Jan Habash

Habash Wealth Management
Attendee

Matthew Halloran

Matthew Halloran

ProudMouth
Attendee

Torie Happe

Torie Happe

Attendee

Kyle Happe

Kyle Happe

Backstop Compliance Consulting
Attendee

Ashley Harlan

Ashley Harlan

Ashley Na'Trice Financial Consultants
Attendee

Josh Harris

Josh Harris

JW Financial Guidance
Attendee

Ben Henry-Moreland

Ben Henry-Moreland

Freelance Financial Planning
Attendee

Sheryl Hickerson

Sheryl Hickerson

Females And Finance
Attendee

TJ Hill

TJ Hill

Asset Map
Attendee

Seth Hodes

Seth Hodes

Able Wealth Management
Attendee

James Holland

James Holland

MillenniuM Investment & Retirement Advisors, LLC
Attendee

Jon Holmgren

Jon Holmgren

Freedom Financial Partners
Attendee

William Holtsman

William Holtsman

Benton Roberson CPA’s LLP
Attendee

Jamie Hopkins

Jamie Hopkins

Carson Group
Attendee

Kimberly Houston

Kimberly Houston

Kaydan Wealth Management
Attendee

Alexandra Hunter

Alexandra Hunter

Attendee

Dmitriy Ioselevich

Dmitriy Ioselevich

17 Communications
Attendee

Dave Ireland

Dave Ireland

SS&C Technologies
Attendee

Luna Jaffe

Luna Jaffe

Luna Jaffe & Wild Money
Attendee

Shemina Jiwani

Shemina Jiwani

AscendantFX Capital
Attendee

Tommi Johnsen

Tommi Johnsen

*not disclosed
Attendee

Julie Johnson

Julie Johnson

XY Communication
Attendee

Carrie Jones

Carrie Jones

Delegated Planning
Attendee

Melissa Joy

Melissa Joy

Pearl Planning
Attendee

Andrew Katz-Moses

Andrew Katz-Moses

Katz-Moses Financial
Attendee

Janice Kitzman

Janice Kitzman

Cascade Investment Compliance
Attendee

Johann Klaassen

Johann Klaassen

Horizons Sustainable Financial Services, Inc.
Attendee

Brett Koeppel

Brett Koeppel

Eudaimonia Wealth
Attendee

Camille Koppenberg

Camille Koppenberg

Asset Advisors
Attendee

Elena Krasnow

Elena Krasnow

StreetCred
Attendee

Kathryn Kubiak-Rizzone

Kathryn Kubiak-Rizzone

Values Added Financial
Attendee

Diahann Lassus

Diahann Lassus

Peapack Private Wealth Management
Attendee

Rachel Lawrence

Rachel Lawrence

Ellevest
Attendee

Gerri Leder

Gerri Leder

LederMark Communications
Attendee

Bradley Leimer

Bradley Leimer

Unconventional Ventures
Attendee

Linda Leitz

Linda Leitz

Peace of Mind Financial Planning, Inc.
Attendee

Lindsey Lewis

Lindsey Lewis

The American College
Attendee

Louis Leyes

Louis Leyes

Stages Planning Group
Attendee

Aaron Lieberman

Aaron Lieberman

Marathon Wealth Management, Inc.
Attendee

Ana Limon

Ana Limon

Carson Group
Attendee

Wilson Liu

Wilson Liu

Stone Steps Financial
Attendee

Mariana Llamas

Mariana Llamas

Xena Financial Planning
Attendee

Justin Long

Justin Long

Diazo Wealth Group
Attendee

Trent MacKeen

Trent MacKeen

First Wealth Advisors
Attendee

Kevin Mahoney

Kevin Mahoney

Illumint
Attendee

Bonnie Maize

Bonnie Maize

Maize Financial
Attendee

Marcia Mantell

Marcia Mantell

Mantell Retirement Consulting, Inc
Attendee

Kenneth Marino

Kenneth Marino

Neuberger Berman
Attendee

Leslie Marshall

Leslie Marshall

Morningstar Inc.
Attendee

Carolyn McClanahan

Carolyn McClanahan

Life Planning Partners, Inc.
Attendee

Devon McNamara

Devon McNamara

Cambridge Investment Research
Attendee

Courtney McQuade

Courtney McQuade

Courtney McQuade
Attendee

Dana Menard

Dana Menard

Twin Cities Wealth Strategies
Attendee

Malique Micenheimer

Malique Micenheimer

Attendee

Matt Middleton

Matt Middleton

Advisor Circle
Attendee

Acie Middleton

Acie Middleton

rebel Financial
Attendee

Leighann Miko

Leighann Miko

Equalis Financial
Attendee

Ethan Miller

Ethan Miller

Planning for Progress
Attendee

Rubin Miller

Rubin Miller

Perspective Wealth Partners
Attendee

Max Mintz

Max Mintz

Common Interests, LLC
Attendee

Brian Money

Brian Money

Carson Group
Attendee

Jimmy Moock

Jimmy Moock

Street Cred PR
Attendee

Maree Moscati

Maree Moscati

Copytalk
Attendee

Allan Moskowitz

Allan Moskowitz

Transformative Wealth Management, LLC
Attendee

Arlene Moss

Arlene Moss

XY Planning Network
Attendee

Kelsey Mowrey

Kelsey Mowrey

Motley Fool Asset Management
Attendee

Wendy Moyers

Wendy Moyers

Chevy Chase Trust Investment Advisors
Attendee

Jennifer Mulder

Jennifer Mulder

Pathway Financial Services
Attendee

Cheryl Nash

Cheryl Nash

InvestCloud
Attendee

Mindy Neira

Mindy Neira

Modera Wealth Management
Attendee

Mark Newfield

Mark Newfield

Bleakley Financial Group
Attendee

Bonnie Noble

Bonnie Noble

FA Match
Attendee

Sovaida Noronha

Sovaida Noronha

Advisor Circle
Attendee

Tyler Olson

Tyler Olson

Olson Consulting
Attendee

Victor Orozco

Victor Orozco

Bair Financial Planning
Attendee

Sloane Ortel

Sloane Ortel

Invest Vegan
Attendee

Ellen Osthus

Ellen Osthus

Feathered Paddle Wealth Advisors
Attendee

Kavi Pandian

Kavi Pandian

Katz-Moses Financial
Attendee

Dani Parris-Exline

Dani Parris-Exline

Peace of Mind Financial Planning, Inc.
Attendee

Matthew Patsky

Matthew Patsky

Trillium Asset Management, LLC
Attendee

Christopher Peck

Christopher Peck

Natural Investments
Attendee

Guy Penn

Guy Penn

Core Planning
Attendee

Jina Penn-Tracy

Jina Penn-Tracy

Centered Wealth
Attendee

Kiersten Peshek

Kiersten Peshek

Citrine Capital
Attendee

Keena Pettijohn

Keena Pettijohn

Lifelogixs Strategic Consultancy Group
Attendee

Tammira Philippe

Tammira Philippe

Bridgeway
Attendee

Penny Phillips

Penny Phillips

Journey Strategic Wealth
Attendee

Kyle Playford

Kyle Playford

Freedom Financial Partners
Attendee

Brian Portnoy

Brian Portnoy

Shaping Wealth
Attendee

Justin Pritchard

Justin Pritchard

Approach Financial
Attendee

Cici Prsha

Cici Prsha

CJN Communications, Inc.
Attendee

Brady Quirk-Garvan

Brady Quirk-Garvan

Natural Investments
Attendee

Julie Rains

Julie Rains

Hall and Rowe Media LLC
Attendee

Courtney Ranstrom

Courtney Ranstrom

Trailhead Planners
Attendee

Tyler Reeves

Tyler Reeves

Plimsoll Financial Planning
Attendee

Ronnie Reyes

Ronnie Reyes

Fidelity Investments
Attendee

Michael Reynolds

Michael Reynolds

Elevation Finacial
Attendee

Carl Richards

Carl Richards

Behavior Gap
Attendee

Matthew Ricks

Matthew Ricks

Haystack Financial Planning
Attendee

Gabe Rissman

Gabe Rissman

YourStake
Attendee

Valerie Rivera

Valerie Rivera

*not disclosed
Attendee

Bela Robbins

Bela Robbins

Elara Consulting Group
Attendee

Eric Rodriguez, CFP®

Eric Rodriguez, CFP®

WeathBuilders, LLC
Attendee

Kian Salehizadeh

Kian Salehizadeh

LPL
Attendee

Jacque Saltsman

Jacque Saltsman

Wildly Rising
Attendee

Stephanie Sammons

Stephanie Sammons

Sammons Wealth Management LLC
Attendee

Max Schatzow

Max Schatzow

RIA Lawyers
Attendee

Kristen Schmidt

Kristen Schmidt

RIA Oasis
Attendee

David Schreiber

David Schreiber

Greenvest
Attendee

Taylor Schulte

Taylor Schulte

Define Financial
Attendee

Mohna Shah

Mohna Shah

Motley Fool Wealth Management
Attendee

Abbie Sheridan

Abbie Sheridan

Green Rose
Attendee

Liz Simmie

Liz Simmie

Honeytree Investment Management
Attendee

Meredith Sims

Meredith Sims

Heart Strong Wealth Planning
Attendee

Shabana Siyed

Shabana Siyed

Altruist
Attendee

Rachel Sloan

Rachel Sloan

Sloane Advisory Group
Attendee

Cory Smith

Cory Smith

Traverse Planning
Attendee

Paul Sommerstad

Paul Sommerstad

Cerity Partners
Attendee

Jorge Soriano

Jorge Soriano

Financial Optimist
Attendee

Michelle Steward

Michelle Steward

Financially Aligned
Attendee

John Stoj

John Stoj

Verbatim Financial
Attendee

Mary Beth Storjohann

Mary Beth Storjohann

Abacus
Attendee

Alison Susko

Alison Susko

AssetMap
Attendee

Lindsey Swanson

Lindsey Swanson

Stripper Financial Planning
Attendee

C. Jordan Taylor

C. Jordan Taylor

Edward Jones
Attendee

Holly Testa

Holly Testa

First Affirmative Financial Network
Attendee

Zach Teutsch

Zach Teutsch

Values Added Financial
Attendee

Eric Toya

Eric Toya

Navigoe
Attendee

Simon Tryzna

Simon Tryzna

Palo Alto Wealth Advisors
Attendee

Carrie VanWinkle

Carrie VanWinkle

Natural Investments
Attendee

Felipe Venegas

Felipe Venegas

Commonwealth Planning Group
Attendee

Danika Waddell

Danika Waddell

Xena Financial Planning
Attendee

Kelly Waltrich

Kelly Waltrich

Intention.ly
Attendee

Jill Watson

Jill Watson

Workday
Attendee

Ari Weisbard

Ari Weisbard

Values Added Financial
Attendee

Jason Wenk

Jason Wenk

Altruist
Attendee

Ian Williams

Ian Williams

ZNW Management and Consultancy Limited
Attendee

Tremaine Wills

Tremaine Wills

Mind Over Money, LLC
Attendee

Dana Wilson

Dana Wilson

CHIP Professionals
Attendee

Michelle Wong

Michelle Wong

Nifty Advisor Support
Attendee

David Wood

David Wood

Gateway Financial Partners, LLC
Attendee

Joe Wride

Joe Wride

Crafted Finance
Attendee

Han Xue

Han Xue

Zen Wealth Advisors
Attendee

Diana Yanez

Diana Yanez

All The Colors
Attendee

Nathan Yates

Nathan Yates

ForwardView Consulting
Attendee

Michael Young

Michael Young

US SIF
Attendee

Greg Young

Greg Young

Ahead Full Wealth Management, LLC
Attendee

Mike Zung

Mike Zung

Java Wealth Planning
Attendee

Speakers

The following speakers pledged to speak at only conferences that meet the Choir Pledge Standards.

Anna Smukowski

Anna Smukowski

Speaker

Diana Bacon

Diana Bacon

Apella Capital
Speaker

Marci Bair

Marci Bair

Bair Financial Planning
Speaker

Renée Baker

Renée Baker

Raymond James
Speaker

Kathi Balasek

Kathi Balasek

Kathi Balasek Consulting
Speaker

Laura Barry

Laura Barry

Wealthspire Advisors
Speaker

Corey Beal

Corey Beal

Empowering Finance
Speaker

Essma Bengabsia

Essma Bengabsia

Speaker

Stephanie Bogan

Stephanie Bogan

Limitless Advisor Coaching
Speaker

Katie Braden

Katie Braden

Innovating Advice
Speaker

Megan Brinsfield

Megan Brinsfield

Motley Fool Wealth Management
Speaker

Lisa Bruce

Lisa Bruce

Envestnet
Speaker

Kathleen Burns Kingsbury

Kathleen Burns Kingsbury

KBK Wealth Connection
Speaker

Theresa Carey

Theresa Carey

CareryOnInvesting
Speaker

Justin Castelli

Justin Castelli

RLS Wealth
Speaker

Alex Chalekian

Alex Chalekian

Lake Avenue Financial
Speaker

Marguerita Cheng

Marguerita Cheng

Blue Ocean Global Wealth
Speaker

Caitlin Cook

Caitlin Cook

Onramp Invest
Speaker

Kim Ann Curtin

Kim Ann Curtin

The Wall Street Coach
Speaker

Cathy Curtis

Cathy Curtis

Curtis Financial Planning
Speaker

Saundra Davis

Saundra Davis

Sage Financial Solutions
Speaker

Sonya Dreizler

Sonya Dreizler

Solutions with Sonya
Speaker

Peter Dunn

Peter Dunn

Pete the Planner
Speaker

Blair duQuesnay

Blair duQuesnay

Ritholtz Wealth Management
Speaker

Paul Ellis

Paul Ellis

Paul Ellis Consulting
Speaker

Kimberly Evans

Kimberly Evans

Logz.io
Speaker

Scott Frank

Scott Frank

Stone Steps Financial
Speaker

Liv Gagnon

Liv Gagnon

Portaga Creative
Speaker

Robert J. Goellner

Robert J. Goellner

Common Interests, LLC
Speaker

Christina Gonzalez

Christina Gonzalez

A Dance With Finance
Speaker

Megan Gorman

Megan Gorman

Speaker

Kimberly Griego-Kiel

Kimberly Griego-Kiel

Horizons Sustainable Financial Services
Speaker

Matthew Halloran

Matthew Halloran

ProudMouth
Speaker

Ashley Harlan

Ashley Harlan

Ashley Na'Trice Financial Consultants
Speaker

Josh Harris

Josh Harris

JW Financial Guidance
Speaker

Sheryl Hickerson

Sheryl Hickerson

Females And Finance
Speaker

Julie Johnson

Julie Johnson

XY Communication
Speaker

Andrew Katz-Moses

Andrew Katz-Moses

Katz-Moses Financial
Speaker

Janice Kitzman

Janice Kitzman

Cascade Investment Compliance
Speaker

Johann Klaassen

Johann Klaassen

Horizons Sustainable Financial Services, Inc.
Speaker

Alice Korngold

Alice Korngold

Korngold Consulting LLC
Speaker

Sonia Kowal

Sonia Kowal

Zevin Asset Management
Speaker

Michael Kramer

Michael Kramer

Natural Investments
Speaker

Jason Lahita

Jason Lahita

StreetCred PR
Speaker

Linda Leitz

Linda Leitz

Peace of Mind Financial Planning, Inc.
Speaker

Julie Macc

Julie Macc

Simple Money Choices
Speaker

Trent MacKeen

Trent MacKeen

First Wealth Advisors
Speaker

Barb MacLean

Barb MacLean

Celero
Speaker

Marcia Mantell

Marcia Mantell

Mantell Retirement Consulting, Inc
Speaker

Leslie Marshall

Leslie Marshall

Morningstar Inc.
Speaker

Carolyn McClanahan

Carolyn McClanahan

Life Planning Partners, Inc.
Speaker

Kathleen McQuiggan

Kathleen McQuiggan

Artemis Financial Advisors
Speaker

Max Mintz

Max Mintz

Common Interests, LLC
Speaker

Jimmy Moock

Jimmy Moock

Street Cred PR
Speaker

Maree Moscati

Maree Moscati

Copytalk
Speaker

Kelsey Mowrey

Kelsey Mowrey

Motley Fool Asset Management
Speaker

Anna N’Jie-Konte

Anna N’Jie-Konte

Speaker

Dave Nadig

Dave Nadig

ETF Trends
Speaker

Sheryl O’Connor

Sheryl O’Connor

Speaker

Victor Orozco

Victor Orozco

Bair Financial Planning
Speaker

Sloane Ortel

Sloane Ortel

Invest Vegan
Speaker

Kavi Pandian

Kavi Pandian

Katz-Moses Financial
Speaker

Matthew Patsky

Matthew Patsky

Trillium Asset Management, LLC
Speaker

Jina Penn-Tracy

Jina Penn-Tracy

Centered Wealth
Speaker

Keena Pettijohn

Keena Pettijohn

Lifelogixs Strategic Consultancy Group
Speaker

Maya Philipson

Maya Philipson

Adasina Social Capital
Speaker

Michael Reynolds

Michael Reynolds

Elevation Finacial
Speaker

Carl Richards

Carl Richards

Behavior Gap
Speaker

Bela Robbins

Bela Robbins

Elara Consulting Group
Speaker

Eric Rodriguez, CFP®

Eric Rodriguez, CFP®

WeathBuilders, LLC
Speaker

Andrew Rogers

Andrew Rogers

Carson Group
Speaker

April Rudin

April Rudin

The Rudin Group
Speaker

Samantha Russell

Samantha Russell

Twenty Over Ten
Speaker

Pamela J. Sams

Pamela J. Sams

Jackson Sams Wealth Strategies
Speaker

Johnny Sandquist

Johnny Sandquist

Three Crowns
Speaker

Kristen Schmidt

Kristen Schmidt

RIA Oasis
Speaker

Taylor Schulte

Taylor Schulte

Define Financial
Speaker

Matthew Sekol

Matthew Sekol

Microsoft
Speaker

Ryan Shanks

Ryan Shanks

FA Match
Speaker

Denise Shull

Denise Shull

The ReThink Group Inc
Speaker

Shana Sissel

Shana Sissel

Strategic Wealth Partners
Speaker

Jorge Soriano

Jorge Soriano

Financial Optimist
Speaker

Gavin Spitzner

Gavin Spitzner

Wealth Consulting Partners
Speaker

Sara Stanich

Sara Stanich

Cultivating Wealth
Speaker

Michelle Steward

Michelle Steward

Financially Aligned
Speaker

Mary Beth Storjohann

Mary Beth Storjohann

Abacus
Speaker

C. Jordan Taylor

C. Jordan Taylor

Edward Jones
Speaker

Holly Testa

Holly Testa

First Affirmative Financial Network
Speaker

Zach Teutsch

Zach Teutsch

Values Added Financial
Speaker

Carrie VanWinkle

Carrie VanWinkle

Natural Investments
Speaker

Carrie VanWinkle

Carrie VanWinkle

Natural Investments
Speaker

Kelly Waltrich

Kelly Waltrich

Intention.ly
Speaker

Jill Watson

Jill Watson

Workday
Speaker

Jason Wenk

Jason Wenk

Altruist
Speaker

Tremaine Wills

Tremaine Wills

Mind Over Money, LLC
Speaker

David Wood

David Wood

Gateway Financial Partners, LLC
Speaker

Han Xue

Han Xue

Zen Wealth Advisors
Speaker

Daniel Yerger

Daniel Yerger

My Wealth Planners
Speaker

Marwa Zakharia

Marwa Zakharia

AssetBook
Speaker

Event Sponsors

The following companies pledged to sponsor only conferences that meet the Choir Pledge Standards.

Laura Barry

Wealthspire Advisors
Sponsor

Christina Gonzalez

A Dance With Finance
Sponsor

Kimberly Griego-Kiel

Horizons Sustainable Financial Services
Sponsor

Matthew Halloran

ProudMouth
Sponsor

Janice Kitzman

Cascade Investment Compliance
Sponsor

Alice Korngold

Korngold Consulting LLC
Sponsor

Sonia Kowal

Zevin Asset Management
Sponsor

Jason Lahita

StreetCred PR
Sponsor

Kathleen McQuiggan

Artemis Financial Advisors
Sponsor

Kelsey Mowrey

Motley Fool Asset Management
Sponsor

Matthew Patsky

Trillium Asset Management, LLC
Sponsor

Jina Penn-Tracy

Centered Wealth
Sponsor

Eric Rodriguez, CFP®

WeathBuilders, LLC
Sponsor

Jorge Soriano

Financial Optimist
Sponsor

Amy Thacker

First Affirmative Financial Network
Sponsor

Kelly Waltrich

Intention.ly
Sponsor

Jason Wenk

Altruist
Sponsor

Tremaine Wills

Mind Over Money, LLC
Sponsor

David Wood

Gateway Financial Partners, LLC
Sponsor

Jon Zanoff

Empire Startups
Sponsor