Brendan Frazier is the Chief Behavioral Officer at RFG Advisory, the host of The Human Side of Money podcast, a keynote speaker, and was named one of Investopedia’s Top 100 Financial Advisors. He has built global training programs to help advisors around the world learn how to leverage behavior, psychology, and communication principles on the path to mastering the human side of advice.

Brian is one of the world’s leading experts on the psychology of money.  He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries.  He is a CFA Charterholder and earned a PhD at the University of Chicago. 

Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of retirement. Prior to joining TFP, Dan occupied several positions in the asset-management industry.

Derek Hagen, Director of Education and Communication at Money Quotient, financial behavior specialist, and motivational interviewing expert.

Ed is a Certified Financial Planner™, couples therapist, and financial therapist with over two decades of experience helping individuals and couples transform their financial lives. As the founder of Healthy Love and Money, Ed's practice offers Therapy Informed Financial Planning for Couples as well as Couples Financial Therapy.  

Emily Rassam is Partner and Senior Financial Planner for Archer Investment Management. In her role, she's dedicated to helping clients navigate the complexities of their financial lives with clarity and purpose. With more than 17 years of experience in investment firms across New York and North Carolina, she brings a wealth of expertise to every client interaction. Money isn't just about numbers; it's deeply personal and emotional.

Jake is the founder of Experience Your Wealth, a virtual fee-only financial planning firm helping travel-loving families find the right balance between investing for the future, but also experiencing life now. He is a Certified Financial Planner, Chartered Financial Analyst and Certified Student Loan Professional. Jake has been recognized by a handful of industry awards - Investment News 2020 40 Under 40 class, a 2020 top financial planner for millennials by Business Insider and 2021 Young Advisor To Watch by Financial Advisor Magazine, as well as being featured in a variety of media such as the New York Times, Wall Street Journal, Bloomberg, CNBC and others. 

James Woodfall is an experienced financial planner and expert in emotional intelligence. Whilst completing his masters in communication, behaviour and credibility analysis, James conducted research into the relationship between emotional intelligence and job performance in financial planners. After selling his financial planning business 2 years ago, he works as a trainer and consultant in emotional intelligence and communication skills for advisers.  

Lawrence “Larry” Sprung, CFP®, founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families they serve. 

He is the host of the Mitlin Money Mindset® a podcast found on most major podcast platforms. And has appeared on numerous podcasts and in the media including on Yahoo Finance, CNBC and Cheddar News.
Larry is passionate about raising awareness for mental health and has served on the National Board of the American Foundation for Suicide Prevention for over 12 years. With his wife, Denise, they have raised more than $1.7 million for the organization through the Keith Milano Memorial Fund.
Larry values his family, and his desire to do right by his wife and sons drives who he is, both in and out of the office. He is a huge hockey fan and still plays usually in charity games. 

Remember to ask yourself
“What did you do today that brought you joy?®”

Since 2005 Lindsay Troxell has worked with thousands of Financial Advisors and teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

Lindsay started Our Coaching Initiative as a platform where Financial Advisors, their team members, and their clients can access the power of coaching to create clearer, richer, more fulfilling lives.

Lindsay doesn't pretend to have all of the answers. She's as human as they come. She's got goals and dreams, but sometimes her habits don't align with the results she wants to create for herself. And that's part of what makes Lindsay a great coach. She's human.  She knows what it's like to be both high performing and sometimes a bit of a procrastinator. Accomplished and flawed. Confident and confused. She's also unapologetically curious about the science behind how we feel and its connection to how we show up

Dr. Meghaan Lurtz is a leading global expert on the psychology of financial planning and a Partner at Shaping Wealth. A dedicated educator, she is a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. She serves on multiple financial technology boards, bringing together finances and mental health. She is an active researcher, writer, and ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.

Mikel Van Cleve is a doctoral student in the Personal Financial Planning program at Texas Tech University. His research is focused on understanding the complex dynamics of money management and relationships within blended families. Mikel is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Behavior Specialist®, and Certified Employee Benefit Specialist®, with over 21 years of experience in the financial industry. 

Neil is an expert at bridging complex behavioral science with practical, tech-enabled application. He has served as a Chief Behavioral Officer for a UK-based financial planning firm and was the founder of an award-winning behavioral technology business. He has presented to thousands of business professionals around the world on human evolution, human biology, and behavioral psychology.  

Sarah Stanley Fallaw, Ph.D. is the co-author of The Next Millionaire Next Door and the founder of DataPoints, a financial psychology advisor tech company. Dr. Fallaw created the industry’s only predictive assessment of future financial outcomes based on The Millionaire Next Door. Dr. Fallaw’s research on the psychology of wealth has been featured in numerous conferences and publications, and she consults with firms worldwide on measuring client personality. Dr. Fallaw received her Ph.D. in Applied Psychology from the University of Georgia in 2003. She lives in East Cobb, Georgia, with her husband and daughters.

Tanya, founder and President of Align Financial in Duluth, MN, has spent most of the last 25 years helping women retire confidently and align their money with their lives. A dedicated finance geek, she served as Chair of the CFP® Board's Council on Examinations, helping shape the next generation of financial planners.