
Aaron Klein
CEO, Nitrogen

Andres Mazabel
Head of Advisor Sales, Trust & Will

Angela York
Co-Founder, Custom Strategic Marketing

Bill Simonet
Principal Advisor, Simonet Financial Group

Bonnie Kirchner
CFP and CFP Board Ethics Instructor

Brian Hamburger
Founder & CEO, MarketCounsel

Charlotte Geletka
Managing Partner, Silver Penny Financial Planning

Chris Hiestand
VP of Marketing, Altruist

Corey Westphal
CEO, Mobile Assistant

Craig Clark
CMO, Nitrogen

Craig Iskowitz
Founder, Ezra Group

Daniel Crosby, Ph.D.
Chief Behavioral Officer, Orion Advisor Solutions

Derek Notman
Founder, Couplr

Donald Miller
CEO, StoryBrand

Domenick D'Andrea
Financial Advisor, DanDarah Wealth Management

Emily Binder
Founder, WealthVoice

James Cox
Managing Partner, Harris Financial Group

Jason Lahita
Founding Partner

Jen Rutley
Principal, Hidden Insights Group

Joe Lonsdale
Founder and Managing Partner at 8VC

Jon Estes
VP of Sales and Marketing, Resonate Recordings

Julie Johnson
President & CEO, XY Communications

Justin Boatman
Chief Product Officer, Nitrogen

Justin Mack
Wealthtech Reporter, Financial Planning

Laura Garfield
Co-Founder, Idea Decanter

Laine Schoneberger
Managing Partner & Chief Investment Officer, Yrefy

Lara Galloway
SVP of Financial Education, White Glove

Leila Shaver
Founder, My RIA Lawyer

Liz Fritz
Co-Founder, F2 Strategy

Matt Halloran
CRO & Co-Founder, ProudMouth

Matt Morris
Founder, EncorEstate

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Nick Harding
SVP of Advisor Care & Success, Nitrogen

Ray Lewis
NFL Hall of Fame Linebacker

Rich Cancro
CEO, AdvisorEngine

Robert Sofia
CEO, Snappy Kraken

Samantha Russell
Chief Evangelist, FMG Suite

Shannon Rosic
Director of WealthStack Content & Solutions, Informa

Shannon Spotswood
President, RFG Advisory

Sharon Gottula
Co-Founder, Idea Decanter

Sheryl Hickerson
Founder, Females & Finance

Steve Leivent
SVP & Co-GM, SS&C Wealth & Investment Technologies, SS&C Advent

Stephanie Bogan
Founder, Limitless Advisor

Suzanne Theder
Chief Marketing & Experience Officer, FMG Suite

Ted Jenkin
Founder, Oxygen Financial

Tricia Rothschild
Board Member, Nitrogen & WealthTech Investor

Tom Papa
Comedian
The Venue
Summit 2023 will take place at the stunning JW Marriott Miami Turnberry Resort & Spa, a sprawling 300-acre sanctuary amongst lush, tropical gardens. The resort boasts two championship golf courses, a water park, full-service spa, and exquisite Mediterranean-inspired architecture. On top of a rich history of accolades, the resort was recently awarded with Condé Nast Traveler’s 2021 “#1 Resort in Florida”. The Fearless Investing Summit has always been hosted at truly incredible properties, but it’s no exaggeration to say this location is the most enchanting venue we’ve had yet! Learn more about the venue >
Book now