Our Speakers
Join the Top Innovators in
Carlsbad, CA on Mar 18-20, 2026
Ilene Ferenczy
Partner at Ferenczy Benefits Law
Ilene Ferenczy
Partner at Ferenczy Benefits Law
Olivia Schwartz
Co-Owner of Peak Retirement Group
Olivia Schwartz
Co-Owner of Peak Retirement Group
Andy Lovell
Vice President at FuturePlan
Andy Lovell
Vice President at FuturePlan
Megan Crawford
President at Crawford Retirement Group
Megan Crawford
President at Crawford Retirement Group
Fred Bloodgood
President of Fred Bloodgood Consulting
Fred Bloodgood
President of Fred Bloodgood Consulting
Lorraine Dorsa
Actuary at Aegis Pension
Lorraine Dorsa
Actuary at Aegis Pension
Lorraine Dorsa
Actuary at Aegis Pension
Christopher Tipper
Founder at Hunter Benefits
Christopher Tipper
Founder at Hunter Benefits
Zachary Dennis
President at Corvus Pension Actuaries
Zachary Dennis
President at Corvus Pension Actuaries
Zachary Dennis
President at Corvus Pension Actuaries
Naru Muraleedharan
Founder at Stax.ai
Naru Muraleedharan
Founder at Stax.ai
Joseph Burt
President at Pension Plan Specialists
Joseph Burt
President at Pension Plan Specialists
Katherine Tipper
Owner at Hunter Benefits
Katherine Tipper
Owner at Hunter Benefits
Cari Massey-Sears
Shareholder at DB&Z
Cari Massey-Sears
Shareholder at DB&Z
Andrew Flowers
Head of Product at Stax.ai
Andrew Flowers
Head of Product at Stax.ai
Chelsea Balak
VP of Operations at The Pension Source
Chelsea Balak
VP of Operations at The Pension Source
Kelsey Larson
VP of Operations at Blue Ridge Associates
Kelsey Larson
VP of Operations at Blue Ridge Associates
Aubrey Christ
President at Retirement (k)oncierge Group
Aubrey Christ
President at Retirement (k)oncierge Group
Aubrey Christ
President at Retirement (k)oncierge Group
Cam Sechrist
Head of Engineering at Stax.ai
Cam Sechrist
Head of Engineering at Stax.ai
Katie Boyer
Director, TPA Distribution at Principal Financial Group
Katie Boyer
Director, TPA Distribution at Principal Financial Group
Carolyn Cumbee
Senior Associate Attorney at Ferenczy Benefits Law
Carolyn Cumbee
Senior Associate Attorney at Ferenczy Benefits Law
Genelle Brakefield
VP of Business Development at Ekon Benefits
Genelle Brakefield
VP of Business Development at Ekon Benefits
Scott Erskine
Partner at Wise Rhino Group
Scott Erskine
Partner at Wise Rhino Group
Dawn Genz
COO at EGPS
Dawn Genz
COO at EGPS
Brian Coons
Partner at Pension Assurance
Brian Coons
Partner at Pension Assurance
Brian Danos
COO at Plan Notice
Brian Danos
COO at Plan Notice
Deb Rubin
Founder of Deb Rubin Coaching
Deb Rubin
Founder of Deb Rubin Coaching
James Lee
Founder of Lee CPA Audit Group
James Lee
Founder of Lee CPA Audit Group
Kevin Spaeth
Regional Vice President at PenChecks Trust
Kevin Spaeth
Regional Vice President at PenChecks Trust
Matt Slyter
President of Blue Ridge Associates
Matt Slyter
President of Blue Ridge Associates
Mike Kiernan
Head of Sales at Stax.ai
Mike Kiernan
Head of Sales at Stax.ai
Todd Hallowell
Founder and Shareholder of Hallowell 401(k) Assurance
Todd Hallowell
Founder and Shareholder of Hallowell 401(k) Assurance
Travis Jack
Managing Member of Metz CPA
Travis Jack
Managing Member of Metz CPA
Bill Riccio
VP of TPA Solutions at SinglepointAI
Bill Riccio
VP of TPA Solutions at SinglepointAI
Doug Sabella
Co-Founder and CEO of Payroll Integrations
Doug Sabella
Co-Founder and CEO of Payroll Integrations
Doug Sabella
Co-Founder and CEO of Payroll Integrations
Jordan Cross
President of CrossPlans
Jordan Cross
President of CrossPlans
Ron Kaplan
Head of Product Management at PenChecks
Ron Kaplan
Head of Product Management at PenChecks
Ron Kaplan
Head of Product Management at PenChecks
Andrew Hallengren
Co-Founder of Payroll Integrations
Andrew Hallengren
Co-Founder of Payroll Integrations
Derek Winegard
Senior Vice President of Payroll Integrations
Derek Winegard
Senior Vice President of Payroll Integrations
Greg Jones
CEO of Professional Benefit Services
Greg Jones
CEO of Professional Benefit Services
JJ McKinney
CRO at EGPS
JJ McKinney
CRO at EGPS
Kevin McCarthy
VP of Strategy and Growth at Payroll Integrations
Kevin McCarthy
VP of Strategy and Growth at Payroll Integrations
Kevin McCarthy
VP of Strategy and Growth at Payroll Integrations
Ricky Diaz
COO of Independent Retirement
Ricky Diaz
COO of Independent Retirement
Rob Klobukowski
Director of Institutional Integrations as PenChecks Trust
Rob Klobukowski
Director of Institutional Integrations as PenChecks Trust
Spiro Preovolos
President and CEO of PenChecks Trust
Spiro Preovolos
President and CEO of PenChecks Trust
