As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His  practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.

Jamie Hopkins is CEO of Bryn Mawr Capital Management, and Chief Wealth Officer of Bryn Mawr Trust and WSFS. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.

Jamie is also a former Finance Professor of Practice at the Heider College of Business at Creighton University, and a Professor of Practice at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.

Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. He is the author of the WSJ bestselling book, Find Your Freedom, which details the behavioral finance issues that hold people back from a more financially secure retirement.

Jamie was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40, and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts Estates Journal awarded Jamie the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule.

He sits on numerous boards, including Wealth.com and Wing.App. He was also recognized as the Top RIA Thought Leader in 2022 by WealthManagement, and as a top RIA leader by ThinkAdvisor in 2023. 

He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

Zach Conway is the founder and CEO of Seeds Investor, a technology platform that empowers advisors to deliver a more meaningful investing experience to clients by better understanding investors and delivering custom portfolios that align. Zach has been working as a financial advisor for nearly a decade, serving as a Managing Director at Conway Wealth, where he has helped grow the business by serving hundreds of clients and families over the years. When he’s not building innovative advice experiences, Zach spends his time with his wife and three young daughters. 

Dave Twardowski is the Head of Investments at Seeds Investor, where he oversees the full investments lifecycle from research to implementation. He joined the company after serving as Chief Investment Officer at Altafid and leading various algorithmic trading and investment strategy initiatives at Avantis Investors, Vise, and Dimensional Funds. Passionate about innovating at the intersection of technology, investments, and wealth management, Dave began his career developing flight control algorithms for Black Hawk helicopters and working with the NSA on projects that addressed national security issues. 

Stephen de Man is an Austin-based Regional Director and Vice President in Dimensional's Global Client Group. He works on the Practice Management team, whose mission is to help financial advisors gain strategic insight into their business by reviewing their performance and strategies relative to those of like-minded peers. Stephen has worked with numerous advisors and RIAs globally, with the goal of helping their firms implement strategies and top practices in pursuit of growth, improved profitability, and success.

  Stephen is a graduate of the G2 Leadership Institute. He began his career as a civics teacher in rural Texas through Teach For America. He earned an MBA from the University of Texas, a master's degree in policy and organizational leadership studies from Stanford University, and a bachelor's degree from 

Jason Co, CFP® is the founder of CoPlanning Financial, a fee-only firm dedicated to serving Asian-American families. Fluent in Mandarin and Cantonese, Jason offers comprehensive financial planning tailored to the unique needs of his clients. He utilizes in-depth, one-time financial plans to empower clients toward financial independence. Through his YouTube channel, Jason shares case study videos to effectively market his services and expand his practice.

Lily’s journey into finance was deeply influenced by her personal experiences. After losing her father at the age of 14, she witnessed her mother’s strength and resilience as a single parent. Motivated to make a positive impact, Lily began her career in finance while still in college.  Lily earned her Bachelor of Social Sciences degree with honors in Economics, Magna Cum Laude, from the University of California, Irvine. She holds multiple financial securities licenses, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  Lily is also fluent in Mandarin, Cantonese, and Hakka.

Keith Kim, CFP®, ChFC®, CEPA  is the co-founder of OnGen Financial, a firm dedicated to guiding clients through important and unfamiliar financial decisions. "OnGen," meaning "sound and complete" in Korean, reflects his commitment to principled guide and creative growth. As the first generation immigrant who witnessed his father’s journey from academia to entrepreneurship to support their family, Keith deeply understands the challenges and aspirations of small business owners. His passion for financial planning goes beyond serving clients—he has also contributed to the profession as the Director of the DE&I (Diversity, Equity, and Inclusion) Committee for the Financial Planning Association of Georgia.

Katie Calagui is a seasoned professional who is dedicated to helping others shine in their authenticity. As a life and leadership coach, she is an inspiring catalyst for personal growth. Her coaching style blends encouragement with challenge, guiding clients through the inner work necessary to overcome obstacles and align their personal gifts with their professional goals, ultimately enhancing their impact in the workplace and beyond.

Katie is a wife, mom and breadwinner. She served on executive leadership teams at financial advisory firms for 15 years. She has built formal talent management and HR departments, leading companies in creating a meaningful employee experience. 

Kenzie Groh is a passionate and transformational women's life and mindset coach who empowers women to break free from limiting beliefs and step into their full potential. With a unique blend of subconscious mind work, breathwork facilitation, and clinical hypnotherapy, Kenzie guides women on a powerful journey of self-discovery and empowerment, helping them unleash their inner powerhouse and create a life they truly desire. 

Naomi is a student in Behavioral Financial Planning at the University of Georgia. As someone with ADHD and who has family with both ADHD and Autism she's a passionate  advocate for neurodivergent individuals and committed to fostering inclusive environments where people with ADHD and autism can thrive. 

Jonathan Sparling brings over 10 years of college financing and higher education experience. A former financial aid office administrator, Jonathan has counseled countless families on college planning, savings, and financing throughout his career.

Joanne Dashiell brings over 15 years of higher education experience and a passion for helping families and students make their college dreams an affordable reality. Joanne has helped tens of thousands of families prepare for college by developing education and outreach programs. Joanne has delivered presentations throughout the country as an industry expert and serves as a resource for secondary and post-secondary professionals.

Marlena Lee is Dimensional’s Global Head of Investment Solutions. She leads a team dedicated to providing clients thought leadership, analysis, and education on a wide range of investment-related topics. In addition, she is a member of the Investment Research Committee.

Marlena previously served as Co-Head of Research, helping shape the firm’s global research agenda by working with clients to identify topics of interest and overseeing the creation of research papers.

Prior to joining Dimensional, Marlena worked as a teaching assistant for Nobel laureate Eugene Fama, a professor at the University of Chicago Booth School of Business. Marlena earned her PhD in finance and an MBA from the Chicago Booth School of Business. She also holds an MS in agricultural and resource economics and a BS in managerial economics from the University of California, Davis.