Catherine Moore is of counsel at Kembell Woods & Martinsen, LLP. She focuses on estate planning, trust and probate administration, business succession planning and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is admitted to practice law in Kansas,Missouri and Arkansas.

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.

Milan is a partner of NicholsonPham, PLLC aboutique law firm located in Durham NC with a practice centered on emergingissues of family formation and dissolution including surrogacy, assistedreproductive technology and adoption. She is an ART and Adoption Fellow withthe American Academy of Adoption and Assisted Reproduction Attorneys (AAAARTA). In addition to managing her firm, she is a member of the National FamilyLaw Advisory Council of the National Center for Lesbian Rights. She is the BoardChair of Equality NC and serves on the board of The Pauli Murray Center forHistory and Social Justice.  In service to her profession, she serves asChair of the Modern Family Committee and Chair of the Sexual Orientation andGender Identity Committee of the NC Bar Association.

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. 

Pam founded Partners4Housing to provide a better way for families of people with IDD to find roommates and set up shared housing solutions. Her career has spanned 30 years in special needs housing, and she is an acknowledged expert in her field and a Friends of Housing Award Honoree. As housing coordinator in Seattle, she assisted 450 people with IDD with their move into housing over a 5-year period and has an in-depth working knowledge of how to help people navigate SSI, SSDI, State Residential Support, Medicaid-funded personal care services, supported employment income, and Section 8 housing subsidies.

"I've been called an indomitable problem-solver. I love to work with parents to solve their unique challenges and leave their world a little better than I found it."

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 

Dave Connolly,  Co-Founder and CEO of Knudge, For over 25 years Dave has been designing and developing web based products. For 10 years, Dave was the Lead User Interface Designer at Bain & Company - responsible for designing dozens of internal web based applications like knowledge management and staffing and recruiting systems. More recently Dave was a co-founder and CTO of Catalant Technologies - an online marketplace that provides global enterprises access to business expertise on demand. 

Shaun Erickson, Co-Founder at Knudge and managing partner of Single Point Partners, a fee-only financial planning firm located in Boston, MA. Shaun is also  an active member and former President of the Financial Planning Associations of New England.

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

 Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

Mr. Slott is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials. Mr. Slott is the creator of Ed Slott’s Elite IRA Advisor Group℠ — celebrating its 20^th year in 2025 — and a best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse  Latest Threats to Your >span class="outlook-search-highlight">Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024). Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.