Dan is the Managing Partner with financial education firm Advice2Advisors, which trains,
mentors and coaches financial advisors of all tenures. Dan is a CFP, a Member of the Society of Trust and Estate Practitioners (TEP) and a member of the Financial Therapy Association (FTA). Dan is a Board Member of the FP Foundation and Chair of its Research Committee. He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998. Dan is the author of The Financial Advisor’s Guide to Excellence, Thompson Reuters Publishing (rated one of the “10 Books Financial Advisors Need to Read in 2019”, by ReminderMedia), and forthcoming book, PainFREE Prospecting.

Elaine is Director of Retirement and Life Planning for Horsesmouth LLC, a New York-based company that helps financial advisors develop business, advise clients and manage their practices. Elaine started her career in 1981 as a registered representative for a major wirehouse and received her CFP designation in 1986. After 20 years as an independent financial writer of books, articles and white papers for the financial services industry, she joined Horsesmouth in 2008. In addition to speaking and consulting on Social Security, Medicare and Generational Planning, Elaine has authored three books and is frequently quoted in leading publications.

Frank Maselli is a rare combination of expertise, education and entertainment. As a keynote speaker, he knows the business inside and out and his delivery is electrifying. He’s been rated as the top industry speaker by the largest wealth management firms for over ten years! As a trainer, he has developed advanced and powerful programs in the industry that help advisors, wholesalers and managers. As a coach, he offers the industry’s only guaranteed-results program with no long-term contract!

Jane Blaufus is the author of ``WITH THE `{`STROKE`}` OF A PEN: Claim Your Life.`` Her book and companion planning binder have become recognized as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike. She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager and executive. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada and consults extensively into the financial services industry.

Jason Smith has a passion for helping others; with the goal to simplify the financial planning process for one billion people worldwide. He is the author of the best selling book, The Bucket Plan, and is in high demand as a speaker at financial conferences nationwide, including Ed Slott, Forum 400, MDRT and Top of the Table. He uses his experiences as an advisor to teach others how to achieve success and helps them build businesses that operate more efficiently and enhance their overall net profitability!

Pat Quinn has been entertaining, inspiring and educating audiences for more than 30 years.
As a former professional magician, Mr. Quinn learned the art of commanding a stage early in his career. With an advanced degree in brain research, he understands how adults learn new information. As a professional consultant and speaker, he has keynoted the biggest conferences and spoken to audiences around the world. Mr. Quinn consults with professional speakers and business leaders to help them improve their presenting skills and more effectively deliver their messages. From Olympic athletes to New York Times best-selling authors, the very best speakers in the world turn to Pat Quinn to improve their presentation skills.

Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain solutions in simple understandable terms, so clients will know exactly what their plan does.

Labeled ``One of the greatest marketing minds in the financial industry`` by executives and thought leaders, Jeremiah (DE-MA-RAY) is the top ranked award-winning insurance marketing advisor, strategist and marketer with more than 23 awards and recognitions from Direct Marketing News, Web Awards, Marketing Sherpa and many more. In April of 2015, he delivered the Ted Talk 'The Democratization of Marketing' to a standing ovation.