Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. 

Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.

Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, is Chief Planning Officer at Focus Partners Wealth and the Lead Financial Planning Nerd at Kitces.com. A nationally recognized advisor, award-winning educator, and speaker, Jeff simplifies complex tax, retirement, and estate strategies for advisors and consumers alike. He travels extensively, training hundreds of professionals each year, and is the founder of Fully Vested Advice, with regular contributions to Kitces, Forbes, CNBC, and more . 

Sarah Brenner, JD, is Director of Retirement Education at Ed Slott & Company and a leading expert in IRA distribution planning with 20+ years of experience. Renowned for her engaging, pop-culture-driven teaching style, she simplifies complex IRA rules for advisors, CPAs, attorneys, and clients. Sarah speaks at major industry events and answers thousands of IRA questions annually. A former elder-law attorney, she also spent 15 years as a senior consultant at PM Consulting.

Amy Kizer is a seasoned recruitment expert with over two decades of experience helping firms make the right hiring decisions. She began her career in 1999, placing executive assistants before moving into leadership roles at a global staffing firm, where she managed a team of 30 consultants. Amy later built an accounting and finance division from the ground up - growing it to 70 active contractors in five years. Before launching TalentLink, she served as in-house recruiter for a mid-size broker/dealer, leading hiring across the entire organization.

Brian Smith is a veteran insurance wholesaler with over 20 years of experience helping financial advisors solve the complex puzzles of client income, safety, and accumulation strategies. As part of Foundational Income Associates, Brian is known for his relationship-first approach - often fishing, hunting, or golfing with the advisors he serves to better understand how they think and what drives their clients' needs. A trusted partner in the field, Brian combines deep industry knowledge with a passion for finding the right fit for every client scenario.