XYPN LIVE 2018 Schedule

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View. Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession.

Audra Bohannon is a Senior Partner for Korn Ferry Hay Group. For over 30 years, Ms. Bohannon has delivered strategic leadership and business consultation solutions that have helped move people and organizations toward their desired performance results. In her current position, Ms. Bohannon brings keen analysis and outcome-driven expertise on issues related to optimizing the contribution of a global workforce and advancing women worldwide. Her portfolio of client organizations served includes a broad range of U.S. and global industries and businesses, including building and consumer products, financial services, food and beverage, healthcare, manufacturing and retail, pharmaceutical, technology and communication, and transportation. Beyond Korn Ferry, Ms. Bohannon sits on the national boards of Community Builders and Accelerated College Experiences (ACE), and she serves on the Human Resources Committee of Big Sister Association of Greater Boston.

Dr. Elizabeth Dunn is a professor in the Department of Psychology at the University of British Columbia. Dr. Dunn conducts experimental research on self-knowledge and happiness, with a current focus on how mobile technology can both support and undermine human well-being. She is the co-author of Happy Money: The Science of Happier Spending (Simon & Schuster) with Dr. Michael Norton. Her work has appeared in top journals, with three papers published in Science, and she has given talks at PopTech! and TEDx. She was selected as one of the “rising stars” in academia by the Chronicle of Higher Education in 2004 and was an honoree for the 2007 Mind Gym Academic Prize for pioneering work in positive psychology. In 2010, she received a New Investigator Award from the Canadian Institutes of Health Research, as well as UBC’s Robert E. Knox Master Teacher Award. Her research has been featured in hundreds of media outlets around the world, including The New York Times, The Globe and Mail, The London Times, Maclean’s, Time, and CNN. Dr. Dunn is also an avid surfer and skier.

Everyone who knows small business knows Michael E. Gerber.

• The Bestselling author of 32+ ‘E-Myth’ books, in the New York Times, Wall Street Journal, Business Week, Inc. Magazine, FORTUNE, Forbes, Wire . . . millions sold;

• The originator, in 1977, of the small business coaching industry, with his founding of The Michael Thomas Corporation, The E-Myth Academy, E-Myth Worldwide, Michael E. Gerber Companies . . . since that time having served over 100,000 small business clients in 145 countries;

• And today launching “Beyond the E-Myth: The Evolution of an Enterprise: From a Company of One to a Company of 1,000!: The Course – The Program – The Book” – a revolutionary process to prepare a small company for acquisition by readying it to scale.

Ivy Taylor, XYPN Design Specialist, enjoys creating good stuff for good people. She loves collaborating with small business owners to draw back the curtain on creativity and help them understand the importance of good design in their business and how they can find the support they need with the tools available in today's tech-centric world. Ivy works within XYPN to help develop the brand as well as help create visual content for XYPN Academy. While she spends most of her day on the computer, Ivy can also be found wandering around the mountains hiking, camping, stargazing and aimlessly doodling in pursuit of better understanding the natural world beyond of her screens.

Jennifer Mastrud, XYPN Director of Marketing, is tasked with sharing the movement at XYPN. Her expertise is in branding, marketing, and public relations. She’s as passionate about the XYPN message as she is about innovating new ways to share it. Before joining XYPN, Jen accumulated several years of experience representing national brands in diverse sectors including technology, gaming, TV, and education. She’s based in Minnesota, but travels frequently to warm up.

Arlene Moss, XYPN Coaching Program Manager, thrives on helping financial advisors go from being overwhelmed to on track, so their businesses soar. Arlene works with all levels of XYPN membership to ensure they are able to help their clients prosper while creating a sustainable business. Through XYPN Academy and one-on-one coaching, she provides the support members need to overcome the challenges that come with entrepreneurship. When not motivating clients and cooking up new ideas to help XYPN members, you can find Arlene on her road bike, or trying to master the art of tandem cycling without destroying her marriage. In the winter months, she gets to the ski slopes as much as possible, hunting hidden bits of fresh powder amid the trees of Breckenridge, Colorado.

Mario Nardone, CFA is President and Founder of East Bay Financial Services, a Charleston, SC-based Registered Investment Advisor. East Bay provides Outsourced Investment Strategy and Research Services for XY Investment Solutions and advisory firms around the world. Mario’s experience includes institutional consulting and ETF strategy at Vanguard and service as Chief Investment Officer for a well-respected financial planning firm in the Charleston area. Mario is Past President of CFA Society South Carolina and is a member of the Financial Planning Association. His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, Charleston Regional Business Journal, The Post & Courier, Northeast Pennsylvania Business Journal, and Public Radio.

Alex Nadworny brings her experience as a CERTIFIED FINANCIAL PLANNER™ Professional, and her empathy and knowledge as a sibling and future guardian of her brother James, to advising families of individuals with special needs. She has become a sought after speaker on the topic of building a Team to Carry On™, encouraging and guiding families to plan for when they are no longer able to do all they do for their loved one. Alex is a second generation wealth advisor in the Special Needs Financial Planning Team where she joined her father, John Nadworny and Cynthia Haddad to serve their clients into the next generation. She is the President of the Massachusetts Guardianship Association (MGA) and is on the board of the Department of Developmental Services (DDS) local Citizens Advisory Board. She enjoys traveling, boxing and spending time with family.

When J.D. Bruce was auditing Pre-IPO Internet companies at Price Waterhouse in the late 90’s, his ponytail was an advantage. But, ready to get rich in a billion dollar IPO, J.D. left the world of public accounting and joined an internet company right before the tech crash... Oops. Nearly a decade passed consulting as a Controller and CFO for technology companies, advertising agencies and banks.

Since becoming the President of Abacus Wealth Partners, J.D. has become a leading voice in RIA focused technology and organizational excellence. He is a frequent conference speaker on technology and organizational strategy, including T3, Schwab Impact, TD LINC and the XY Planning Conference. He wrote the cloud computing section for “Technology Tools for Today's High-Margin Practice” by Joel Bruckenstein and David Drucker and has been a member of the judging panel for the Orion Fuse hackathon since its inception in 2013.

To enhance his geek persona, J.D. plays Dungeons & Dragons (usually as the Dungeon Master), can beat his teenagers at Mario Cart, and collects medieval weapons.

Carolyn McRae leads high growth marketing strategies for small teams in Boston. With six years of financial services marketing under her belt, too, Carolyn has the unique ability to apply top lessons from outside industries to advisory firms. She's here to help you break through the noise so marketing isn't intimidating or annoying, and identify key action items that actually drive prospects.

As the son of insurance industry veterans Keith and Judith Maurer, Mark Maurer kept with tradition when he joined LLIS in 2003, became president of the company in 2008, and added CEO to his title in 2014.

Mark is a CFP(R) and an MBA and has an impressive combination of education and mentoring. He continually monitors the insurance and financial services industries and, under his leadership, LLIS continues to expand its portfolio of solutions and services. Most recently with the introduction of ALLiS, a secure 24/7/365 website that maintains LLIS’s high touch, high tech approach to working with advisors and clients.

Mark is a member of the National Association of Insurance and Financial Advisors, and a popular speaker for financial organizations including The Alliance of Comprehensive Planners, NAPFA, Garrett Planning Network, XY Planning Network, LIMRA, LOMA, and Society of Actuaries. He is also a contributing insurance resource to industry publications including Business Week, Bloomberg.com, Forbes, NAPFA Advisor, AMA Physicians’ Guide to Financial Planning, The New York Times, NY Daily News, Jean Chatzky’s Talking Money, and Jane Bryant Quinn’s book, Making the Most of Your Money Now.

Jake Keubler is President of Bluestem Financial Advisors in Champaign, IL. He has a BS in Agriculture and Consumer Economics from the University of Illinois and a MS in Family Studies and Human Services from Kansas State University. Both degrees were concentrated in Financial Planning. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent. Jake has been a strong advocate of advancing comprehensive, fee-only planning towards a Profession through his volunteering. He currently serves as an Adjunct Instructor in Financial Planning with the University of Illinois and on the Leadership Development Committee for NAPFA. He was previously a Board Member with the Alliance of Comprehensive Planners, Chair of NAPFA Genesis and co-authored a whitepaper on retainer models in financial planning.

Steve Sanduski, CFP® is the founder of Belay Advisor, a company that helps growth-minded thinkers to accelerate business, investing, and life success. He also co-founded ROL Advisor, a SaaS provider of discovery process tools and marketing support for financial advisors focused on Life-Centered PlanningTM. Earlier, Steve led Peak Advisor Alliance, a business coaching company that grew from 0 to 1,000 coaching clients during his leadership. He was also a senior leader at an RIA as it grew from $0 to nearly $2 billion in AUM. A prolific writer, Steve is a New York Times Bestselling author and frequent contributor to industry publications. He speaks professionally and hosts the popular Between Now and Success podcast.

Ashley Murphy, CFP® AIF, is the founder and Principal of Arete Wealth Strategists. The firm, fee-only Registered Investment Advisor, provides financial planning and investment management services to business owners and Australian/American expatriates.

Ashley brings a unique perspective for his clients being a tri-citizen of Australia, the UK and the USA. He completed his undergraduate studies at the University of Queensland and moved to the US in 2005.

He has been quoted in the Wall Street Journal, Inside Information and was profiled in Financial Advisor Magazine. He is a Cross-Border Knowledge Circle host for the Financial Planning Association. As a Financial Advisor, he has worked in a variety of environments including broker dealer, fee & commission and as a fee-only RIA.

Ashley is currently undertaking CFP® studies in Australia which will make him one of the only financial advisors qualified in both countries when completed.

He is a former Adjunct Professor in the CFP program at UC Berkeley Extension and Golden Gate University.

Mark Boujikian, CFP®, Founded Keymark Financial in tandem with a unique strategic partnership with a local CPA firm. This partnership has allowed a new tilt toward tax planning within the financial planning process that relies on official tax projections and returns to isolate more precise tax liability outcomes. Using those outcomes, Keymark Financial builds client financial plans in tiers that include a one year tax and savings plan, multi-year goal execution and tax reduction strategies and long-term traditional financial plans with a more precise tax planning tilt.

Building a financial planning process centered on tax planning has created a more engaged client base with a common goal of understanding their tax strategy and the affect it has on the execution of their goals (not to mention a happier client base knowing tax savings is a goal!).

From local libraries to radio shows, Mark is an advocate for financial literacy and works with the National Financial Educators Council to enhance financial literacy across the nation.

Inga Chira is an applied academic. She has a PhD in finance and is a Certified Financial Planner®. Inga works with people who are looking to improve their finances, and as a result, improve their lives. Her main goal is to increase her clients' happiness level. When she does not work with clients directly, she runs the financial planning program at California State University, Northridge and does research about what motivates people to save for retirement, how financial planners can help in that quest and the link between money and happiness. Recently, she also wrote a fun book about personal finances called Mastering Money – A Simple Guide to Achieving Financial Success.

Ross Menke, CFP®, is the founder of Lyndale Financial located in Nashville, TN. He provides financial planning and investment management advice to Generation Y couples both locally and across the country.

Devon Klumb is a co-founder of RhineVest & Behavioral Financial Advisor™ in Cincinnati, Ohio. RhineVest was created to bring intelligent financial advice to everyone. Recent advancements in software have made it possible to drastically lower required account minimums and pass along cost savings in the form of lower asset-based fees. Devon and his team started this firm to help clients take full advantage of these automated investment platforms with the benefit of a human advisor to lead them through the process. Along the way, they have attempted to fix other things they feel are broken in the industry: transparent pricing, flexible meetings, and mobile access to client accounts. Along with Devon, the firm’s founders, Brad Felix, CFA and Andrew Damcevski, CFP® have professional experience with firms across the financial industry: investment management, fund-of-hedge-funds, banks, consumer finance, and insurance companies. First-hand experiences with conflicts of interest, high fees, underperformance of active managers, and the exclusion of low-balance accounts led to the formation of RhineVest.

Anna Sergunina, CFP® is President & CEO at MainStreet Financial Planning, Inc., the nation’s largest fee-only, project-based/hourly financial planning business, with 6 offices in 4 states. In addition, Ms. Sergunina writes for numerous publications such as Business Insider, Forbes, USA Today, Nasdaq, and WSJ. She teaches her flagship personal finance management course, Money Flow System, and engages with consumers thru her highly praised 2-minute podcast, Daily Juice, and weekly Facebook Live show, Money Date. Anna has been named “A Virtual Force” by Morningstar and recognized by Financial Advisor Magazine as a Top 10 Young Advisor to Watch in 2017. She is also the recipient of the 2017 Garrett Member Award: Best Press Coverage and XY Planning Network’s Member of the Month Award in August 2017.

A founding members of XYPN, Ben Wacek started Wacek Financial Planning in 2014 with a focus on offering high-quality financial planning services that are accessible to all. Ben incorporates the teachings of his Christian faith as he guides his clients in making wise decisions with their finances and he has a focus on serving pastors. At the beginning of 2018, Ben hired his dad, who works with him virtually as a paraplanner. Minneapolis is home for Ben, where he lives with his wife, Bekah, and their three young kids.

Cady North founded her firm, North Financial Advisors, in the fall of 2015. She works with women in their 30s and 40s who want to start businesses one day. Her practice is bi-coastal with offices in Washington, DC and San Diego, CA. Cady is a sought-after public speaker for community groups and her work has recently been featured in Forbes, Bustle and The Washington Post. She has an M.B.A. from Georgetown University and B.A. from the University of Texas. Prior to starting North Financial, she was a senior financial analyst and advisor for Bloomberg LP, where she advised high-profile clients in government and business on financial regulatory issues through print, radio, and TV.

A CFP® practitioner since 2003, Justin Waller has lead teams of up to 8, but he now runs a lifestyle practice working an average of 20 hours per week. Justin works with a virtual client service coordinator and a virtual paraplanner.

Husband, father, business owner. Lover of the outdoors, travel, and quality time over coffee. Kyle Mast founded Clarity Financial, LLC in 2012 to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients' lives as possible. Having been in the industry since 2009, and having worked with individuals, families, businesses, schools, churches, and endowments, Kyle emphasizes the importance of a long-term planning relationship with his clients as he believe this gives them the best possible chance of achieving their financial goals.

Michelle Smalenburger shares her enthusiasm for successful financial futures with all clients. She earned her undergraduate degree in Financial Planning from Kansas State University. She enjoys educating others about personal finance through her volunteer involvement with Junior Achievement in the classroom. Selected as a member of the 2016 Investment News class of 40 Under 40, she has also been mentioned in publications such as The Wall Street Journal and Financial Advisor IQ. Outside of work, you can find Michelle spending time with her family — enjoying the outdoors, woodworking, gardening, crafting, and watching or playing sports like tennis, golf, volleyball and basketball.

Sara Stanich is a Certified Financial Planner practitioner, Certified Divorce Financial Analyst, and founder of The Stanich Group, a fee-only registered investment adviser. Her firm provides financial planning advice and investment management to corporate executives, as well as consulting services regarding the financial issues of divorce. Sara has 10 years of experience working in the financial industry, which followed 12 years in marketing roles and an MBA from New York University. She is a frequent source for the financial press and a member of the Family & Divorce Mediation Council of Greater NY. Sara lives in Brooklyn Heights with her husband, 10-year-old son and toddler twins.

Scott Snider is the founder of Mellen Money Management, a fee-only financial planning firm that focuses on helping clients quantify and understand the financial impact of major life events, such as a career change or starting a business. More specifically, Scott specializes in assisting young professionals and families with navigating the confusing maze of college tuition and student loans. It is Scott's mission to ensure that his clients conquer the stress of paying for college with a proactive plan. Scott believes that simply paying or financing a college education cannot be solved in a vacuum; financial trade-offs, like saving for retirement, must be prioritized with other high priority goals competing for your money.

Daniel Wrenne values his faith in Christ and his family above all. He is an active member of Centenary United Methodist and enjoys spending time with his wife Alison and their two sons, Noah & Henry. It should also be noted that he has a hot sauce obsession which has resulted in a pretty serious collection… you might be surprised at how often Daniel uses hot sauce on his food. As a graduate of the University of Florida in 2005, Daniel began his financial advising career at a large insurance firm primarily selling disability and life insurance to young physicians. In 2014, he decided to cut out all the conflicts of interest and truly focus on advising which meant leaving the insurance firm. At that time, he created Wrenne Financial Planning as a means of providing young physicians maximum transparency, minimum conflicts, and best-interest advice. Ultimately, he wants to live a life worth imitating and help others do the same.

David Rae, Certified Financial Planner®, Accredited Investment Fiduciary® and Wealth Manager of DRM Wealth Management, positions his clients for prosperity. He specializes in planning for friends of the LGBT community. Being himself has helped David stand out from the crowd and attract a diverse set of clients from across the country. Life in finance: Financial planning has proven an excellent fit for fully engages David’s considerable math, social and communication skills. He began at Trilogy Financial in 2003 as a Financial Advisor and hit the ground running. In 2017 he launched his own RIA- DRM Wealth Management. Media matters: David has been seen, quoted and published in many national publications including Nightline, CBS News, Fox News, ABC News, KTLA News, MSN Money, Time Magazine, Men’s Health, NBC News, The Today Show to name a few. Personal life: David has completed the 545-mile Aids Lifecycle bicycle ride from San Francisco to Los Angeles for seven years in a row becoming not only a top fundraiser personally but heading a team that raised over a million dollars for the organization. A longtime and enthusiastic resident of West Hollywood, he lives with his husband Ryne Meadors and their two chihuahuas.

Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Saint Charles, Missouri who guides faith-filled families nationally towards great financial decisions. As the owner of WorthyNest, Deb empowers families to build long-term wealth. She is a professional contributor to Kiplinger and Investopedia. Deb graduated from Saint Louis University and began her career in public accounting at big 4 firm Deloitte. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb served families of significant wealth for seven years at a multi-family office. Outside of the office, you may find Deb reading, singing, or spending quality time with her husband and three boys.

Dan Andrews started Well-Rounded Success as a creative outlet in April, 2014 and then transitioned this brand into a Financial Planning firm in January, 2016. Dan's flagship services help New Adults with month-by-month coaching in Financial Literacy and Personal Growth. Dan's main goals are to help his clients define their own paths, handle their responsibilities, and to give back while on their journeys. Dan practices what he preaches by donating 2% of the company's top-line revenue to a nonprofit as voted by his clients. Giving back to the profession is important to Dan where he serves as the Public Relations Chair for the Colorado Financial Planning Association and also serves on the XY Planning Network Diversity Committee.

Eric Roberge, CFP®, is the founder of Beyond Your Hammock, a virtual financial planning firm that helps professionals in their 30s and 40s make mindful decisions with their money and strategically use their incomes to achieve financial freedom. Eric is one of Investopedia’s Top 100 Most Influential Financial Advisors and Financial Advisor Magazine said he is one of the top 10 Young Advisors to Watch. He’s also a member of InvestmentNews’ exclusive 40 Under 40 class of 2016 and one of Wealth Management Magazine’s top 10 CFPs under 36. Eric writes for Forbes, Kiplinger, and MONEY Magazine and has shared his innovative financial planning and money management techniques in the Wall Street Journal, CNBC and the Boston Globe.

Grant Bledsoe is the founder & president of Three Oaks Capital Management. Grant began his career in the financial services industry in 2007 as a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Gran held positions at both Smith Barney and American Express (now Ameriprise Financial).Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also both a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.

Joe Matelich is a fee-only advisor and solopreneur at Physician Advising LLC, where he provides physician-specific financial advice at a fair price. After work, Joe is typically found in the kitchen trying to match the timing of a hot meal to his wife's variable residency schedule. Since Joe is a big fan of cooking, Joe's work as a financial advisor is kind of like going to a highly recommended restaurant because the chef uses fresh ingredients and eats his own cooking. In financial planning and investment management, Joe's recommendations mirror his family's actions.

Kaya Ladejobi is the founder of Earn into Wealth Strategies; a boutique, fee-only financial advisory firm for busy, high-income professionals in their 20’s, 30’s, and 40’s.

Kaya began her financial services career in 2006 and worked at top wealth management firms catering to high-net worth clients. After nearly a decade of working and observing the financial struggles of her peers, Kaya ultimately concluded; “Young high-income professionals who aren’t rich yet also deserve access to sound, unbiased, and affordable financial advice.” In late 2015, Kaya founded Earn Into Wealth Strategies to do just that.

Meg Bartelt, CFP®, MS founded Flow Financial Planning, LLC, a virtual, fee-only financial planning practice, to help women in tech cultivate financial and professional strength. With company stock, high incomes, complicated taxes, and a lot of ideas about a good life, personal finance can easily overwhelm even the smartest, most organized woman. Meg helps her clients create a strategy that reflects their values and goals, cultivate professional connections, and feel confident that they're making the most of their opportunities. The years before Flow featured a career as a technical writer in the Bay Area, one marriage, two kids,two cross-country moves, and work in two fee-only RIAs. She and her family now live and wear fleece in Bellingham, WA.

Before becoming a financial planner, Ryan Frailich worked as a teacher and as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about employees financial lives, and that’s where he got interested in finding ways to help educators and other everyday people gain financial clarity. That experience led Ryan to earning a certificate in financial planning from L.S.U., and starting Deliberate Finances. When he's not working, he's usually making faces at his son, running or biking around New Orleans, or watching way too many hours of tragic Minnesota sports teams.

Shannon Webb has built a practice serving over 160 families in Orange County, California. He started his 13-year career at larger firms like Wells Fargo and Merrill Lynch before breaking away to an independent broker dealer in 2013. Shannon joined XYPN in late 2017 and transitioned his clients again in 2018 to his RIA, Webb Financial Group. Shannon was fortunate to be selected to be a part of the Dave Ramsey SmartVestor Pro program 5 years ago, through he which regularly receives 25 new referrals a month. Since Shannon does not have a staff, he has worked to define an efficient process to convert prospects and service existing clients.

Steven Fox is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego serving young professionals nationwide. He will be teaching and showing practical information in the session: "Consistently Crush Financial Planning: How To Build a Repeatable Process"

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ who specializes in working with couples where one person is a business owner and the other works a 9 to 5 job. He is President of Jason Howell Company, an independent, fiduciary, wealth management firm.
Jason is also an adjunct instructor of personal finance at American University’s Kogod School of Business and is President of George Mason’s School of Business Alumni Chapter.
He is a former United States Congressional candidate and has been featured as both an independent political strategist and an established financial expert on ABC’s News Channel 8, US News & World Report, Yahoo Finance, Readers Digest, Nasdaq.com and the New York Times.
Jason shares his home with a beautiful and patient wife, two daughters and 1990’s era modern rock.