--- title: Speakers - Scottsdale | Investment & Wealth Experience description: View the speaker lineup for Experience 2026 in Scottsdale, AZ. --- [![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en) - [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale) - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda) - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates) - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers) - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue) - [Partners](https://experience.investmentsandwealth.org/partners) - [Register](https://experience.investmentsandwealth.org/scottsdale-register) - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs) - [Partner with Us](https://experience.investmentsandwealth.org/partnership) [![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en) - [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale) - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda) - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates) - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers) - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue) - [Partners](https://experience.investmentsandwealth.org/partners) - [Register](https://experience.investmentsandwealth.org/scottsdale-register) - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs) - [Partner with Us](https://experience.investmentsandwealth.org/partnership) [Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) [Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) # See Who’s Speaking ### Scottsdale, 2026 ### Mark Anson ![Mark Anson - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Mark%20Anson%20-%20clr.png?width=745&height=754&name=Mark%20Anson%20-%20clr.png) Chief Executive Officer, Commonfund ### Jeff Bush ![Jeff Bush - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Jeff%20Bush%20-%20clr.png?width=745&height=754&name=Jeff%20Bush%20-%20clr.png) Principal of The Washington Update; Authority on Nonpartisan Politics, Tax and Legal Policy, Finance and Economy, The Washington Update ### Emily Chang ![Emily Chang - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Emily%20Chang%20-%20clr.png?width=600&height=607&name=Emily%20Chang%20-%20clr.png) Bestselling Author, Journalist, and Tech Industry Expert ### Corey Ciocchetti ![Corey Ciocchetti - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Corey%20Ciocchetti%20-%20clr.png?width=1024&height=1024&name=Corey%20Ciocchetti%20-%20clr.png) Associate Professor of Business Ethics and Legal Studies, Daniels College of Business, University of Denver ### Carl Richards ![carl-richards-hs-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/carl-richards-hs-clr.png?width=600&height=541&name=carl-richards-hs-clr.png) Creator of the "Sketch Guy" Column, The New York Times ### Jeffrey Sherman ![Jeff Sherman - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Jeff%20Sherman%20-%20clr.png?width=754&height=754&name=Jeff%20Sherman%20-%20clr.png) Deputy Chief Investment Officer, DoubleLine ### Libet Anderson ![Libet Anderson - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Libet%20Anderson%20-%20clr.png?width=745&height=754&name=Libet%20Anderson%20-%20clr.png) Community Engagement Leader, Cetera Wealth Partners ### Dana Anspach ![Dana Anspach - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Dana%20Anspach%20-%20clr.png?width=745&height=754&name=Dana%20Anspach%20-%20clr.png) Founder and Chief Executive Officer, Sensible Money ### Alex Atanasiu ![Alex Antansiu - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Alex%20Antansiu%20-%20clr.png?width=745&height=754&name=Alex%20Antansiu%20-%20clr.png) Portfolio Manager – Disciplined Equity, Glenmede Investment Management ### Wayne Badorf ![Wayne Badorf - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Wayne%20Badorf%20-%20clr.png?width=745&height=754&name=Wayne%20Badorf%20-%20clr.png) Managing Director, Consulting Strategy and Execution, Invesco Global Consulting ### Andrew Beer ![Andrew Beer - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Andrew%20Beer%20-%20clr.png?width=745&height=754&name=Andrew%20Beer%20-%20clr.png) Founder and Managing Member, DBi ### Ilias Benjelloun ![Ilias Benjelloun - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Ilias%20Benjelloun%20-%20clr.png?width=754&height=754&name=Ilias%20Benjelloun%20-%20clr.png) Senior Vice President, Portfolio Strategy Team, Macquarie Asset Management ### Siobhan Broadbery ![siobhan-broadbery-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/siobhan-broadbery-clr.png?width=600&height=539&name=siobhan-broadbery-clr.png) Public Private Solutions Sales Specialist, Capital Group ### Jeff Brozek ![Jeff Brozek - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Jeff%20Brozek%20-%20clr.png?width=745&height=754&name=Jeff%20Brozek%20-%20clr.png) Senior Vice President – Hedge Fund Research, iCapital ### Matt Cole ![Matt Cole - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Matt%20Cole%20-%20clr.png?width=745&height=754&name=Matt%20Cole%20-%20clr.png) Chairman and Chief Executive Officer, Strive ### Steve DeAngelis ![Steve DeAngelis - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Steve%20DeAngelis%20-%20clr.png?width=745&height=754&name=Steve%20DeAngelis%20-%20clr.png) Chief Revenue Officer, Investments & Wealth Institute ### Sara Dorosti ![sara-dorosti-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/sara-dorosti-clr.png?width=600&height=539&name=sara-dorosti-clr.png) Estate Planning Attorney and Wealth Strategist, Merrill Lynch ### Joe Dowd ![Joe Dowd - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Joe%20Dowd%20-%20clr.png?width=745&height=754&name=Joe%20Dowd%20-%20clr.png) Investment Director, Capital Group ### Brian Dunhill ![Brian Dunhill - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Brian%20Dunhill%20-%20clr.png?width=745&height=754&name=Brian%20Dunhill%20-%20clr.png) Portfolio Manager, Dunhill Financial ### Brian Elliott ![Brian Elliott - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Brian%20Elliott%20-%20clr.png?width=745&height=755&name=Brian%20Elliott%20-%20clr.png) Senior Vice President, Director of Institutional Division, Genter Capital Management ### David Finley ![David Finley - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/David%20Finley%20-%20clr.png?width=745&height=754&name=David%20Finley%20-%20clr.png) Senior Strategy Consultant, AlphaScale ### Matt Goren ![Matt Goren - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Matt%20Goren%20-%20clr.png?width=745&height=754&name=Matt%20Goren%20-%20clr.png) Director of Curriculum, Global Financial Planning Institute ### Brandon Hass ![Brandon Hass - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Brandon%20Hass%20-%20clr.png?width=745&height=755&name=Brandon%20Hass%20-%20clr.png) Global Head of Client Solutions Group, Direct Indexing and Model Portfolios, S&P Dow Jones Indices ### Kurt Heinen ![kurt-heinen-1-1](https://experience.investmentsandwealth.org/hs-fs/hubfs/kurt-heinen-1-1.png?width=478&height=421&name=kurt-heinen-1-1.png) Regional Vice President, Private Placement Solutions, Prudential Individual Life Insurance ### Seth Jefferies ![Seth Jeffries - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Seth%20Jeffries%20-%20clr.png?width=745&height=754&name=Seth%20Jeffries%20-%20clr.png) Director, TIAA ### Chris Jenkins ![chris-jenkins-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/chris-jenkins-clr.png?width=600&height=540&name=chris-jenkins-clr.png) Private Wealth Business Development Manager, Capital Group Private Client Services ### Mehdi Kadiri ![Mehdi El Kadiri - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Mehdi%20El%20Kadiri%20-%20clr.png?width=745&height=754&name=Mehdi%20El%20Kadiri%20-%20clr.png) President, Global Citizen Solutions ### Melissa Kemp ![melissa-kemp-hs](https://experience.investmentsandwealth.org/hs-fs/hubfs/melissa-kemp-hs.png?width=600&height=541&name=melissa-kemp-hs.png) Chief Executive Officer, FPA Arizona ### Craig Kirkpatrick ![Craig Kirkpatrick - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Craig%20Kirkpatrick%20-%20clr.png?width=745&height=754&name=Craig%20Kirkpatrick%20-%20clr.png) Co-Founder, Optimal Advisor AI ### Mike Kurz ![mike-kurz-hs-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/mike-kurz-hs-clr.png?width=600&height=540&name=mike-kurz-hs-clr.png) Managing Director of Certification Programs, Investments & Wealth Institute ### Phong Le ![Phong Le - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Phong%20Le%20-%20clr.png?width=745&height=754&name=Phong%20Le%20-%20clr.png) President and Chief Executive Officer, Strategy ### Mathew Libordi ![mathew-libordi-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/mathew-libordi-clr.png?width=600&height=540&name=mathew-libordi-clr.png) Director, CVC Funding, LLC ### Michael Liersch ![Michael Liersch - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Michael%20Liersch%20-%20clr.png?width=754&height=754&name=Michael%20Liersch%20-%20clr.png) Chief Planning Officer, Edelman Financial Engines ### John McNertney ![John McNertney - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/John%20McNertney%20-%20clr.png?width=745&height=754&name=John%20McNertney%20-%20clr.png) Founder and Chief Executive Officer, Green Ocean Global Advisors ### Ed McQuarrie ![Ed McQuarrie - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Ed%20McQuarrie%20-%20clr.png?width=600&height=600&name=Ed%20McQuarrie%20-%20clr.png) Professor Emeritus, Santa Clara University ### Sarah Mouser ![sarah-mouser-1](https://experience.investmentsandwealth.org/hs-fs/hubfs/sarah-mouser-1.png?width=454&height=386&name=sarah-mouser-1.png) Executive Vice President of Financial Planning, Merit Financial Advisors ### Will Mucci ![Will Mucci - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Will%20Mucci%20-%20clr.png?width=745&height=754&name=Will%20Mucci%20-%20clr.png) Deputy Chief Investment Officer, CapShift ### Roger Mussa ![Roger Mussa - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Roger%20Mussa%20-%20clr.png?width=745&height=755&name=Roger%20Mussa%20-%20clr.png) Managing Partner, Mussa-Weiner Wealth Management at Merrill Lynch ### Cindy Nagel ![cindy-nagel-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/cindy-nagel-clr.png?width=600&height=540&name=cindy-nagel-clr.png) Founder, HolistiPractice ### John Nersesian ![john-nersesian-hs](https://experience.investmentsandwealth.org/hs-fs/hubfs/john-nersesian-hs.png?width=600&height=541&name=john-nersesian-hs.png) Founder, Nersesian Wealth Education LLC ### Alison Ngai ![Alison Ngai - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Alison%20Ngai%20-%20clr.png?width=745&height=754&name=Alison%20Ngai%20-%20clr.png) Philanthropic Financial Planner and Global Family Legacy Advisor, Philanthropy Financial Planning ### Chris O'Neill ![Chris ONeill - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Chris%20ONeill%20-%20clr.png?width=750&height=750&name=Chris%20ONeill%20-%20clr.png) Senior Managing Director, Wealth Management Division, TIAA Wealth Management ### Noel Pacarro Brown ![Noel Pacarro Brown - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Noel%20Pacarro%20Brown%20-%20clr.png?width=745&height=754&name=Noel%20Pacarro%20Brown%20-%20clr.png) Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Director, The Conscious Wealth Management Group at Morgan Stanley ### João Pacheco Gonçalves ![Joao Pacheco Gonçalves - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Joao%20Pacheco%20Gon%C3%A7alves%20-%20clr.png?width=745&height=754&name=Joao%20Pacheco%20Gon%C3%A7alves%20-%20clr.png) Head of Institutional Client Relations, Global Citizen Solutions ### Ben Phillips ![Ben Phillips - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Ben%20Phillips%20-%20clr.png?width=745&height=754&name=Ben%20Phillips%20-%20clr.png) Senior Vice President, Head of Alternative Sales, PIMCO ### Bob Powell ![robert-powell-clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/robert-powell-clr.png?width=600&height=539&name=robert-powell-clr.png) Editor-in-Chief, Retirement Management Journal ### David Powers ![david-powers](https://experience.investmentsandwealth.org/hs-fs/hubfs/david-powers.png?width=300&height=300&name=david-powers.png) Lead Portfolio Manager, Wasatch Global Investors ### Ross Riskin ![ross-riskin-hs](https://experience.investmentsandwealth.org/hs-fs/hubfs/ross-riskin-hs.png?width=600&height=540&name=ross-riskin-hs.png) Chief Creative Officer, visiWealth ### Terry Ritchie ![Terry Ritchie - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Terry%20Ritchie%20-%20clr.png?width=745&height=754&name=Terry%20Ritchie%20-%20clr.png) Senior Director, Private Wealth Manager, Cardinal Point Wealth Management ### Susann Rohwedder ![Susann Rohwedder - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Susann%20Rohwedder%20-%20clr.png?width=745&height=755&name=Susann%20Rohwedder%20-%20clr.png) Senior Economist, Professor of Policy Analysis, RAND ### Paul Schroeder ![Paul Schroeder - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Paul%20Schroeder%20-%20clr.png?width=745&height=754&name=Paul%20Schroeder%20-%20clr.png) Director, Factor and QQQ Equity Product Strategy, Invesco ### Eric Sheikowitz ![Eric Sheikowitz - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Eric%20Sheikowitz%20-%20clr.png?width=745&height=754&name=Eric%20Sheikowitz%20-%20clr.png) Founder and Senior Managing Partner, AlphaScale ### Corey Silva ![Corey Silva - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Corey%20Silva%20-%20clr.png?width=745&height=754&name=Corey%20Silva%20-%20clr.png) Managing Director, U.S. Wealth, Clarity ### Kyle Simpson ![Kyle Simpson - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Kyle%20Simpson%20-%20clr.png?width=745&height=755&name=Kyle%20Simpson%20-%20clr.png) Chief Executive Officer, Contour ### Josh Snyder ![Josh Snyder - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Josh%20Snyder%20-%20clr.png?width=745&height=754&name=Josh%20Snyder%20-%20clr.png) Global Investment Strategist, GQG Partners ### Tim Steffen ![tim-steffen-hs](https://experience.investmentsandwealth.org/hs-fs/hubfs/tim-steffen-hs.png?width=600&height=540&name=tim-steffen-hs.png) Director of Advanced Planning, Private Wealth Management, Baird ### Leslie Tabor ![Leslie Tabor - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Leslie%20Tabor%20-%20clr.png?width=745&height=754&name=Leslie%20Tabor%20-%20clr.png) Director – Advisor Services Business Consulting & Education, Charles Schwab ### Benjamin Taylor ![Benjamin Taylor - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Benjamin%20Taylor%20-%20clr.png?width=754&height=754&name=Benjamin%20Taylor%20-%20clr.png) Managing Director, Macquarie Asset Management ### Jamie Vrijhof ![Jamie Vrijhof - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Jamie%20Vrijhof%20-%20clr.png?width=745&height=754&name=Jamie%20Vrijhof%20-%20clr.png) Managing Partner, WHVP ### Hannah Walden ![Hannah Walden - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Hannah%20Walden%20-%20clr.png?width=745&height=754&name=Hannah%20Walden%20-%20clr.png) Director of Education Operations, Investments & Wealth Institute ### Sean Walters ![Sean Walters - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Sean%20Walters%20-%20clr.png?width=745&height=754&name=Sean%20Walters%20-%20clr.png) Chief Executive Officer, Investments & Wealth Institute ### Janelle Ward ![Janelle Ward - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Janelle%20Ward%20-%20clr.png?width=754&height=754&name=Janelle%20Ward%20-%20clr.png) Director, Business Consulting & Education, Schwab Advisor Services ### David York ![david-york-hs](https://experience.investmentsandwealth.org/hs-fs/hubfs/david-york-hs.png?width=600&height=541&name=david-york-hs.png) Managing Partner, York Howell ### Dien Yuen ![Dien Yuen - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Dien%20Yuen%20-%20clr.png?width=745&height=754&name=Dien%20Yuen%20-%20clr.png) Chief Executive Officer & Founder, Daylight ### Tom Zachystal ![Tom Zachystal - clr](https://experience.investmentsandwealth.org/hs-fs/hubfs/Tom%20Zachystal%20-%20clr.png?width=745&height=754&name=Tom%20Zachystal%20-%20clr.png) President, International Asset Management ## Reserve Your Seat Join 400+ attendees from all business channels. 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