2026 Conference Speakers
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2026 Conference Speakers |
Ben Hunt, PhD.
Co-Founder, Perscient
Dr. Hunt has researched narrative and unstructured data for more than 30 years, from his doctoral research at Harvard University (Ph.D., 1991) through a ten-year career as a tenured professor of political science and the subsequent co-founding of two technology companies built on his research. Hunt began his investment career in 2003 in venture capital and subsequently served as Portfolio Manager for long short equity hedge funds at Iridian Asset Management (2006-2011) and TIG Advisors (2012- 2013), where he was responsible for all elements of fund strategy and operations. In 2013, Hunt launched Epsilon Theory, a newsletter and website read by more than 100,000 professional investors and allocators for its fresh perspective and novel application of narrative and game theory to market dynamics. Dr. Hunt most recently worked with Rusty Guinn at Salient Partners as Chief Risk Officer and Chief Strategist before the two co-founded Second Foundation Partners in 2018.
Jeremy Radcliffe
Chief Product Officer, Perscient
Jeremy has nearly three decades of experience as an entrepreneur, executive, investor, and business leader of client-first businesses. Today he serves as the Chief Product Officer for Perscient and is also focused on business development, marketing, and client relationship management. Prior to re-joining Ben and Rusty at Perscient in 2025, he worked with both of them at the asset and wealth management firm he co-founded in Houston in 2012, Salient Partners. In between Salient and Perscient, he co-founded and led Valedor Partners, a private investment firm that worked on behalf of individuals and institutions in private equity and venture capital. Jeremy graduated magna cum laude from Princeton with a degree in Classics, and enjoys reading, traveling with his wife and children, playing sandlot baseball and his guitar, and watching sports.
Amy N. Mullen, CFP®
President, Money Quotient®
Amy Mullen, CFP®, is President of Money Quotient and a respected speaker, trainer, and consultant with over two decades of experience in values-based financial life planning. She presents nationally on client-centered communication, the psychology of money, and behavioral change, equipping financial professionals with tools to foster deeper client relationships. Amy also provides customized training and consulting to help firms integrate Money Quotient’s methodology, enhancing both the client experience and planning outcomes through a structured, values-driven approach. She brings a deep passion for elevating the financial planning profession by aligning technical expertise with human connection.
Tom Gorczynski, EA, USTCP
Founder, The Gorczynski Group
Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is the author of the Tom Talks Taxes online newsletter, co-founder of the InCite tax community, and co-owner of Compass Tax Educators.
Tom has a weekly mastermind group, the Inner Circle with Tom, where he works with tax practitioners to solve challenging client issues, build profitable tax practices, and reclaim personal time (even during tax season!).
He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice Institute Fellow, and admitted to the bar of the United States Tax Court as a non-attorney.
Tom earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He received the 2019 Excellence in Education Award from the National Association of Enrolled Agents and the 2018 Member of the Year Award from the American Institute of Certified Tax Planners.
His tax practice in Tempe, Arizona focuses on tax controversy representation and advanced tax planning strategies.
For more information on Tom, visit his website at www.tomg.tax
Kacie Jason
Dimensional Fund Advisors
Kacie Jason is a Regional Director and Vice President in Dimensional’s Global Client Group (GCG). Based in the Austin office, Kacie leads distribution and client engagement for Dimensional’s separately managed account (SMA) and unified managed account (UMA) offerings. She contributes to product development and distribution needs, using client feedback to inform decision-making. She also works across departments to execute on marketing and sales strategy.
Kacie was previously a Regional Director and Manager in Dimensional’s National Relationship Group (NRG), where she supported financial advisors with information on investments, messaging, and business strategy.
Kacie holds a degree in accounting from the University of Texas at Austin and is pursuing her MBA at University of Chicago Booth School of Business.
Christine D Moriarty, CFP®
Founder, MoneyPeace, Inc.
After retiring from a successful financial planning practice, Christine Moriarty continues her life’s work—helping people uncover and heal their emotional relationship with money. Known as the “cash counselor,” she blends deep financial expertise with personal insight to guide clients toward peace, purpose, and prosperity. A Certified Financial Planner with degrees in finance and entrepreneurship, Christine translates complex financial ideas into practical, human-centered conversations. As an international speaker and media guest, she inspires audiences worldwide to view money not as a burden, but as a tool for well-being, self-understanding, and creating a life of greater impact. Learn more at moneypeace.com.
Angie Pack, CFP®, CSLP®
Student Loan Advisor, Student Loan Planner
Angie Pack, CFP®, CSLP®, is a Financial Planner at SLP Wealth and a Student Loan Consultant with Student Loan Planner. She joined the team in 2023, bringing a unique blend of experience from nearly 14 years in education and a deep personal connection to financial planning.
Before entering the financial services industry, Angie served as a high school teacher and career advisor for both undergraduate and graduate students. Her passion for service is lifelong—she taught English in the Palestinian Territories, launched two nonprofit organizations, and has been actively involved with service initiatives throughout her adult life.
Angie discovered the FIRE (Financial Independence Retire Early) movement, where she binged financial podcasts and blogs to develop a financial strategy to tackle the debt. She felt empowered by what she learned and became passionate about equipping others with the same knowledge. She decided to change careers to become a fiduciary financial planner to help Gen X, Millennial, and Gen Z clients with the unprecedented financial issues affecting these generations, like student loan debt.
Student Loan Advisor, Student Loan Planner
Scotty McDonald, CFP®, CSLP®
Scotty McDonald is a Certified Student Loan Professional (CSLP®), holds a FINRA Series 65 license, and is a CERTIFIED FINANCIAL PLANNER®. Scotty has a great passion for helping others realize the peace of mind that financial clarity can provide. He has a deep empathy and curiosity for each individual’s circumstances derived from his wide range of life experiences as a small business owner (commercial photographer) and Environmental Scientist in the public sector. Scotty has firsthand student loan expertise from community colleges, private and public universities, and specializes in helping public servants achieve Public Service Student Loan Forgiveness.
When not helping folks with student loans achieve financial freedom, Scotty is very likely going on long trail runs near his home in Santa Cruz, California. He is also a financial planner at SLP Wealth.
Lazetta Rainey Braxton, MBA, CFP®
Founder & CEO, Lazetta & Associates
Lazetta Rainey Braxton, MBA, CFP®, is a nationally recognized Family Wealth Consultant, speaker, and wealth strategist who helps individuals, families, and organizations align their mission, mind, and money. Through her firm, The Real Wealth Coterie, she empowers clients to approach their finances with the same intentionality and coordination found in multi-generational family offices. A thought leader featured in CNBC, CNN Business, and WealthManagement.com, Lazetta blends her expertise in financial planning, leadership, and culture to guide professionals toward holistic, purpose-driven wealth practices.
Teresa Riccobuono
Owner, Simply Organized
After serving in the financial services industry for just a short period of time, Teresa realized there is a gap between what large companies want and expect of their advisors and what the advisors want out of their career.
In 2003, she decided to start her own company, Simply Organized. With insight in hand, she developed her signature program, Tapping Into Your Million Dollar Drawer. She shares her program with clients across the country on a one to one coaching basis, in group sessions or in a workshop setting.
After the 2008-2009 economic downturn, when advisors again felt comfortable hiring team members, Teresa added recruiting to her menu of services. Doing the recruiting herself allows advisors to remain focused on running their business while she handles the recruiting tasks behind the scenes. Over the years, she has developed a unique process for securing qualified candidates for her clients.
Teresa is a frequent contributor to one of the financial industry’s leading newsletters, Advisor Perspectives and an occasional contributor to Michael Kitces’ Nerd’s Eye View blog.
Teresa has also supported Habitat for Humanity (she was a member of the All Women Crew which raises funds, sponsors, and builds homes for low-income families), The Mt. Diablo Hospital Foundation, Tony La Russa’s Animal Rescue Foundation (ARF), STAND Against Domestic Violence (now known as STAND for Families Free of Violence), Bay Area Alliance for Youth and Family Services, Family Stress Center, Bay Area Crisis Nursery, and The American Cancer Society, among others.
For all of her charitable work, Teresa received honorable mention as a nominee for the American Express Great Citizen Award. Teresa is the past President and past Secretary of Diablo Toastmaster Club, as well as, the Public Relations Chair for the East Bay Chapter of the Financial Planning Association.
Chris Acker, CLU®, ChFC®
Owner/Broker, CB Acker Associates Insurance Services
Chris Acker, CLU®, ChFC® is native of Ogdensburg, New York, a small border town on the St. Lawrence River, 40 miles south of Ottawa, Ontario. He graduated from Williams College with a BA in history in 1985.
He then began his insurance career with The Manufacturers Life Insurance Company (now John Hancock) in the fall of that same year, where he was a brokerage representative, helping independent insurance agents and brokers place impaired risk and specialty insurance coverage. In 1989, he moved into retail insurance brokerage with the San Mateo-based Link-Allen Associates, where he assisted growing technology companies and their executives with their employee benefit plans and individual insurance needs.
In 1998, he opened his own office where he continues to specialize in helping individuals, families, and businesses with a wide variety of insurance issues, completely independent from any obligation to any specific insurance company.
He is a member of the National Association of Insurance and Financial Advisors, The Society of Financial Service Professionals, and The Financial Planning Association, where he is past president
He lives in Palo Alto with his wife, Carol, who is a fee-only financial planner and also a member of the Financial Planning Forum and FPA.
Josh Yager, Esq., CFP®
Managing Partner, Anodos Law
Josh Yager, Esq., CFP®, is a California attorney and Managing Partner of Anodos Law. With decades of experience, he is a recognized expert in fiduciary matters, frequent expert witness and statewide lecturer on trustee governance. Josh and his team help trustees and executors settle estates faster, at lower cost, and with less risk. He has been a member of the Bar since 2005 (#237692) and a CFP® since 1995 (#56308).