A Lineup You Wonāt Want to Miss
Whether youāre seeking inspiration, education, community or even a few laughs, the Excell 2023 lineup is sure to deliver. Weāll announce our full speaker roster soon, with a mix of industry powerhouse presenters and external names who are sure to leave you motivated.
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Anousheh Ansari
Astronaut and Entrepreneur
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Lucas Miller & Dr. Sahar Yousef
Human Performance Researcher & Cognitive Neuroscientist
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Marissa Shandell
Future of Work & Organizational Behavior Expert
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Mona Vernon
Head of Fidelity Labs
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Shaun White
Olympic Gold Medal Winning Snowboarding Champion
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Jimmy Yeary
Grammy Award Winning Singer
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Ron Carson
Founder and CEO, Carson Group
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Julie Pine
Chief Legal Officer, Carson Group
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Burt White
Managing Partner and Chief Strategy Officer, Carson Group
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Paul West
Managing Partner, Carson Wealth
Breakout Speakers
Jen Abboud-Smith
Senior Vice President, Client Acquisition, Carson Group
Dan Adams
Partner, Wealth Advisor, Latitude Wealth Management
Mendy Adams
Senior Wealth Planner, Carson Wealth
Janet Anderson
Senior Vice President, Corporate and Retail Operations, Carson Group
Cliff Asness
Managing and Founding Principal, AQR Capital Management
Bonnie Bailey
Vice President, Business Development & Wealth Advisor, Carson Wealth
Alecia Barnette
SVP, Care Planning Division, FIG
Michael Belluomini
Vice President, Mergers & Acquisitions, Carson Group
Jorrell Bland
Associate Wealth Advisor, Mitlin Financial
Ty Bongiovanni
Senior Vice President, Wealth Advisor, Nesso Group
Minna Burns
Senior Vice President, Consumer Marketing, Carson Group
Jamie Carroll
Managing Partner and Wealth Advisor, Carson Wealth
Dr. Preston Cherry
Founder and President, Concurrent Financial Planning
Scott Conroy
Managing Partner, Business Consulting, Training, & Service, Carson Group
Amy Constable
Senior Training Implementation Specialist, Carson Group
Laura Delaney
VP, Practice Management & Consulting, Fidelity
Ryan Detrick
Chief Market Strategist, Carson Group
Grant Engelbart
Vice President, Investment Strategist, Carson Group
Nick Engelbart
Managing Partner, Mergers, Acquisitions & Strategy, Carson Group
Kimberly Flynn
Director, Wealth Planning, Carson Group
Kim Gieseler
Co-Founder & Senior Wealth Advisor, Valorem Financial
Dr. Barry Gilbert
Vice President, Asset Allocation Strategist, Carson Group
Michael Gold
Founder and CEO, Wealth Advisor, Gold Family Wealth
Jessica Golson
Senior Vice President, Investments and Trading, Carson Group
Alejandra Grindal
Chief Economist, Ned Davis Research
Jessica Harrington
Executive Business Coach, Carson Coaching
Gerry Herbison
Executive Business Coach, Carson Coaching
Devin Jamshidi
Senior Training Consultant, Carson Group
Doug Johnson
Managing Director, DeVoe & Company
Shanna Kehoe
Partner, Senior Wealth Advisor, Carson Wealth
Matt Kory
Vice President, Retirement Programs, Carson Group
Daniel Leal
Wealth Advisor, Carson Wealth
Matt Lewis
Vice President, Insurance, Carson Group
Alana Macy
Wealth Advisor, Bloom Wealth Advisors
Mark McCallum
Managing Director, Partner & Wealth Advisor, Carson Wealth
Dan McDonald
SVP, Head of Institutional & RIA Insurance Solutions, FIG
Neal McGrath
Managing Director, Partner and Wealth Advisor, Carson Wealth
Deirdre Van Nest
Founder, Crazy Good TalksĀ®
Lindsay Odvody
Vice President, Total Rewards & Talent Operations, Carson Group
Greg Opitz
Executive Business Coach, Carson Coaching
J.J. Peller
Executive Business Coach, Carson Coaching
Ammone Phimvongsa
Training Consultant, Carson Group
Michael Rose
Executive Business Coach, Carson Coaching
Steve Rose
Wealth Advisor, Founder, Art of Wealth Management
Jeremy Schwartz
Global Chief Investment Officer, WisdomTree
Teri Shepherd
President, Carson Group
Patrick Sittner
Director, Portfolio Strategy, Carson Group
Larry Sprung
Founder & Wealth Advisor, Mitlin Financial
Steve Synowicki
Director, Training, Carson Group
Kate Terhaar
Marketing Manager, Carson Group
Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement
Mike Valenti
Director, Tax Planning, Carson Group
Sonu Varghese
Vice President, Global Macro Strategist, Carson Group
Shane Weaver
Director, Operations, Carson Group
Mike Wieger
Director, Mergers & Acquisitions, Carson Group
Jackie Wilke
Vice President, Advisor Consultant, First Trust
Erin Wood
Senior Vice President, Financial Planning and Advanced Solutions, Carson Group
Matt Woodford
President, Independent Property and Casualty Group
Pete Zielinski
Senior Training Consultant, Carson Group