A Lineup You Wonā€™t Want to Miss

Whether youā€™re seeking inspiration, education, community or even a few laughs, the Excell 2023 lineup is sure to deliver. Weā€™ll 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
headshot image of Marissa Shandell
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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
headshot of Ron Carson
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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