2025 Presenters

Larry R. Blades

Larry R. Blades

Oakwood Summit
Rio Rancho, NM

Private AEP® Luncheon Speaker: Jedidiah Collins, CFP®

Private AEP® Luncheon Speaker: Jedidiah Collins, CFP®

Former NFL Fullback, Author & Behavioral Coach

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)

J. Crain Consulting
The Villages, FL

Russell DeLibero, PHD, CFP®, ChFC®, CLU®

Russell DeLibero, PHD, CFP®, ChFC®, CLU®

Goldman Sachs
Atlanta, GA

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Georgia State University College of Law
Atlanta, GA

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®, BFA

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®, BFA

3G Financial
West, MI

Sandra D. Glazier, JD, AEP® (Distinguished) Nominee

Sandra D. Glazier, JD, AEP® (Distinguished) Nominee

Sandra D. Glazier, P.C.
Troy, MI

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Jerome M. Hesch, Esq.
Aventura, FL

Michelle Hirsch, CAPI

Michelle Hirsch, CAPI

Brunswick Private Client
Cleveland, OH

Robert S. Keebler, CPA/PFS, MST, CGMA®, AEP® (Distinguished)

Robert S. Keebler, CPA/PFS, MST, CGMA®, AEP® (Distinguished)

Keebler & Associates, LLP
Green Bay, WI

Private AEP® Reception Speaker: James Kirchick

Private AEP® Reception Speaker: James Kirchick

Journalist & The New York Times-Bestselling Author

Amanda Koplin, LPC

Amanda Koplin, LPC

Koplin Consulting
San Antonio, TX

Roberta Kramer

Roberta Kramer

Heritage Auctions
Chicago, IL

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)

Littman Krooks LLP
Rye Brook, NY

Amy C. O’Hara, JD, CELA

Amy C. O’Hara, JD, CELA

Littman Krooks LLP
Rye Brook, NY

Brian E. Raftery, JD, CPA

Brian E. Raftery, JD, CPA

Dentons US LLP
New York, NY

Nancy B. Rapoport, JD

Nancy B. Rapoport, JD

William S. Boyd School of Law, UNLV
Las Vegas, NV

Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

Wilmington, DE

Thomas A. Tietz, JD

Thomas A. Tietz, JD

Martin M. Shenkman, P.C.
Fort Lee, NJ