An amazing line-up of speakers awaits you at ACE 2020—The Exceptional Advisor Conference


Andy Bernstein

Founder & CEO

Resilience Academy

Author of The Myth of Stress

Danielle Booth

CEO & Chief Strategist

Quill Intelligence LLC

Susan Bradley, CFP®, CeFT


Sudden Money Institute

Cheri Brooks, CPA

Senior Vice President

Neuberger Berman Advisor Institute

Peter Conti-Brown, PhD

Assistant Professor

The Wharton School of the University of Pennsylvania

Eben Burr


Behavioral Investing Institute (BII)

Joseph F. Coughlin, PhD


Massachusetts Institute of Technology AgeLab

Alessio de Longis, CFA®

Senior Portfolio Manager


Dr. Mehir Desai

Mizuho Financial Group Professor of Finance and a Professor of Law

Harvard Law School

Gerald Du Manoir

Equity Portfolio Manager

Capital Group

Devin Ekberg, CFA®, CPWA®, CIMA® 

Chief Learning Officer & Managing Director of Professional Development

Investments & Wealth Institute

Dani Fava

Director of Innovation

TD Ameritrade Institutional

Elaine Floyd, CFP®

Director, Retirement and Life Planning

Horsesmouth LLC

Meredith Jones

Alternative Investment Consultant and Author

Susan E. Kay

Vice President and Director of Business Development

MFS Fund Distributors, Inc.

Doris Kearns Goodwin

Presidential Historian, Public Speaker and Pulitzer Prize-winning Author

Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Partner and the Director of Wealth Management

Pinnacle Advisory Group

Julie Littlechild



James Macey, CFA®, CAIA

Senior Investment Strategist

BNY Mellon Investment Management

Marcia Mantell, RMA®, NSSA®


Mantell Retirement Consulting, Inc.

Robert C. Merton, PhD

Professor of Finance

MIT Sloan School of Management

John Nersesian, CPWA®, CIMA®, CFP®, CIS

Head, Advisor Education, US Global Wealth Management


Marc Odo, CFA®, FRM®, CAIA®, CIPM®, CFP®
Client Portfolio Manager
Swan Global Investments

David B. Patchen

SVP, Education & Practice Management, Raymond James

Bob Rice

Managing Partner

Tangent Capital


David Richman

National Director

Eaton Vance Advisor Institute

Doug Sandler, CFA®

Global Strategist

Avi Sharon, PhD

Executive Vice President and Product Strategist


Jeremy Siegel, PhD

Professor of Finance

Wharton School of the University of Pennsylvania

Steve Siegel


The Siegel Group

Liz Ann Sonders

Chief Investment Strategist

Charles Schwab

Randy Swan

CEO and Lead Portfolio Manager

Swan Global Investments

Scott Thayer, CIMA®

Program Director

Investments & Wealth Institute

Gib Watson, III, CIMA®
Chief Investment Strategist, Swan Global Investments

Scott Welch, CIMA®

Chief Investment Officer


Catherine D. Wood

Founder, CEO & CIO

ARK Investment Management 

Liz Young, CFA®

Director of Market Strategy

BNY Mellon Investment Management



Note: Speakers are subject to change.

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for Exceptional Advisors