Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.

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American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning. With a passion for technology and a commitment to excellence, they empower businesses to thrive in the digital landscape.

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Robert Rolih is the international bestselling author of The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth, a book that has received glowing reviews from readers around the world. His mission is to reveal what the financial industry doesn’t want you to know about investing, helping people greatly improve their long-term investing gains and take control of their financial future.

Growing up in a remote village in Slovenia, a small country in the heart of Europe, Robert overcame humble beginnings to become a successful entrepreneur, working with renowned figures like Chet Holmes and Brian Tracy. However, after trusting financial advisers, brokers, and so-called "gurus," he lost most of his wealth. This painful experience led him to spend seven years investigating the hidden practices of the financial industry, uncovering eye-opening truths that most people never hear.

Today, Robert is a highly successful entrepreneur with a thriving investment portfolio that serves him—not the financial industry. As a sought-after speaker, he shares his expertise with audiences worldwide, helping people avoid costly mistakes and achieve financial freedom. His ability to break down complex financial concepts into simple, engaging lessons and make investing interesting and fun has become his trademark.

Robert was featured in more than 50 newspapers, websites and TV stations including CNBC, Yahoo Finance, Newsmax TV, Business Insider and has had the honor of sharing the stage with renowned figures such as Robert Kiyosaki, Gary Vaynerchuk, Brian Tracy, Jack Canfield, Daniel Priestley, and many others. His international bestseller The Million Dollar Decision has been translated into several languages, including Chinese Mandarin, and published in special editions in countries such as India, Taiwan, Bulgaria, and Thailand.

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Ryan Thacker

Founder and Investment Advisor Representative

Ryan’s primary focus is retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint™. Throughout his career, Ryan has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Ryan graduated with a bachelor’s degree in business management. He has passed the Series 65 securities exam and is licensed as an Investment Advisor Representative. He also holds his life and annuity insurance licenses.

He is co-host of “Retirement Solutions TV” on ABC 4 and Retirement Solutions Radio on KSL 1160 AM and KNRS 570 AM. Ryan also appears frequently as one of the local experts on ABC’s Good 4 Utah.

Ryan is co-author of three books and a contributor to FoxBusiness.com. He has appeared on Fox Business News, where he was recognized for his expertise in retirement income and wealth management. He has also been seen on CNN, MSNBC and NBC.

Tyson Thacker

Founder, Investment Advisor Representative

Tyson is focused on helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint™.

He graduated with a bachelor’s degree in business management. Throughout his career, he has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Tyson has passed the Series 65 securities exam and is licensed as an Investment Advisor Representative. He also holds his life and annuity insurance licenses.

He is co-host of “Retirement Solutions TV” on ABC 4 and Retirement Solutions Radio on KSL 1160 AM and KNRS 570 AM. Tyson also appears frequently as one of the local experts on ABC’s Good 4 Utah.

Tyson is co-author of three books and a contributor to FoxBusiness.com. He has appeared on Fox Business News, where he was recognized for his expertise in retirement income and wealth management. He has also been seen on CNN, MSNBC and NBC.

Visit them online at https://bossretirement.com/

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David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications.

David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming.

When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.

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Michael Battalini is a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC®

Retirement income planning for retirees and pre-retirees throughout the country is Michael’s focus.

His expertise in shielding client investments from stock market loss is a strategy that has become especially important in today’s volatile market and ever-changing economy.

Sound advice about a lifetime of income security with consideration paid to tax implications is what you can expect in working with Michael and the Pittsburgh Wealth Management Group.

www.pwmg1.com

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Todd Valles

Todd Valles has worked for several Fortune 500 companies in the financial services sector. He has been a Keynote Speaker/Presenter at hundreds of financial advisor conferences, events and meetings and has hosted numerous IRMAA webinars. He is approved to provide CE credits for state insurance, CPE, and CFP. His educational background is in Finance and Economics with a Juris Doctor concentrating in Tax and ERISA. Todd is also an active member of the Pennsylvania Bar Association. For more information

Visit: https://www.irmaacertifiedplanner.com/the-instructor/

To Book a speaking engagement, webinar or CE educational seminar, please contact Todd at [email protected]

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Meet Kari Ellis, Founder & CEO of WayPoint Consulting Partners.

With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space.

Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn.

Kari and her team work closely with advisors to create a personal road map of options clients might never have considered as she and her team integrate them into a vast industry network. Kari has cultivated partnerships with exceptional organizations nationwide, eager to match talented individuals.

She's here to facilitate and lead the transition for those seeking change. WayPoint Consulting Partners values a consultative approach, blending exceptional service and seasoned expertise in the career consulting space - actions that positively make a difference. 

"I am truly passionate about helping qualified financial advisors navigate the complex landscape and learn all about the various ways they can collaborate with myself (and my team) to ensure success. I enjoy being a conduit between amazing opportunities and talented professionals".

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Dr. Laurett Ellsworth Arenz, BFA, co-hosts HERO’S Talk Radio with her husband Dave. The program airs in 45 markets nationwide. As a certified Behavioral Financial Advisor, Laurett combines her BA in Psychology with sound retirement planning principles. 

She loves knowing that she can help her clients plan their future and make a difference in their lives. Laurett also trains financial advisors all over the country on how to explain and offer the strategies discussed on HERO’S Talk Radio. These Strategic Wealth Coaches form the Freedom Financial Network and teach listeners about the strategies discussed in Laurett’s book, The RAFT Strategy: Your Retirement Approach Free of Tax & Other Safe Investing Secrets.

Nicknamed “the Freedom Financial Angel,” Laurett has truly been an ‘angel’ to over 2000 clients who she has assisted with their retirement planning throughout the United States since 2005.  Laurett is hopeful the important message of securing assets through the programs she endorses will inspire Americans to take charge of their lives and prepare for the future. Laurett is the proud mother of seven and grandma of sixteen.

Husband and wife team David and Laurett Arenz have more than 30 years of experience in the financial services industry. They founded HERO’s Strategies Inc. with the intention of helping people retire with safer, smarter strategies than what conventional wisdom teaches us.

They wrote the book The RAFT Strategy, which explains a method for producing a stream of tax-free income throughout retirement and protecting your savings from market volatility. They also host the financial radio show HERO’S Talk Audio. If you would like to improve your retirement plan and learn about little-known savings strategies, they strongly encourage you to contact them today.

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Daniel A. Jack has cultivated a distinguished career in financial services spanning decades. His extensive professional background encompasses both private and public sector roles, demonstrating a comprehensive understanding of the financial landscape.

As the co-author of the acclaimed book "Swipe Right: Choosing Your Financial Match," Daniel's interview delves into the significant role our emotions play in financial decision-making, as highlighted in "Swipe Right." The book emphasizes how aligning with the right financial plan and partnering with a suitable financial coach can greatly improve one's chances of achieving financial success.

Beyond his writing, Daniel is a prominent keynote speaker in the financial services industry known for impactful, results-driven seminars. In particular, he enjoys working with financial advisors, by helping them to better guide their clients toward reaching their financial goals.

Learn how to assess your net worth, compare it wisely, and the secret ingredient of wealth building and various money strategies in this informative interview.

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