In her role as a Global Market Strategist, Stephanie provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the U.S. Stephanie’s research has focused on the U.S. economy and structural investment themes, such as artificial intelligence. She is a key contributor to the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. Stephanie is also a frequent guest on Bloomberg, Yahoo! Finance, and other financial news outlets and is often quoted in the financial press. Prior to this role, Stephanie worked on the Global Investment Opportunities Group in J.P. Morgan’s Private Bank, where she provided ultra-high net worth clients with opportunistic investment ideas and cross-asset trading execution. She graduated from the Wharton School of Business at the University of Pennsylvania with a Bachelor of Science degree in Economics.
Dan Candura, CFP BOARD EMERITUS™ is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars. As President of PennyTree Advisers LLC, until September 2019, Dan provided financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and was CFP® Ambassador for the Boston area.
Dan appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. and is a past Chair of the Board of Professional Review. He is a member of the Financial Planning Association and a retired member of NAPFA.
Located in Austin, Thomas joined O’Shaughnessy Asset Management (OSAM) from Vise where he was a leader on the client relationship team. Prior to this, he spent 8 years at Dimensional Fund Advisors as a Regional Director working in the Global Client Group with Registered Investment Advisors and Enterprise relationships. Thomas started his career at KPMG spending time in both their assurance and advisory practices working with financial services clients. A CFA charter holder and licensed CPA, Thomas received his Masters in Accounting from the University of Texas at Austin.
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax and financial planning updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.
Matthew McLennan is head of the Global Value team and a portfolio manager of the Global Value, Global Equity, International Value, International Equity and US Value strategies. Prior to joining First Eagle in September 2008, Matt worked for Goldman Sachs Asset Management in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the investment strategy group for Goldman Sachs’ private client business. He joined Goldman Sachs in Sydney in 1994. Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm’s international equity exposure. He was born in Rabaul, Papua New Guinea, and grew up in Queensland, Australia. He earned a bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland. He was also awarded a doctor of business, honoris causa, by the University of Queensland, and he holds the Chartered Financial Analyst designation. Matt is interested in the field of education, and he is a trustee emeritus (and former president of the Board of Trustees) of the Trinity School in New York City. He serves on the Board of Dean’s Advisors of the Harvard T.H. Chan School of Public Health and as a board member of the University of Queensland in the United States of America. He is also a board member of the Library of America.
Dennis Moseley-Williams is an author, experience architect, and one of the world’s leading voices on the Experience Economy. He helps organizations transition from selling “what” they do to “how” they make people feel. As the founder of DMW Strategic Consulting, Dennis doesn’t just give speeches; he provides a blueprint for building meaningful, sustainable, and profitable client relationships. Expect a high-energy session that challenges the status quo and leaves your audience with a clear path toward radical transformation.
Catherine Tindall, CPA, is the founder of Dominion Enterprise Services and a leading strategic tax architect dedicated to moving the accounting profession beyond traditional compliance. Specializing in high-impact tax planning for RIAs and 1099 professionals with revenues between $500k and $10M, she focuses on eliminating “tax waste” through proactive strategy and the expert application of specialty tax credits. A recognized thought leader, Catherine is a regular contributor to the Journal of Accountancy, host of the Financial Advisors Want to Know podcast, and a vocal advocate for leveraging AI to modernize the advisory model. Her sessions provide business owners with a clear roadmap for integrating tax efficiency into their broader goals for enterprise value and long-term wealth building.
As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.