Networking Events

Kathleen Boyd, CFP®, is XYPN’s resident Financial Planning & Process Coach. She holds the CERTIFIED FINANCIAL PLANNER™ designation and possesses over 10 years of experience working for a variety of financial services firms. Kathleen is an Investment News’ “40 Under 40’ recipient,” and FA Magazine named her a "Top 10 Advisor to Watch." Outside of XYPN, Kathleen has written financial planning pieces for the Journal of Financial Planning and Michael Kitces’ Nerds Eye View blog and currently works as an adjunct professor teaching CFP® coursework at Oklahoma State University.

Arlene Moss has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations, so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model. Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way.

Katie Brewer, CFP® is the owner of Your Richest Life, a fee-only fiduciary financial planning company helping Gen X physicians, business owners, and other high-income earners take charge of their financial lives. Katie has accumulated over 15 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.

Katie has been recognized by Investment News as a “40 Under 40” in 2017 and by D Magazine as one of the Best Financial Planners in Dallas list for 2015 to present. She is also a Founding Member of the XY Planning Network.

Known as Your Financial Mom, Pam Horack, CFP® has been a fixture at XYPN since its inception. Along with being a Founding Member, she has attended all of the conferences (even online!) and has been a speaker for most of them. While she was a corporate trainer in her former life, she has also presented for schools, churches, women's groups, and college programs. Her passion is sharing the concept of Your Financial Tower, and she often helps other advisors in addition to serving her clients at Pathfinder Planning LLC over the past twelve years.

Ben started Guide Financial Planning in 2014 when he had a 6-month-old daughter and no team members. Today he and his wife have four children and Guide FP is a team of four. Ben and his family live in St. Paul, MN, where they are actively involved in their local church.

XYPN Member Brian O'Neill will lead the panel discussion. Brian is a 23-year Air Force veteran and founder of Winged Wealth Management and Financial Planning with a niche focus on Fighter Pilots.

Mike Hunsberger is the owner of Next Mission Financial Planning based in Saint Charles, Missouri. He launched his firm in November 2021 after a 25-year career in the United States Air Force. He works primarily with military and veterans with an emphasis on college funding and GI Bill planning for clients with high school students. He is also a member of the Military Financial Advisor Association.

Hui-chin Chen, CFP® is the Founder of The CIGA Network, a global community to promote collaboration among advisers working with cross-border clients. She is also the Principal of Pavlov Financial Planning, where she primarily serves globally mobile professionals and multi-national families. As an immigrant and expat, Hui-chin is passionate about making cross-border financial planning accessible and more comprehensive through bringing advisers with different expertise together.

Sefa Mawuli is a CERTIFIED FINANCIAL PLANNER™ who helps people with global ties and professionals with equity compensation to organize their finances to meet their life goals. Her passion for cross-border financial planning grew from her own experience of not finding adequate financial advice as a busy corporate professional and new US immigrant navigating the US financial system, and as a life-long world traveler with family and roots in various countries. She transitioned to the financial planning industry after a career in business strategy and market intelligence at Fortune 500 US financial services corporations, and later as principal of her own management consulting firm.

Danika entered the financial services industry in 2014 after 15+ years of working in corporate accounting. She worked at 3 RIAs in Seattle before launching Xena Financial Planning in 2020. She holds a Bachelor's degree in Mathematics from Oberlin College and is currently working towards a Master's Degree in Advanced Financial Planning through Golden Gate University.

Danika holds the Registered Life Planner and the Certified Student Loan Professional designations. In her spare time, Danika loves to travel, spends as much time as possible in the mountains, and does her best to keep up with her 2 teen daughters, a frisky dog (named Xena), and a couple of cats.

Lindsey Swanson CFP® is the founder of Stripper Financial Planning (an advice-only RIA in California) and Scoops of Vanilla (financial literacy coaching for sex workers). She works from home, so she doesn't have to wear shoes and spends her time swearing and causing a ruckus.