Speakers | XYPN LIVE 2024

Jessica Flynn

Over the past 15 years, Jessica has become a trusted advisor to executives in broker-dealers, RIAs, and FinTech firms through her work with the Financial Planning Association and FP Transitions. She serves on The American College NextGen in 10 Leadership Advisory Committee that was instrumental in funding and launching numerous industry events—including the fan-favorite FPA Externship. And she’s also a ghost-writer and outsourced CCO and CMO for some of the most respected names in the wealth industry, and a regular contributor in trade publications. If that’s not enough to make your head spin in admiration, tack on her passion for bringing the needs of female advisors to the table within FP Transitions and you’ve got yourself a winning Keynote.

Michael Kitces

Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and XY Bean Counters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Jonathan Sprinkles

Jonathan Sprinkles is the author of 13 books (including two international bestsellers), a TV personality, celebrity business coach, and award-winning keynote speaker. He is the founder of The Connection Lab, an award-winning company that is on a mission to help people live bigger and lead better through the power of human connection. Jonathan gets it.

He knows the difference between what looks good on paper and what really works in the real world. He brings best practices from his career as a tech salesman and his 20 years of leadership experience as an entrepreneur. Jonathan has a gift for connecting with any audience, relating to them on a personal level, and inspiring them to bring out the best in themselves and the people around them.

Carl Richards

Carl Richards is a Certified Financial Planner™ and creator of the (highly-acclaimed) "Sketch Guy" column that appeared weekly in The New York Times from 2010 to 2020. Along the way, he founded the Behavior Gap newsletter and podcast and is the author of two books.

Through his simple sketches, Carl makes complex financial concepts easy to understand. He believes in delivering financial advice differently to be more accessible, informed, and impactful for all.

Simidele Adeagbo

Simidele Adeagbo is a trailblazing Olympian, passionate advocate and inspirational speaker focused on building a better world through sport. Simidele made Olympic history at the 2018 Winter Games, becoming the first Nigerian Winter Olympian and the first African and Black woman to compete in Skeleton at the Olympics. She relentlessly uses her platform to inspire others and empower women and youth.

A seasoned storyteller, Simidele led innovative marketing campaigns over a 15+ year career at Nike Inc., always pushing to elevate the voice of female athletes. Simidele now aims to use sport as a tool to create social empowerment, impact policy, increase economic prosperity and overall health and wellness. As a respected athlete, business leader and visionary, Simidele speaks on stages around the world on topics centered around personal transformation, leadership, innovation, high performance, diversity and representation, the power of sport and women’s empowerment.

Sarah Newcomb

Sarah Newcomb, Ph.D. is a behavioral economist who serves as the Director of Financial Psychology at Morningstar and authors a new weekly column, Human Capital: Exploring the Intersection of Psychology and Finance. An interdisciplinary scholar, Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology.

Sarah is driven by a desire to help others to tap into an empowering mindset, dream big, and then employ their resources in pursuit of a life they will love. She became a financial psychologist after discovering that her own issues with money had nothing to do with numbers and everything to do with the attitudes and beliefs she held about money itself. Now, her goal is to teach people how to use money well so they can live their best life—even well before they reach their long-term financial goals.

Meet Your Speakers

Keynote Speakers

Michael Kitces & Carl Richards

Kitces.com & Behavior Gap

Dr. Preston Cherry

Concurrent Financial Planning

Libby Greiwe

The Efficient Advisor

There's a lot to keep track of as a firm owner.

XYPN Makes it possible