2023 Speakers

Corey is a disability insurance broker and thought leader on long-term disability insurance products and plans. In addition to working with individual advisors and their clients, he has over 20 years of service with the National Association of Insurance and Financial Advisors (NAIFA).

Brooklyn Brock is the founder of Ellevate Advisors LLC. As a 3rd generation financial advisor, she saw first-hand that advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve advisors and their families. Ellevate Advisors was named the Best Exit Coaching Firm for Advisors in the USA by Wealth and Finance International in both 2022 and 2023. Brooklyn travels across the nation as a speaker, sharing her passion for helping advisors themselves.

Saundra Davis a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity. Her framework The Continuum of Financial Wellbeing is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and Financial Fitness Coach certification Saundra has trained more than 2,000 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals. In addition to her work with Sage Financial Solutions, Saundra is a regular contributor to various media outlets, including CNBC, The Wall Street Journal, and NPR.

Cynthia Healy is a longtime trustee to clients who are confident in her ability to manage their money and confident in her respect of their interests and independence. A CPA for 40 years, Cynthia recognizes the need to lend a voice to those not able to speak for themselves, be it in management of money, health, home or family relations. As a trustee, she combines oversight of her clients’ finances with advocacy to support their engagement in life-impacting decisions. Cynthia’s recent work includes teaching others how to frame sensitive conversations with seniors to maintain a positive focus with productive results

Cameron Hess, CPA, Esq. is a partner with the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP, and represents clients with their business, tax and estate planning needs, including real estate and income, state, gift and charitable needs. A Certified Public Accountant, formerly practicing with KPMG, Mr. Hess’ 39-year practice, is recognized for its integrative style of planning and representation. Director of the firm’s nonprofit practice, Mr. Hess also serves as an active educator. Mr. Hess has also served as a consultant for businesses and nonprofits. An adjunct instructor for UC Davis, Cosumnes River College, and McGeorge Law School, Mr. Hess continues to currently speak and develop programming for CalCPA, the California Lawyers Association and other professional associations. Mr. Hess is recognized for his service to nonprofits, including for Easter Seals Superior California. Mr. Hess received his BS from University of California, and his JD/MBT from University of Southern California.

Chris Heye, PhD, is the CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC. Dr. Heye is a technology entrepreneur, writer, researcher, and speaker on subjects that reside at the intersection of physical, behavioral, and mental health and financial wellbeing. He helped to design and manage a clinical study conducted at the Massachusetts General Hospital that investigated the behavioral and cognitive underpinnings of sound financial decision-making. Dr Heye is a regular columnist for the Journal of Financial Planning and is a Research Fellow at the Alliance for Lifetime Income. He received his BA from Wesleyan University and PhD from the Massachusetts Institute of Technology (MIT), where he also completed a post-doctoral program at the MIT Industrial Performance Center.

Robin L. Klomparens is a partner in the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP. Ms. Klomparens specializes in income, state and local, estate and gift taxation, estate and charitable planning, probate and trust administration and litigation related thereto. She advises clients on estate planning, business transactions, entity formation (profit and non‐profit), state and federal tax audits and controversy, probate and trust administration and related litigation, succession and charitable planning. She also serves as a consultant, expert witness and mediator in her field. Ms. Klomparens has a business degree specializing in finance from the University of Florida. She received her Juris Doctorate from the University of Miami in 1985 and an LL.M. in Taxation in 1986

Dan Moisand has been featured by a slew of financial planning related publications as one of America’s top advisors. In 2019, he was highlighted as one of the “twenty most influential men and women” in an issue of InvestmentNews that focused on the 50th anniversary of the start of the financial planning profession. He currently serves the profession as Chair of the Board of Directors of CFP Board. He has spoken to planner groups on six continents and led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA.

Raymond Sheffield is a well known speaker in the Tax and Estate Planning area. He focuses his practice in all aspects of trusts, estate planning, probate and trust administration, tax and business planning. Raymond is on Executive Committee of the Silicon Valley Bar Association’s Trusts and Estates Committee. He is a member of the Trusts & Estates and Tax Committees of the California State Bar and the American Bar Association. He is also active in the Pro Bono Project’s Lawyers in the Library program in the downtown San Jose. He believes that a good lawyer make things as simple as possible for his clients to understand. Raymond helps his clients implement sophisticated estate plans, without unnecessary complexity.

Sunil is a researcher, educator, and consultant on investment management. His research on investment strategies and management has influenced internationally active advisors such as Dimensional Fund Advisors and Avantis Investors.