Heather Schreiber
Heather Schreiber, RICP®, NSSA®, IRMAA-CP™, is a nationally recognized expert in Social Security and comprehensive retirement income planning, with over three decades of experience in the financial services industry. Driven by a mission to empower financial advisors to better serve and educate their clients, she blends the precision of a strategist with the heart of a storyteller, advocating for consumer understanding through advisor excellence. Whether simplifying complex IRS and SSA regulations, demystifying Medicare, or translating evolving distribution rules into client-ready strategies, Heather delivers actionable insight with a pulse on policy and a passion for people.
As Founder and President of HLS Retirement Consulting, she partners with forward-thinking advisors nationwide to design tax-efficient income and distribution strategies that strengthen client relationships, enhance retention, and drive measurable results. A sought-after speaker, author, and educator, Heather is recognized for blending deep technical knowledge with humor and authenticity, enabling advisors to transform information into inspiration and enhance their impact with every client they serve.
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Matt Seitz
Matt Seitz is the Chief Marketing Officer at C2P, as well as JL Smith, a holistic wealth management firm. In his roles, he has streamlined the marketing-sales funnels, spearheaded the digital growth of the companies, reinforced the brand identities, and implemented content marketing strategies to drive leads into and through the sales pipelines. In just four years, JL Smith has gone from gathering $43M in to new assets to over $130M. Matt was named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards, in addition to being a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership.
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Ed Slott
Professor of Practice at The American College of Financial Services
Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.
Slott is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and a best-selling author, with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. Ultimately, through all of these efforts combined, Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.
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Jason Smith
Jason L. Smith, CEP®, BPC, is a nationally renowned speaker, financial planner, best-selling author, coach, and entrepreneur. Jason is the Founder and CEO of C2P and his holistically run financial services practice, JL Smith. Jason has distilled his expertise into a self-sustaining model at JL Smith, where they are on pace to bring in over $130M in new assets in 2023 while he worked less than one day per week; a model he’s eager to share with other advisors through The Rainmaker Multiplier Model & Process.
Jason is the author of the best-selling book, The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement, recognized by U.S. News & World Report as a Top 10 Retirement Planning Book in 2023. A regular industry event speaker, Jason has been listed in Crain’s Notable Wealth Managers list and in 2015 was honored as one of Investment News’ 40 Under 40. His holistic approach to financial services extends to Prosperity Capital Advisors, a planning-first RIA recognized by USA Today as one of the Best Financial Advisory Firms in 2023.
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Victoria Sulerzyski
Victoria Sulerzyski, JD, has over twenty years of experience in trust and estates law. In addition to her work in estate planning, Victoria also counsels clients on special needs planning, helping them care and provide for disabled family members long into the future. She has served on the boards of several nonprofit organizations, including the Kennedy Krieger Institute.
She is a member of the Special Needs Alliance (SNA) Public Policy Committee, where she invests her time and resources toward policies that affect their clients and practices, while promoting SNA’s relationships with key partners and the Hill.
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Scott Suzuki
Scott C. Suzuki, JD, MPH, graduated in the top tier of his class from the William S. Richardson School of Law at the University of Hawaii in 2004. Simultaneously, Scott graduated from the John A. Burns School of Medicine at the University of Hawaii with a Master of Public Health (M.P.H.) degree in Gerontology.
He has been in private practice since his graduation and currently is the principal of the estate planning firm of Scott C. Suzuki, Attorney-at-Law, and is an advocate for populations with special needs. Scott is the past President of the Special Needs Alliance (www.specialneedsalliance.com), a national, non-profit organization consisting of some of the most credentialed public benefits and disability law attorneys in the country, committed to helping individuals with disabilities, their families, and the professionals who represent them.
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Andrew Tudor
Andrew Tudor, CFP®, RICP®, CAP®, is an experienced investment advisor with Zenith Wealth Partners, focusing on mission-driven, values-based investing. With over a decade in the field, Andrew has helped individuals and institutions align their investment portfolios with their and values, leveraging expertise in ESG (Environmental, Social, and Governance) investing, impact investing, and strategic endowment management. He is passionate about educating individuals and organizations on how to build sustainable investment strategies that promote social change and empower communities.
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Mikel Van Cleve
Mikel Van Cleve, PhD, CFP®, CFBS, CEBS, is a speaker, author, consultant, and researcher focused on helping financial professionals understand the complex dynamics of money management within blended families. He is a Certified Financial Planner™ professional, Certified Financial Behavior Specialist®, and Certified Employee Benefit Specialist® with over 20 years of experience in the financial services industry. Mikel is also a Ph.D. student and research assistant at Texas Tech University in the School of Financial Planning.
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Deirdre Van Nest
Deirdre Van Nest, CWCSC, is a top-rated international keynote speaker, a speaking and storytelling coach, and the founder of Crazy Good Talks, a communication company specializing in teaching financial professionals how to fast-track trust and master the art of persuasion, so they get to the “YES!” quicker. Over the past decade, Deirdre has taught 1000’s of advsiors and has personally used the strategies you’re going to pick up in this training, to attract and book millions of dollars in closed business. You can too!
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Andrew Weber
Andrew Weber MBA, CFP®, CLU®, AEP®, RICP,® WMCP®, is Senior Director – Planning Philosophy, Research and Guidance for Northwestern Mutual. Andrew leads the Planning Excellence team in CX responsible for the research and guidance on good planning. In this roe he works on researching strategies that combine life insurance, annuities and investment strategies to produce better client outcomes. This work shows up in PX, the digital platform and as planning is used throughout the enterprise.
He graduated with a BBA in Marketing from University of Wisconsin-Whitewater and earned an MBA from Cardinal Stritch University. He holds a Series 7, 66 and CLU®, CFP®, AEP®, Accredited Estate Planner, RICP® (Retirement Income Certified Professional®) and WMCP® (Wealth Management Certified Professional®) designations.
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Paul Wetmore
Paul Wetmore, MBA, LUTCF®, CLU®, FSCP®, is an assistant professor at The American College of Financial Services, where he serves as an author-editor for several insurance designation programs. In addition to instructing and moderating numerous courses for The College, he writes and edits textbook material, course learning components, and classroom guides.
Wetmore has nearly four decades of financial services industry experience. Starting out as a financial advisor, he has held a variety of roles in the field including financial advisor, fee-based financial planner, sales office training director, sales office recruiting director, and roles in sales office management before moving into a regional training role for a leading insurer. He then transitioned to a home office role where he worked in the individual life insurance product development area for nearly two decades and was responsible for designing and implementing new life insurance products and riders including new term life, universal life, variable universal life, and whole life products.
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Corey Ziegler
Corey Ziegler is Chief Legal Officer for the Greater Kansas City Community Foundation and its national entity, Greater Horizons. The Community Foundation consistently ranks in the top 10 community foundations in the country in terms of total assets, gifts received and grants made. Beyond day-to-day legal responsibilities, Corey leads the Community Foundation’s complex asset team, which is nationally recognized for its expertise and ability to accept contributions of private businesses and other hard-to-value assets for charitable purposes.
Prior to joining the Community Foundation in 2005, Corey was an estate planning attorney for seven years with Blackwell Sanders Peper Martin LLP (now Husch Blackwell). With her background in estate planning and decades of experience in philanthropy, Corey has built a nationwide network of attorneys, accountants and financial advisors who trust Corey with their clients’ most unique and challenging philanthropic goals.