Presenters

Director of Technical Studies at the New York Institute of Finance. Co-founder of the Market Technicians Association (MTA) and founder of the International Federation of Technical Analysts (IFTA).

Director of Online Tools, Information Technology, and Data at BetterInvesting. An engineering graduate with over 30 years of experience in IT and project management.

Graduate from UW-Whitewater. Strong focus on promoting financial literacy. Driven by the motto, "strive to be the best you can be today," and his passion for empowering individuals with tools for financial success.

Vice President and Senior Portfolio Manager at Provident Investment Management. Chartered Financial Analyst (CFA) with a Master's in Business Administration from the University of Michigan.

President of the San Francisco Bay Area Chapter of BetterInvesting with over 40 years of investing experience. Holds the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP®) designations.

Lifetime member of BetterInvesting and member of the online club Bionic. Nurse with a passion for teaching, reading, gardening, and travel.

Lifetime Member of BetterInvesting and Director with the DC Chapter since 2003. IT Project Manager with a BS in Engineering from the US Military Academy and an MBA from Boston University.

Education Program Senior Manager at BetterInvesting. Joined in 2008, member since 1998. Bachelor of Science from Michigan State University.

Joined BetterInvesting in 1998. President of the Maryland Model Investment Club. Credits BetterInvesting for early retirement. Lives in Baltimore with partner Tony and their cat Zoe. Enjoys square dancing and tutoring.

Member since 1996, serving in various roles including treasurer and chapter director. Retired from the financial services industry. Past NIA board member.

President of ICLUBcentral Inc. Author and editor-in-chief of the Investor Advisory Service and the SmallCap Informer. Popular speaker at BetterInvesting events.

President of the Chicagoland Chapter of BetterInvesting, member for 32 years. Personal Finance Coach & Career Coach/Educator.

Member of BI since 2001. Director in the DC Regional Chapter since 2002. Co-founder of 2 investment clubs and co-founder of "Digging Into the BI", a webinar studying featured stocks in the BI Magazine.

Hispanic entrepreneur in Madison, Wis. Led several startup companies for 20 years through his company Altus, Inc. Launched a BIPOC incubator and optimizer program in 2023. Serves on the Board of Directors for BetterInvesting.

Professional investment manager with over 35 years of experience. President of Provident Investment Management. Has written for BetterInvesting Magazine and quoted in major publications.

Member of the BetterInvesting Board of Directors and the Ohio/Kentucky/Indiana Chapter. BA in Communications from Augusta University.

Volunteering for BetterInvesting for over 25 years. Former high school principal and a regular on TickerTalk. Lives in Mid-Michigan with his wife, Natalie.

Senior Director of the FINRA Investor Education Foundation. Bachelor of Science from Vanderbilt University in economics and mathematics.

Member of BetterInvesting since 1996. Holds a Bachelor’s Degree in Applied Mathematics and an MBA in Finance.

Lifetime member of BetterInvesting and AAII. Chair of the BetterInvesting Board of Directors. Lives in Atlanta.

Member of BetterInvesting since 1993. Retired from GE Healthcare after 35 years. Volunteer teacher for high school youth at church for 20 years.

Passionate teacher, military veteran, technologist, DJ and art collector. Created 5 investment clubs to teach underserved communities. Developed "How to Hack Your 401k" workshops with mentor to demystify retirement plans.

Certified Financial Planner specializing in retirement and estate planning. Bachelor’s Degree in Dental Hygiene from the University of Oklahoma.

President of the Cleveland Model Investment Club. Former high school chemistry teacher and presenter for IBM.

Founder and Managing Partner of Manifest Investing. Appeared on National Public Radio, CNBC and ABC to discuss long-term investing.

Director of the SEC’s Office of Investor Education and Advocacy. Expert on investor protection issues.

Director of the Houston Chapter of BetterInvesting. Retired from the automotive industry with a keen interest in individual stocks.

Advocate for individual investors and frequent contributor to BetterInvesting Magazine.