Moore, Hannah
Hannah Moore, CFP®, is the founder of Guiding Wealth, a Texas-based RIA firm, and Amplified Planning, a company dedicated to training the next generation of financial planners. She created and hosts The Externship, an 8-week virtual program that provides students, career changers, and professionals with an inside look at the diverse paths in financial planning. […]
2026 FPA NorCal Conference – Speakers & Sessions
Register 2026 FPA NorCal Conference Speakers & Sessions May 26 & 27 2026 We are awaiting approval for CFP, IAR, and CIMA credits. We will update this site as CE is approved by each organization. Day 1 Day 2 2026 Keynote Speakers Day 1 Speakers & Sessions listed alphabetically Day 1 We are awaiting approval […]
2026 FPA NorCal Speaker Information
2026 FPA NorCal Conference Speaker Information We are delighted that you have accepted our invitation Please bookmark this page! Download the Speaker Packet Download PowerPoint template View Important Due Dates Go to Media Kit Page Our objectives for the conference are clear: Excellence Deliver a program that upholds the highest educational standards for financial planners. […]
25FPA Speaker Materials
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Davis, Saundra
Saundra Davis is a Master Certified Coach (ICF MCC), distinguished speaker, and financial wellbeing expert with more than two decades of impact. As the founder and Executive Director of Sage Financial Solutions, she created the Continuum of Financial Wellbeing framework, expanding equitable access to ethical financial services for people of all income levels. She has […]
Sinclair, Cooper
Cooper Sinclair is Vice President of Strategy at Midland Advisory, a unit focused on the RIA marketplace at Midland National Life. His core position functions include establishing and growing sales and distribution opportunities and identifying and executing initiatives that build the advisory annuity business at Midland National within Sammons Financial Group. Prior to leading the […]
Levine, Jeffrey
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in […]
2026 Speakers Media Kit
Register 2026 FPA NorCal Conference Speaker Press & Media Kit Day 1 Day 2 Download brand assets & Press/Media Files