Kitces Marketing Summit 2025

Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.

In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor 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.

Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm in San Diego, CA. In addition, he is the co-founder of The AGC Community and hosts a popular marketing podcast for financial advisors called Experiments in Advisor Marketing.

Schulte has been recognized as a Top 40 Advisor Under 40 by InvestmentNews and as a Top 10 independent financial advisor by Investopedia. When he’s not nerding out on marketing, you can find him traveling with his wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

Tiffany Charles, Chief Growth Officer and Partner of Destiny Capital and Entrepreneur Aligned, is primarily responsible for firm growth and leading their talented team in the areas of business development, client experience, professional relationships, specialty markets, and marketing. With over 11 years of experience in the financial services industry and another 5 in commercial real estate, Tiffany has experienced and planned for many forms of success, entrepreneurship, and wealth creation. She has a battle-tested talent in establishing and cultivating meaningful relationships and is extremely passionate about bridging the gap that exists between entrepreneurs' financial success and the remarkable life they desire.

Libby Greiwe scaled a 7-figure financial planning practice while cutting her workweek to just 25 hours—proving you don’t have to grind to grow. By building systems, streamlining processes, and focusing on referrals, she created a thriving business without sacrificing her family life.

Now, as the host of The Efficient Advisor Podcast, Libby shares the exact strategies she used to work less and earn more. Through expert interviews, done-for-you templates, and actionable advice, she helps advisors build efficient, profitable firms.

Tim Goodwin is a CERTIFIED FINANCIAL PLANNER(tm) professional with a finance degree from Berry College. He started Goodwin Investment Advisory, an independent, fee-only RIA in 2004. He is the author of Exponential Wealth. Tim is married to his college sweetheart. They have three beautiful daughters and live on a small farm. Tim is passionate about culture, marketing, real estate, fitness, travel, generosity, non-profit work, and long walks on the beach ;)

Josh is founder of Energized Retirement Planners, a firm that specializes in retirees who prefer to combine traditional investment management with tax advice, tax return prep and estate planning strategies all under one roof. He has educated thousands of retirees on tax and estate strategies through podcasts, in-person workshops and college adult enrichment classes. His two rescue dogs, Brynn and Mia, make frequent appearances at both virtual meetings and home visits.

David formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry.

After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning.

He knows first-hand that true happiness is experienced when helping others.

David Sandhu is an investment advisor representative with EverSource Wealth Advisors, a registered investment advisor.

Adam Chapman likes to joke he's the financial planner who helps people spend money, not save it. As the Founder of YESmoney, he’s spent nearly two decades helping people overcome the beliefs, behaviors, and emotions that keep them from enjoying their wealth. Now, he’s on a mission to make sure retirees live more, give more, and intentionally die with less.

His contrarian take on retirement spending has landed him in The Globe and Mail, The Wall Street Journal, MoneySense, Investment Executive, and Wealth Professional.

When he’s not convincing retirees to book that dream vacation, you’ll find him perfecting his coffee game, playing volleyball, or being bossed around by his Shiba Inu, Zuko.