Kitces Value 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.

John Froberg, CFP® is a Private Wealth Advisor with IronBridge Wealth Counsel. John specializes in helping Athletic, Arts, and Entertainment professionals maintain their desired standards of living without sacrificing longer-term career opportunities and prepare for any risks that might threaten their objectives. John has been in the Financial Planning & Wealth Management industry since 2016.

Brian served 23 years in the Air Force flying, testing, and commanding in the F-16 and F-35. He started Winged Wealth in 2021 after retiring from the Air Force. He serves military and veteran families with a niche focus on Fighter Pilots.

Brian's firm is currently in the "Solo plus help" phase, exploring growth options.

Brian is active in the Military Financial Advisors Association and helped build out the Military Qualified Financial Planner (MQFP®) in 2023.

Brian graduated from the Catholic University of America with degree in Computer Science. He lives in Niceville Florida with his wife Zoe and two daughters.

When he's not working and maximizing family time, he enjoys reading, cycling, triathlon, and functional fitness.

I’ve devoted 20+ years to guiding others in financial mastery, focusing on medical professionals and their referrals. Beyond managing wealth, I educate students on financial literacy and advisors on the benefits of referral marketing and behavioral financial advice, aiming to integrate these skills into education nationwide.

Kristen Hull is a 20 year veteran in the Financial Services industry, with over 10 years being focused specifically in Financial Planning. She began her career at Seton Hill University- first, attaining her Bachelor’s Degree in Business Administration and then her Masters of Business Administration shortly thereafter. Today, Kristen is a Charted Retirement Plan Counselor (CRPC®) and has earned her Life, Accident, and Health Insurance and Securities Licenses.

Kristen's focus is in Financial Planning and loves helping clients plan for their future financial goals. She currently coaches and develops plans for over 50 Advisors in her organization.

In her spare time, Kristen competes across the country in martial arts - alongside her two daughters - and loves spending time with her family.

Emily has a bachelor’s degree in International Business and Spanish from Texas Tech University. Emily went on to obtain a master’s degree in Personal Financial Planning from Texas Tech University. Before graduating, Emily passed the Certified Financial Planner™ exam.

Emily has focused her professional work on financial planning since the beginning of her career. She finds passion in helping real people improve their relationship with money and their overall outcome in life. Founding TrailWise allows her to practice this passion fully while proving to herself and the entire industry that planning can be individualized and scalable at the same time. She hopes her future continues to expand the access to planning and to encourage clients to engage with their money more and more.

John is the President and a lead financial planner at Mason & Associates. He is a co-host of the firm's podcast, Federal Employee Financial Planning, helps manage the firm's YouTube channel, and enjoys working on operations and leveraging technology. John has 13 years of experience running a firm, serving clients, marketing, and public speaking.