Conference Speakers
Katherine Ambrose, CSDC, CSHP, SRES
America’s Senior Home Coach ®
Empowered Senior Inc
Empowered Senior Inc
Hedva Barenholtz Levy, PharmD, BCPS, BCGP
Director
HbL PharmaConsulting
HbL PharmaConsulting
Kevin Berwald, CFP®, CHFC, CLU
CMO, National Sales Manager
Catalyst4growth
Catalyst4growth
Valerie Borgman, CSA, CPRS
Founder & President
Clear Path Senior Living Solutions
Clear Path Senior Living Solutions
Dee Childers, MA, CMC
Founder
Life Changes Elder Care Consulting LLC
Life Changes Elder Care Consulting LLC
Paul W. Flowers, CSA
President
CIRCA 46
CIRCA 46
Angela Green Urbaczewski
Founder & Fractional CMO
RevOppAI
RevOppAI
Matt Gurwell, Retired Ohio State Patrol
Developer-Beyond Driving with Dignity
Senior Care Authority
Senior Care Authority
Althea Halchuck, EJD, CT, BCPA
Death Maven™, Board Certified Patient Advocate
Ending Well! Patient Advocacy
Ending Well! Patient Advocacy
Michael Haubrich, CFP®, CSA
Founder and President
Financial Service Group
Financial Service Group
Peter Hershon, CLU®, ChFC®
Senior Vice President, Account Services
Coventry
Coventry
John Kailunas II, LUTCF, FSS
Founder
Catalyst4Growth
Catalyst4Growth
Rob Kanyur
SVP
Fairway Independent Mortgage Corporation
Fairway Independent Mortgage Corporation
Dr. Anne Kenny, MD
Founder
Together in Dementia
Together in Dementia
Denise Lee, CPO®, CSA
Owner
Clear Spaces, LLC
Clear Spaces, LLC
Kerry Morris, CFP®, CFEd®
Founder
HonorShield LLC
HonorShield LLC
David Moyer, CSA
Founder/Owner
Elder Honor, LLC
Elder Honor, LLC
Dawn Noble, CPA, CFP®, Certified Scrum Master
Grand Canyon University
Diane Omdahl, RN, MS
President and Co-Founder
65 Incorporated
65 Incorporated
Chris Orestis, CSA
President
Retirement Genius
Retirement Genius
Pam Ostrowski, CSA, CDP®
Alzheimer's Family Consulting
David Petroski, CSA
Founder / HR Specialist
Grandma Joan LLC and LCA LLC
Grandma Joan LLC and LCA LLC
Carol Lee Roberts, CFP®, CeFT, CDFA
President
Institute for Divorce Financial Analysts
Institute for Divorce Financial Analysts
Paul Rose
Managing Partner
Western Asset Protection
Western Asset Protection
David W. Russell, CFP®, CSA, CTFA
Vice President, Wealth Advisor
Argent Trust
Argent Trust
Emily Sharpe, JD
Founder and CEO
Bright Life
Bright Life
Matthew Smith, CSA
Vice President of Training and Support
Amada Senior Care
Amada Senior Care
Sonny Sorrentino, M.A., CADC, CSA
Executive Director
Yours in Success
Yours in Success
Jon Thomas, ChFC, CLTC
Director of National & Strategic Accounts
Amada Senior Care
Amada Senior Care
Brian Watson
Community Outreach Specialist
R.O.S.E. Resources/Outreach to Safeguard the Elderly
R.O.S.E. Resources/Outreach to Safeguard the Elderly
Laura Wayman
Owner/Operator
The Dementia Whisperers, Inc
The Dementia Whisperers, Inc
Dr. E. Ayn Welleford, MSG, PhD, AGHEF
Assoc Professor & Gerontologist for Community Voice
VCU Department of Gerontology
VCU Department of Gerontology
Dr. Jan Vinita White, PhD
Freelance Gerontologist
Freelance Consulting
Freelance Consulting
Darra Wray, MBA, CSA
Founder - My Data Diary+®
My Care Companions and My Data Diary, LLC
My Care Companions and My Data Diary, LLC