Our Featured Speakers:
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next-generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching and has been quoted in publications including The Wall Street Journal, Forbes, and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT, where he can hit the slopes on powder days.
Nathan Whitaker is a motivational speaker, the co-author of eight books that have reached the top ten of the New York Times bestseller list, and a Super Bowl champion. Quiet Strength, co-authored with Hall of Fame coach Tony Dungy, reached #1 on the New York Times list and has sold over three million copies. He has also collaborated with Tim Tebow and James Brown, among others.
He has spoken to corporations, sports teams, and trade associations worldwide on topics ranging from leadership to team building to resilience and significance.
A two-sport athlete in baseball and football at Duke University, he played for Steve Spurrier on Duke’s most recent ACC Championship football team and graduated cum laude with a degree in English and Political Science in 1991. He also holds graduate degrees from Harvard Law School and the University of Florida, both with honors.
He practiced law before working in the front offices of the Jacksonville Jaguars and Tampa Bay Buccaneers, where he worked in football administration, salary cap management and contract negotiations, winning Super Bowl XXXVII with the Buccaneers.
Nathan currently lives in Gainesville, Florida, with his wife, Amy, their dog, RickyBobby, and two cats, Fezzik and Scout.
Jay Mooreland, MS, CFP®, is passionate about progress. Progression comes from learning—both from others and from our own mistakes. As an investor and advisor, I have made many mistakes and seen countless others make mistakes. I created The Emotional Investor to help others understand why we make those mistakes and learn correct perceptions so we can improve our future decisions.
To help financial advisors increase their value and coach their clients to make better financial decisions, Jay founded and created content for The Behavioral Finance Network. In addition to speaking across the globe on the topic of investor behavior, Jay has published two books: The Emotional Investor and Investment Illusions.
Originally from California, he now lives in the Twin Cities of Minnesota. He enjoys the change of seasons – the bitter cold and the warm sun…always something to look forward to. His family consists of his wife Lonni, daughter Janie, son Aaron, and his British Lab, Willis.
Academically, Jay obtained a Bachelor of Science in Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota.