Richard Weylman, CSP, CPAE

Richard has a worldwide reputation for helping clients better understand how to make the changes necessary to attract and retain new customers, as well as the right talent to elevate business performance

Sarano Kelley

The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry

Amy Florian

Helping financial professionals support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.

Bill Walton

Bill Walton is A Nationally-Recognized Authority on Creating Greater Value in the Seller/Customer Interaction

Matt Oechsli

The DOL’s Gift to Elite Advisors. It’s time to double down on affluent marketing! Affluent clients who aren’t being serviced by an elite advisor will be asking questions of this genre to themselves, and quite likely to their friends.

Jay Mooreland

Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets

Dennis Moseley-Williams

A Certifed Expert in The Experience Economy Who Teaches Trust, Transparency & Engagement to Foster Closer Client Relationships.

Adam Cheyer is a top technology speaker, AI expert and entrepreneur. He co-founded Siri, which was acquired by Apple, and later co-founded Viv, which became the basis of the voice assistant Bixby on Samsung phones, TVs, watches, and more. He is also a founding member and first developer at Change.org, the world’s largest petition platform, with more than 300M members.

Cheyer has a proven track record of innovation in business, having worked at research labs, startups and some of the largest technology companies in the world, bringing ideas to market to positively impact hundreds of millions of people. He is also an award-winning magician, having performed for millions on TV and for presidents and heads of state.

Some of Adam’s engagements include Fortune 1000 and strategic clients such as Google and Visa.

Adam Cheyer was former Vice President of R&D at Samsung. He was also previously co-founder and VP Engineering of Viv Labs, an artificial intelligence (AI) company acquired by Samsung in 2016.

Adam was also co-Founder and VP Engineering of Siri, acquired by Apple in 2010 to build their virtual personal assistant, which was distributed on more than 1.5B devices. After joining Apple, he became a Director of Engineering in the iPhone/iOS group, leading all AI and server-side aspects of the Siri assistant.

Adam is a Founding Member and Advisor to Change.org, the premier social network for positive social change with more than 300 million members. He also co-founded Sentient Technologies, which applies distributed machine learning algorithms to discover novel solutions to complex problems. Previously, Adam was VP Engineering at Verticalnet (NASDAQ: VERT, an enterprise software business) and Dejima (mobile software). Adam spent more than a decade at SRI International, where his most recent role was as Chief Architect of CALO, the largest ever government-funded AI project, whose purpose was to create an intelligent assistant that learns and self-improves “in the wild” (e.g. with no code changes).

In addition to his technology work, Adam is an award-winning magician. He is a member of the prestigious Magic Castle in Los Angeles, the Academy of Magical Arts (AMA), and the International Brotherhood of Magicians (IBM). He has performed on stage in front of thousands, on TV for millions (including on the well-known “Penn and Teller Fool Us” show), entertained heads of state with close up magic and mentalism, and fooled some of the top pros in the business.

Adam is the author of more than sixty peer-reviewed publications and twenty-five issued patents. He received his bachelor’s degree with highest honors from Brandeis University and his master’s degree with an “outstanding master’s student” award from UCLA.

Doc Hendley is proof that anyone, even a tattooed keg-tapper, can cure what ails the world.

In 2003 Doc Hendley dreamed up the concept of Wine To Water while bartending and playing music in nightclubs around Raleigh, North Carolina. In January of 2004 he held his first fundraiser and by August was living in Darfur, Sudan installing water systems for victims of the government-supported genocide.

When Doc returned home in 2005, the haunting memories of what he had seen in Darfur drove him to continue growing the organization he had started only two years earlier. And in 2007, after working two jobs and volunteering his time for over three years, Wine To Water became an official 501 (c)(3) and Doc’s dream finally became a reality.

Hendley’s work aims to help the 1.1 billion people worldwide who lack access to clean water, a figure estimated by the World Health Organization. Nearly two-thirds of that group lives in Asia. In sub-Saharan Africa, 42 percent of the population lives without yard taps, household connections or other improvements to sanitize water. Unclean water is the number one killer of children in the world. Water borne illnesses kill far more children the HIV/AIDS and Malaria combined. Every 15 seconds a child dies from unclean water.

Doc Hendley was named one of the Top 10 CNN Heroes for 2009 (chosen by a panel of judges including Gen. Colin Powell, Whoopi Goldberg, Ted Turner and Sir Elton John). “There is one thing that rings true every time I get the pleasure of hearing Doc Hendley speak–his passion comes through and hits you like nothing you’ve ever experienced in your lifetime. It’s not just the way he interacts with the audience, a sort of down home person that you seem to already know even though you don’t, but it’s the message about improving who we are as people each and every day, and helping those who have difficulty helping themselves because of places they live in or the circumstances of their country.

Doc brings that message of hope and seems to naturally lift every person out of their comfort chair and into the wilds of Africa or the devastation in Haiti right alongside him. You feel everything that he feels and see everything that he saw. We are just enamored to be part of his world in a small way and hoping to work with him to better our world in a meaningful way.”–Rich Henning, United Water, 2011 North American Managers Conference His book, “Wine to Water: A Bartender’s Quest to Bring Clean Water to the World” (Avery:Penguin, Jan 2012), is a captivating story of an ordinary bartender who’s changing the world through clean water.

Mark Schulman grew up in Los Angeles and is a classically trained cellist. As a teen, he played with the Los Angeles Junior Philharmonic. He later even played cello on the 2009/2010 P!NK tour.

During his unprecedented career over the last 32 years, Mark has been a first-call drummer for world-class rock and pop artists. He was voted “Top 3 Pop-Rock Drummers” in the Modern Drummer Readers Poll in 2014 and was the featured cover artist in the May 2019 issue of Modern Drummer. Mark did four record-breaking world tours with P!NK over 15 years.

Mark’s resume reads like a “Who’s Who” of international rock ‘n’ roll royalty, including acts such as Cher, Billy Idol, Foreigner, Sheryl Crow, Stevie Nicks, Beyonce, and so many other world-class artists. He has drummed with Velvet Revolver at Ozzfest and for a crowd of 225,000 at Glastonbury Festival with Simple Minds. Mark has appeared on nearly every American, European, and Australian variety show including the Grammy Awards, Late Night with David Letterman, The Tonight Show, Late Night with Conan O’Brien, The Daily Show with Jon Stewart, American Idol, The Paul O’Grady Show, The X Factor, Wetten, dass..?, the ARIA Awards, and more.

Mark’s fan base extends way beyond the rock ‘n’ roll stage. Fans of his other career, as a top motivational speaker, exist at companies and organizations he’s spoken for, including American Express, Microsoft, IBM, DELL Cisco, Aveda, Kaiser, NCAA, SAP, and more. To date, Mark has performed over 2,000 keynotes, 1,000 music clinics, and for over a billion people.

Offstage, Mark is passionate about teaching and helping others. He was the chairman of Create Now!, a non-profit organization founded in 1996 to help change troubled children’s lives through creative arts mentoring. A cancer survivor himself, Mark has also motivated children and teens through his work doing seminars with the Ronald McDonald House and benefits for the Teenage Cancer Trust in the U.K.

An active educator, Mark taught at the Los Angeles Music Academy and is one of the world’s most sought-after drum clinicians, hosting clinics around the world. Mark produced his first instructional DVD in his studio, A Day in the Recording Studio; A Do-It-Yourself Guide to Recording Great Drum Tracks for Drummers and All Musicians distributed by Hudson Music. The Mark Schulman Signature Snare Drum is one of the best-selling signature products in the history of GRETSCH.

Mark’s first book, Conquering Life’s Stage Fright, shows people how to harness doubt, fear, and anxiety as it relates to any performance or presentation and transform that into clarity, capability, and confidence. Mark has finished his second book, The Attitude Equation, which lays out a powerful path to happiness and achievement: Attitude x Behavior = Consequence. Mark and his writing partner Dr. Jim Samuels have interviewed rockstar performers across all industries about how ATTITUDE has driven BEHAVIOR to produce world-class CONSEQUENCES in their lives. The book is slated for release in early 2024.

In May 2023, Mark became a judge and coach for an all-new original music competition television show called BANDED. The show redefines the “build-a-band” concept and pairs up-and-coming artists with top coaches. Besides judging, Mark will coach one of the rock outfits.

Mark is also a music producer, trained audio engineer, and studio co-owner of West Triad Recording Studio in Venice, California.

An international commercial airline pilot who, after the tragedies of 9/11, was forced to realize that his “Safe and Secure career” was nowhere near as safe and secure as he had thought.

Steve chose real estate investing to be able to control his own destiny and create his own generational wealth.

Steve created the fastest growing property management company in the state of Texas. Managing over 1,000 properties across 3 major metropolitan cities. Steve built the business up and created maximum cash flow positioning his company for a very profitable exit.

Along with growing his property management company, Rozenberg has flipped, owned, and wholesaled hundreds of single family homes and apartment complexes across the US.

Parlaying all of the success from real estate investing and property management growth, Steve has gone on to be one of the most well-known influencers in the Real Estate Community. He is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author.

Known as The Iron Cowboy for the signature cowboy hat he wears while running races so his five kids can see him coming from far away, James Lawrence is an ultraendurance athlete who has pushed himself beyond what many doctors previously believed to be physiologically possible. In so doing, he has redefined both mental toughness and physical endurance.

Originally a high school wrestler, James spent a decade in the mortgage and finance business before losing it all in the financial crisis of 2008. At rock bottom, his career as the greatest endurance athlete on the planet started quite humbly, struggling to complete a local 4-mile fun run with his wife, Sunny. Inspired by that experience, on that day he
learned a lesson that has served him well ever since.

I learned quickly that everyone’s ‘hard’ is different. Back then, four miles was really difficult for me. I learned that one of the most important things in life is to just show up.”
James Lawrence

Today, James is one of the most dynamic, inspiring, largerthan-life keynote speakers in the world, having shared his astonishing story in 50 different countries across the globe reaching millions of people. He is a best-selling author and the subject of a critically acclaimed feature film. He continues to redefine the impossible in his own life, while teaching audiences around the world to do the same in their own lives.

What exactly has James achieved?

Sports Illustrated ranked James in the top 50 fittest freaks with Lebron James and Conor McGregor, two of James’ favorite athletes. RedBull declares that ‘when it comes to endurance, he is unstoppable’ and Success magazine named him ‘The Most Enduring Man In The World.’ He has redefined the definition of impossible and shares his journey with audiences around the world.

You’ve surely heard of an Ironman; 2.4-mile swim + 112-mile bike + 26.2-mile run. In 2012, James did 30 of those in one year. That put him in the Guinness Book of World Records.

In 2015, he went further. He completed The 50-50-50; 50 Ironman distance triathlons, in 50 consecutive days, in 50 different states…all while raising money to combat childhood obesity. That astounding accomplishment is the subject of the critically acclaimed Amazon Prime documentary; Iron Cowboy | The Story of the 50.50.50. But that wasn’t enough.

In 2021, he did the unimaginable. This time, he completed The CONQUER 100, 100 Ironman distance triathlons, in 100 consecutive days! That’s 140.6 miles per day, every day, for 14 straight weeks, for a total of 14,060 miles! This time he raised money to combat sex trafficking. The documentary of the Conquer 100 debuted in December of 2022.

In between his triathlon feats of strength, James has summited Mt. Kilimanjaro on a bicycle, completed the Fiji Eco-Challenge, the Race Across America, and Norseman World Championship, as well as a 235-mile run across Greece.

 

Retired United States Army Staff Sergeant Travis Mills of the 82nd Airborne is a recalibrated warrior, motivational speaker, actor, author and an advocate for veterans and amputees. Travis’s New York Times bestselling memoir, Tough as They Come, is currently available on sale in bookstores everywhere. Despite losing portions of both arms and legs from an IED while on active duty in Afghanistan, Travis continues to overcome life’s challenges, breaking physical barriers and defying odds. Travis lives by his motto:

“Never give up. Never quit.”

On April 10, 2012, United States Army Staff Sergeant Travis Mills of the 82nd Airborne was critically injured on his third tour of duty in Afghanistan by an IED (improvised explosive device) while on patrol, losing portions of both legs and both arms. He is one of only five quadruple amputees from the wars in Iraq and Afghanistan to survive his injuries.

Thanks to his amazing strength, courage, an incredible will to live, the heroic actions of the men in his unit, the prayers of thousands, and all the healthcare providers at the Walter Reed Army Medical Center, near Washington D.C., Travis remains on the road to recovery. Every day is a battle, but Travis continues to astound friends and family alike with his progress and with his amazing spirit.

In September 2013, Travis and his wife Kelsey founded the Travis Mills Foundation, a nonprofit organization, formed to benefit and assist post 9/11 veterans who have been injured in active duty or as a result of their service to our nation. The veteran and their families receive an all-inclusive, all-expenses paid, barrier-free vacation to Maine where they participate in adaptive activities, bond with other veteran families, and enjoy much-needed rest and relaxation in Maine’s great outdoors.

The Travis Mills Group LLC was started shortly after, where Travis consults with and speaks to companies and organizations nationwide inspiring all to overcome life’s challenges and adversity.

Travis’s story has been featured on local and national news including Fox News’ Happening Now with Jenna Lee, The O’Reilly Factor with Bill O’Reilly, CNN with Barbara Starr, and The Ellen DeGeneres Show.

© 2023 Ro Morrison & Assoc.