Empower. Engage. Explore.
Countdown to Elevate Your Career
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premier wealth & finance speakers
e3 collaborate speakers
August 30 – September 1, 2026
Hyatt Regency Newport Beach
1107 Jamboree Rd | Newport Beach, CA | 92660
Raised in a single-parent home, Marques was taught early on the values of resilience, accountability, and fairness. He carried those lessons with him to Howard University, where he played Division I football, and eventually to the NFL, where he spent five seasons as an offensive lineman with the Titans, Bills, Ravens, and Jaguars.
Even during his football career, Marques was passionate about mentoring others—training athletes overseas and helping them grow both physically and mentally. That same drive to serve and elevate others is what powers his work today.
Through Ogden Ventures, Marques delivers inspirational keynote speeches and provides executive-level coaching and consulting for leaders and organizations across industries—especially finance, insurance, mortgage, real estate, and technology. At the heart of everything he does is one mission: to help people achieve massive breakthroughs by getting real, staying grounded, and taking action.
Richard Dobson, CFP is a career financial advisor and executive; he is on a mission to de-complicate client communications in professional services. He is a frequent industry volunteer, keynote speaker, and the author of Make Simplicity Your Superpower and The Trusted Professional.
Christopher Gandy, LACP, is the Founder of Midwest Legacy Group (OneAmerica) in Lisle, Illinois. After playing professional basketball for the Chicago Bulls, San Antonio Spurs, and L’Hermaine and in Vichy, France, Chris started his first financial services practice in 1999. His focus is individual and corporate life insurance, disability income insurance, investments, tax reduction strategies, retirement income optimization, and pension maximization for his clients.
Prior to being selected to serve on NAIFA’s Board of Trustees in 2020, Gandy was the President of the NAIFA-Chicagoland chapter. He served on NAIFA’s Diversity Task Force and NAIFA 2025 Strategic Planning Committee. His many awards and achievements include: NAIFA’s Diversity Champion, Million Dollar Round Table (Top of the Table and Court of the Table), Massachusetts Mutual Life Insurance Company Impact Award, Management Council, and Leaders Conference Honors.
Gandy has been a highly sought-after main-stage speaker at industry events. He has presented at NAIFA’s National Leadership Conference and Performance + Purpose conference. Numerous national publications have featured him, including Crain’s Chicago Business, GQ, Black Enterprise, African American Career World, InsuranceNewsNet, and a cover feature in Advisor Magazine.
Gandy is active in his community. He previously served on the Board of the National Basketball Retired Players Association (NBARPA) Chicago chapter and spent four years on the board of the SAME Network – Chicago’s RUSH Medical Center’s organization focused on diversity and integration with a S.T.E.M. focus for minority medical students. He serves on the Board of the Urban League, Naperville’s ALIVE youth center, the IAMABEL foundation, and the Chicago Concussion Coalition – an organization dedicated to making amateur sports safer for children. He is part of the United Way’s Young Community Leaders.
Joseph Strazzeri, Esq. is an experienced attorney and counselor for families and business owners, with over 20 years of legal expertise and a background as a former general contractor, land developer, and business owner. He educates wealth advisors and provides strategic counsel through multiple entities, including the Southern California Institute, which fosters collaboration and education, and the Laureate Center for Wealth Advisors, offering advanced training for professionals in the wealth management field. Joe also leads Strazzeri Mancini LLP, where he helps affluent families with tax, estate planning, and business succession, and the Founders Group, which guides business owners through transitions to maximize value. Passionate about helping clients protect their wealth and achieve success, Joe is dedicated to resolving complex issues and empowering others in the wealth management space.
Dr. Daralee Barbera, EdD, CFP® is a renowned leader in financial services, executive coaching and leadership development. She is Co-Principal and President of Diversified Professional Coaching (DPC) LLC, leading a team with over 700 years of collective industry experience. A former Managing Principal at Waddell & Reed, Dr. Barbera brings 34 years of field experience to her roles as an international speaker, author and professor.
At The American College of Financial Services, she serves as Program Director and Chair in Practice Management and Leadership. An award-winning advocate for women in finance, Daralee has been recognized by NAIFA, WIFS and Life Health Pro, and frequently appears in national media and industry publications.
Shari McHugh is a seasoned legislative advocate and partner at McHugh Koepke Padron Government Relations, with over 25 years of experience in government affairs and public relations. She represents a broad portfolio of high-profile clients including the American Beverage Association, NAIFA California, California Credit Union League, and Warner Music Group. Shari has served as Senior Vice President at both the Coalition of California Insurance Professionals (CCIP) and the Professional Insurance Agents (PIA), where she led lobbying efforts, regulatory strategy, grassroots engagement, and public affairs.
Known for her deep connections across California’s political landscape, Shari holds a B.A. in Political Communication and Government from California State University, Sacramento, and is recognized for her longstanding contributions to the insurance and public policy sectors.
David Wood is the Founder and Chief Visionary Officer of Gateway Financial Partners, which he launched in 1994. With decades of experience in the financial services industry, David is recognized as a dynamic leader and innovator dedicated to helping independent advisors grow and thrive. He’s known for identifying strategic opportunities, championing advisors success, and fostering a culture of integrity and innovation.
David is deeply committed to community impact – he serves on the board of Females & Finance, is a signee of the Fearless Pledge, and supports both local and national initiatives. A sought-after speaker, he has presented at numerous industry conferences including the MarketCounsel Summit, Investment New RIA Summit, and the Fearless Investing Summit. His insights are frequently featured in WealthManagement.com, Investment News, and Yahoo Finance. Today, Gateway supports over 170 advisors in 26 states and continues to be a leading force in the independent advisory space.
Derrick Kinney helps people who feel behind with money make more and finally know what to do next.
He built one of America’s top financial firms, grew it to $2.5M in recurring revenue, and sold it for nearly 8 figures.
Today, as America’s Financial Educator, he shares the simple strategies that help people increase their income, build real wealth, and move forward with confidence.
He’s been featured on FOX News, CNBC, Yahoo Finance, CNN, and The Wall Street Journal—and is the bestselling author of Good Money Revolution.
John is an Executive Senior Partner here at Totus Wealth Management, LLC and Totus Insurance Agency, LLC. In his current role, John specializes in Advanced Planning & Design and Insurance Coordination & Design, as well as focusing on the growth and development of the firm as a whole. He supports the Totus community with educational seminars, advanced joint sales work, recruiting, and the development of our financial planning endeavors. What John most enjoys about his work with us is having the freedom and capabilities to design effective, personalized strategies to accomplish clients’ goals in a non-conflicted manner.
Dating back to 1969, John’s professional background in the financial services industry is both extensive and impressive. Over the years, John has demonstrated a commitment to continuous learning and improving in his craft, as is evident in the numerous professional designations he holds, including CFP, CLU, ChFC, CRPC, LUTCF, LACP, and CLTC. John further demonstrates his commitment to education by sharing his knowledge and expertise with others through teaching and training. He is one of the few people in the United States that has taught the entire CFP® certification program, since 1985.
For his outstanding work in the industry, John has been named to the Country Insurance and Financial Services Hall of Fame, recognized as NAIFA Chicagoland Member of the Year and was inducted into their Hall of Fame. John also received the FPA Illinois Chapter Heart of Financial Planning Award and served as a NAIFA National trustee for four years. He is also the current President of the Forum 400.
For over 25 years, Paresh Shah has been a trusted trainer, business & life coach, and strategic consultant to CEO’s, Executives, Military leaders and business-owners seeking to drive simultaneous professional and personal performance.
His positive energy helps clients step into their power and possibilities to maximize growth, navigate challenges and succeed in work and in life.
Paresh’s ability to relate and engage with talent of all backgrounds and ages, makes his breadth of experience accessible and actionable.
His work in over 50 countries across most industry sectors, provides a comprehensive perspective to leverage his clients’ unique depth of expertise.
Paresh blends rigorous analytical business approaches from his Harvard MBA and decades in strategic consulting, with technological savvy, expertise in mindfulness, creativity and spiritual tools and wisdom.
Together, Paresh helps clients drive unprecedented value-creation, team coherence and personal transformation.
Matt Mosich
Matt Mosich is an executive communication and speaker coach who helps leaders transform how they show up in high-pressure conversations — on stage, in investor meetings, and in the media. His work sits at the intersection of storytelling, psychology, and performance, helping senior executives and frontline leaders turn complex ideas into simple, human messages that earn trust and inspire action.
After nearly a decade in wealth management, Matt founded The Mosich Group to follow a conviction he’s held since he was 21: our communication defines our reputation. That belief – simple but often overlooked – still fuels his work with CEOs, founders, and keynote speakers across wealth, banking, and digital assets, helping them lead with clarity, conviction, and calm under pressure.
A frequent speaker on storytelling, executive presence, and the neuroscience of influence, Matt has worked with audiences ranging from emerging leaders to public company executives. His talks challenge leaders to see communication as a competitive advantage – and storytelling as the most underused leadership tool in business today.
Morgan Sheedy
I have witnessed firsthand the detrimental impact of addiction on individuals and their families. This is why I am driven by a strong passion to assist those struggling with this issue and assist them in seeking a path to recovery and a well-rounded life. In January of 2022, my own personal journey of overcoming this challenge began, which has only further motivated me to help others facing similar battles.
I firmly believe that the key to a successful recovery or overcoming any challenge is having a solid foundation. With my Four Point System: Want, Structure, Discipline, and Grace, individuals are able to identify their true desires for a better life, create a structured plan for achieving their goals, maintain the discipline to stick to that plan, and embrace self-forgiveness and grace in the face of setbacks.
My ultimate goal for those struggling with addiction is to help them break free from its hold and achieve a balanced life. I am here to offer my expertise and support every step of the way, and I am confident that with determination and the right tools, anyone can overcome this challenge and live a fulfilling life.
Maryam Rasouli
With over a decade of experience in the life insurance and financial services industry, I help individuals and businesses confidently navigate financial decisions to ensure they have the right protection for their futures. I work closely with families, business owners, doctors, attorneys, and CPAs, creating tailored strategies that safeguard what matters most while providing clarity and confidence in every choice.
I specialize in advanced solutions such as premium financing and complex case structuring, bringing insight and precision to even the most sophisticated financial plans. I am also deeply committed to developing the next generation of agents, mentoring and empowering professionals to grow their skills, build successful practices, and make a meaningful impact in their communities.
My approach combines industry expertise with a personal touch. I believe financial protection is not just about policies; it is about peace of mind, long-term planning, and building relationships based on trust. Whether you are seeking guidance for your family, your business, or your career in financial services, I am here to provide the knowledge, tools, and support you need to make informed decisions and achieve your goals.
Janise Graham
Janise Graham is the President, CEO, and Founder of Leaving In Style and Entrepreneur Insurance Services. With more than 20 years of experience in business, leadership, and sales, she brings extensive expertise to the business legacy and succession planning space. As a business coach, speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms, Janise has helped countless business owners transform and strengthen their enterprises for more than a decade.
Her mission is to empower business owners and entrepreneurs with a comprehensive understanding of long-term business succession planning. Through strategic guidance and planning, she helps safeguard the future of families, businesses, clients, customers, and employees, creating a foundation for lasting success.
Throughout her career, Janise has contributed her expertise to numerous organizations and boards. She currently serves on the Insurance Curriculum Board for the California Department of Insurance and as Vice President of the State Board of the National Association of Insurance and Financial Advisors (NAIFA) California. She also serves on the Board of Directors for AmPac Business Capital. Her leadership experience includes serving as Past President of the National Association of Women Business Owners (NAWBO) and as a member of the President Assembly Steering Committee (PASC).
Janise’s educational background reflects her passion for both business and creativity. She holds a Bachelor’s Degree in Business Administration from California Baptist University, a degree in Fashion Merchandising Business from Brooks College, and a Certification in Executive Women in Leadership from Cornell University. In addition, she is a Certified Exit Planning Advisor (CEPA®), Life and Annuity Certified Professional (LACP®), Certified in Long-Term Care (CLTC®), and holds Life & Health insurance licenses in multiple states.
Rich Coffin
Richard Coffin has over 25 years of experience in the financial services industry, helping families and businesses achieve retirement security and asset protection. As a Partner at CapitalSmith Financial and Insurance Services and Vice President of Membership for NAIFA-California, he is recognized for his leadership, advocacy, and commitment to the profession. In 2023, he was honored with NAIFA’s Q2 Membership Hard Hat Award for his outstanding recruitment efforts across California and beyond.
More speaker announcements coming soon
Registration now open
Standard
$399
Early Bird
$299
Available until July 4th!