Kasley Killam is a leading expert on social health and the author of The Art and Science of Connection: Why Social Health Is the Missing Key to Living Longer, Healthier, and Happier. Dedicated to improving well-being through the power of human connection, she partners with teams across industries as an advisor. A keynote speaker on social health, connection, and loneliness at TED, Google, and Stanford, she also delivered the SXSW 2025 opening keynote and the WIRED Health 2025 closing keynote.

She has collaborated with the U.S. government, the Aspen Institute, and AARP to help build socially healthy products, workplaces, and communities. An Impact Fellow at the University of California, Berkeley School of Public Health, she also serves on the board of directors for the Community Living Campaign and the Scientific Advisory Board for Only7Seconds. In 2020 she founded Social Health Labs, a national nonprofit. She led a nationwide community engagement strategy for Verily (formerly Google Life Sciences), conducted research on positive psychology at the University of Pennsylvania, and launched an initiative to promote empathy and kindness that won an award at Stanford University.

Kasley is an influential public voice and a prolific writer whose insights are regularly featured in major media outlets, including the New York Times, Globe and Mail, Washington Post, Boston Globe, Guardian, Forbes, NPR, CNBC, Scientific American, Fortune, Health Affairs, Vox, WIRED, and Psychology Today. She also pens the popular Substack newsletter Social Health with Kasley Killam.

In 2024 she received the Healthy Campus Initiative Eudaimonia Award from the University of California, Los Angeles and was named one of 100 Women to Know in America by J.P. Morgan Chase in 2025. She is an Aspen Institute Health Fellow, a World Economic Forum Global Shaper, an Encore Public Voices Fellow, a Columbia University Age Boom Fellow, and a Mind & Life Institute Visiting Scholar.

Kasley holds a master’s degree from the Harvard T.H. Chan School of Public Health and a bachelor’s degree in psychology from Queen’s University in Canada.

Jon is a member of Charles Schwab’s Executive Council. As Managing Director and Head of Schwab Advisor Services, he oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $4.7 trillion in assets under management.

Schwab Advisor Services provides RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

You likely won’t meet anyone more passionate about helping independent advisors succeed than Jon. He joined Schwab 28 years ago and has been a member of the Advisor Services leadership team for 16 years. Jon has dedicated his career to working with RIAs and loves to hear from clients and prospects on how Schwab can best meet their needs.

Jon has a bachelor's degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations.

Kevin Gordon serves as Schwab’s Head of Macro Research and Strategy. He oversees macroeconomic research and works closely with the company’s asset class strategists, researchers, and trading team to generate insights on the economy and markets for clients. In addition to providing analysis on global macro developments, he helps develop deep-dive projects as well as content for Schwab’s public website, internal business partners, and social media outlets.

Kevin is a frequent guest on CNBC, Bloomberg TV, and Yahoo Finance, and is often quoted in Bloomberg, the Financial Times, The Wall Street Journal, CNN, and MarketWatch.

In 2019, Kevin joined Schwab as the research associate to the company’s Chief Investment Strategist, Liz Ann Sonders. Prior to that, he gained experience in asset allocation research at an investment advisory firm, and worked for a U.S. senator in Washington, D.C. He graduated magna cum laude from Pepperdine University, where he co-managed a student-run investment fund and co-authored academic publications on politics and the economy. He holds an MBA in Finance and Economics from New York University’s Stern School of Business and a B.A. in Economics and Political Science from Pepperdine University.

Kevin is a member of the President’s Advisory Council for Almost Home Kids affiliated with Ann & Robert H. Lurie Children’s Hospital of Chicago.

Kathy Jones is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab’s On Investing podcast.

Prior to joining Schwab in 2011, Kathy was a fixed income strategist at Morgan Stanley, where she specialized in global macro strategy covering domestic and international bonds and foreign exchange. She has also been a consultant in the alternative investment area and previously served as executive vice president of the Debt Capital Markets division of Prudential Securities.

Kathy has analyzed global bond, foreign currency, and commodity markets extensively throughout her career as an investment analyst and strategist, working with both institutional and retail clients. She makes regular broadcast appearances on Bloomberg TV, Yahoo Finance, and CNBC, and is often quoted by The Wall Street Journal, The New York Times, Financial Times, and Reuters. She holds an MBA in Finance from the Kellogg Graduate School of Management at Northwestern University, and a B.A. with honors in English Literature from Northwestern University.

Rick Wurster has been President and CEO of The Charles Schwab Corporation and a member of its Board of Directors since January 1, 2025. Previously, he served as President for more than three years, overseeing Schwab’s client enterprises, wealth and asset management, Schwab’s Banking and Trust services, technology, and operations.

Wurster leads a workforce of approximately 32,100 employees, with headquarters in Westlake, Texas, and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore, and Puerto Rico.

As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:

• $10.35 trillion in client assets
• 37.4 million client brokerage accounts, 2.1 million bank accounts, and 5.6 million workplace plan participant accounts
• ~ 15,000 independent investment advisors

Previously, Wurster served as head of Schwab Asset Management Solutions where he led money management and portfolio advice solutions, wealth management services, financial research, and market insights.

Before joining Schwab in early 2016, Wurster held leadership roles at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and an Associate Principal.

Wurster earned a Master of Business Administration from The Tuck School of Business at Dartmouth College and a Bachelor of Science in economics from Villanova University where he graduated magna cum laude and was Captain of the golf team. He holds both the Chartered Financial Analyst^® (CFA) and Chartered Market Technician^® (CMT) designations. He also serves on the Board of Governors for First Tee.

Simon Sinek advances a vision of the world in which the vast majority of people wake up every morning inspired, feel safe wherever they are, and are fulfilled by their work. An ethnographer, he is fascinated by the people and organizations that have the greatest and longest-lasting impact on the world. He has discovered some remarkable patterns about how people think, act, and communicate and the environments in which they operate at their natural best. He has devoted his life to sharing his ideas to help leaders and organizations inspire action.

Mr. Sinek is the author of several best-selling books, including Start with Why: How Great Leaders Inspire Everyone to Take Action; Leaders Eat Last: Why Some Teams Pull Together and Others Don’t; Together Is Better: A Little Book of Inspiration; Find Your Why: A Practical Guide for Discovering Purpose for You and Your Team; and The Infinite Game.

He popularized the concept of “Why”, which he described in his first TED Talk in 2009, the third most watched TED Talk of all time. His YouTube discussion of millennials in the workplace had more than 80 million views in its first week and has been viewed hundreds of millions of times in total. Mr. Sinek’s unconventional and innovative ideas on business and leadership have attracted international attention.

Mr. Sinek has been invited to meet with a broad array of leaders and organizations in many industries and has shared his concepts with U.S. government agencies and senior military leaders. He is founder/CEO of The Optimism Company, host of the A Bit of Optimism podcast and founder of The Curve, a non-profit dedicated to police reform.

As Chief Investment Strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities spanning from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab’s clients. The output of Liz Ann’s work is via written reports, audio and video recordings, webcasts and social media. She is the cohost of the On Investing podcast and a regular contributor to Schwab’s publications and a keynote speaker at many Schwab client events and external conferences.

In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She is a regular guest on Bloomberg TV & Radio, CNBC, CNN, Yahoo! Finance, Fox Business News and the Schwab Network. She was a regular panelist and guest host on PBS’s original Wall $treet Week With Louis Rukeyser and is a frequent guest on Bloomberg Wall Street Week. Liz Ann is a column contributor to the Financial Times; and is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, Financial Times, MarketWatch and Associated Press articles.

Liz Ann has been named to the “Power 30” by SmartMoney; best strategist of the year by Kiplinger; one of the “25 Most Powerful Women in Finance” by American Banker; among the “50 Top Women in Wealth” by AdvisorOne; and one of the “IA 25” by Investment Advisor, their list of the 25 most important people in the financial advisory profession. She has been named to Barron’s Magazine “100 Most Influential Women in Finance” every year since the list’s inception; and recently was named to Forbes’ 50 Over 50.

In 2005, Liz Ann was appointed to and served on the President’s Advisory Panel on Federal Tax Reform, President Bush’s bi-partisan tax reform commission. In 2008 Liz Ann was honored by the Girl Scouts of New York as an “Exceptional Role Model for Young Women.” From 2007 through 2019 Liz Ann served on the national and CT chapter boards of directors for the Make-A-Wish Foundation. In 2020, she joined the board of trustees of the Nantucket Boys & Girls Club, where she serves as Vice Chair.

Liz Ann received her B.A. in economics and political science from the University of Delaware and has served on its Investment Visiting Committee since 2000. In 2013 Liz Ann was inducted onto the University’s “Alumni Wall of Fame” and gave the Winter Commencement Address in 2014 for which she received an honorary doctorate degree. She received her M.B.A. in finance from Fordham University’s Gabelli School of Business.

X (formerly Twitter): @lizannsonders

LinkedIn: linkedin.com/in/lizannsonders

Michael is Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers.

Michael is the host of Schwab’s WashingtonWise podcast, which explores the intersection between policy, politics, the markets, and the economy. He is a featured speaker at dozens of employee, client, adviser, and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. He holds an M.A. in English from George Mason University and a B.A. in English from Bowdoin College.

Greg McKeown is the father of the contemporary version of Essentialism, a philosophical approach to life. He is the author of two New York Times bestsellers, Essentialism: The Disciplined Pursuit of Less and Effortless: Make It Easier to Do What Matters Most, which together have sold 2 million copies in 37 languages.

Mr. McKeown is one of the most sought-after speakers in the world. He has addressed more than 500 companies in over 40 countries. Past clients include Apple, Google, Microsoft, and Nike. He is the host of The Greg McKeown Podcast, which has been ranked among the top five self-improvement podcasts and the top 10 educational podcasts on the Apple^® platform. His work has been featured in such print media as The New Yorker, The New York Times, Time, Fast Company, Fortune, Politico, and Harvard Business Review, as well as on NBC, NPR, and FOX. He has appeared several times on The Steve Harvey Show.

Originally from London, England, Mr. McKeown has a master of business administration degree from Stanford University and is carrying out doctoral research at the University of Cambridge. He lives in England with his wife and their four children.

Will Guidara is the author of the national bestseller Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect, which chronicles the lessons in service and leadership that he has learned over the course of his career in restaurants. He is the former co-owner of Eleven Madison Park, which under his leadership received three Michelin stars and four stars from The New York Times. In 2017 it was no. 1 on the William Reed list of the World’s 50 Best Restaurants.

Mr. Guidara is the host of the Welcome Conference, an annual hospitality symposium that brings together like-minded people to share ideas, inspire one another, and connect to form community. A graduate of the hospitality school at Cornell University, he has co-authored four cookbooks, made the Crain’s New York Business 40 Under 40 list, and received a WSJ Magazine Innovator Award.

Tom is the Chief Client Officer of Schwab Advisor Services. He oversees relationship management and business development for Schwab’s business that serves more than 16,000 independent advisory firms that trust Schwab with over $4.7 trillion in assets under management.

Schwab Advisor Services provides RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

Tom has spent his career working alongside RIAs of every size and specialty and has led teams in the independent space for nearly 40 years. Tom is a huge advocate for RIAs. He loves independence and helping advisors find their path and make their mark.

Tom joined Schwab five years ago and led the integration of Ameritrade Institutional into Schwab Advisor Services. Prior to joining Schwab, he spent over three decades with Ameritrade.

Tom earned his Bachelor of Science degree in business administration from the University of Richmond. He holds Series 4, 7, 8, 24, 53, 63 and 65 securities licenses. Tom completed executive education courses at The Wharton School of Business, including the Securities Industry Institute program.

Brad Losson is the Head of Enterprise Solutions, where he leads Schwab Advisor Services growth-focused solutions for the full spectrum of RIAs. From supporting advisors who are starting their independence journey to deepening relationships with large, enterprise clients reaching new levels of sophistication and scale, Brad and his team guide the development and implementation of a holistic platform offer designed to support advisors at every stage of their journey.

Schwab Advisor Services provides more than 16,000 independent RIAs with more than $4.7 trillion in assets under management with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

A 27-year Schwab veteran, and a member of the Schwab Advisor Services Leadership Team, Brad started his career working with RIAs in Southern California. That hands-on experience continues to shape his approach today. He understands that no two firms are alike, and he’s passionate about delivering solutions built around every firm’s unique needs.

Brad earned his Bachelor of Arts in Business Economics from UC Santa Barbara.

John Tovar leads Advisor Wealth Services at Schwab Advisor Services, where he is responsible for delivering relationship-driven support to over 16,000 Independent Registered Investment Advisors (RIAs) that custody assets with Charles Schwab. His team offers a comprehensive suite of services, including primary service, specialized solutions for alternative investments, advisor platform support, cost basis management, Alliance, workflow solutions, and a robust trading services platform.

Since joining the company in 1992, Tovar has held several senior roles. Prior to his current position, he led Wealth Management Services for TD Ameritrade Institutional, overseeing trading services, client relationships, technology support, and retirement plan services for over 8,000 RIAs. He also managed TD Ameritrade’s self-directed brokerage business.

Based in Westlake, Texas, Tovar holds an extensive range of industry licenses, including Series 3, 4, 7, 8, 24, 53, 63, and 65. He has completed the Securities Industry Institute program at the Wharton School of Business and the Executive Program for Growing Companies at Stanford Graduate School of Business. Additionally, he is a Lean Six Sigma Green Belt and holds the Accredited Investment Fiduciary (AIF^®) designation from the Center for Fiduciary Studies.

Jalina Kerr is the Managing Director of Client Experience for Schwab Advisor Services. Kerr’s team shapes the constantly evolving client experience with progressive technical and human resources designed to support the custody needs of a diverse advisor base.

Kerr began her career at Schwab in 1994 on the Advisor Services trading desk. During her tenure at Schwab, Kerr has held roles in client service delivery, operations, advisors in transition, strategy, and technology.

In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Kerr also serves on the Board of the Arizona Women’s Leadership Forum.

Kerr holds a bachelor’s degree in communications and her Series 7, 9, 10, 24, and 63 registrations.

Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi’s team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives. They also provide insights and tools that help the Advisor Services sales and support teams deliver outstanding client service to independent advisors.

Salvi has worked with fee-based advisors since 2003. Since joining Schwab in 2007, she has held several positions, including Chief of Staff to Bernie Clark, head of Advisor Services.

Salvi holds a bachelor’s degree from the University of California, Los Angeles, and the Series 7 and Series 24 registrations.