Speakers

Ideas worth sharing.

From Schwab standouts to bestselling authors with game-changing ideas, get ready for world-class speakers ready to share insights that make a difference for your firm.

Victor J. Glover Jr., Astronaut and Artemis II Pilot

Victor J. Glover Jr.

Astronaut and Artemis II Pilot

Read bio

Jeremy Hansen

Artemis II Astronaut

Read bio

Rick Wurster, President and Chief Executive Officer, The Charles Schwab Corporation

Rick Wurster

President and Chief Executive Officer, The Charles Schwab Corporation

Read bio

Liz Ann Sonders, Chief Investment Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Liz Ann Sonders

Chief Investment Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Read bio

Kevin Gordon, Head of Macro Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Kevin Gordon

Head of Macro Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Read bio

Jon Beatty, Head of Schwab Advisor Services™, Charles Schwab & Co., Inc.

Jon Beatty

Head of Schwab Advisor Services™, Charles Schwab & Co., Inc.

Read bio

Angela Duckworth, Professor, Psychologist, and Popular Science Author

Angela Duckworth

Professor, Psychologist, and Popular Science Author

Read bio

James Clear, #1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker, and Founder of Habits Academy

James Clear

#1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker, and Founder of Habits Academy

Read bio

Michael Townsend, Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

Michael Townsend

Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

Read bio

Adam Moseley, Director, Artificial Intelligence Consulting Business Consulting and Education, Schwab Advisor Services™, Charles Schwab & Co., Inc.

Adam Moseley

Director, Artificial Intelligence Consulting, Business Consulting and Education, Schwab Advisor Services™, Charles Schwab & Co., Inc.

Read bio

Malika Andrews, Emmy-winning sports journalist and reporter for ESPN

Moderator

Malika Andrews

Emmy-winning sports journalist and reporter for ESPN

Read bio

Andre Agassi, Author, Philanthropist, Education Advocate, and Former #1-Ranked Tennis Player and Multi Grand Slam Champion

Andre Agassi

Author, Philanthropist, Education Advocate, and Former #1-Ranked Tennis Player and Multi Grand Slam Champion

Read bio

Collin Martin, Head of Fixed Income Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Collin Martin

Head of Fixed Income Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Read bio

Jeremy Utley, Award-Winning Teacher, Podcaster, and Author

Jeremy Utley

Award-Winning Teacher, Podcaster, and Author

Read bio

Session Catalog

Browse the full lineup.

From the main stage to sessions in The Exchange, there’s something to learn and an idea to put into action everywhere at IMPACT. Keep checking back! We add valuable content right up to the start of IMPACT.

View session catalog

Victor J. Glover Jr.

Astronaut and Artemis II Pilot

Victor Glover is the Cal Poly Executive Advisor, a former NASA Astronaut and retired U.S. Navy Captain. He was selected as an astronaut in 2013 while serving as a Legislative Fellow in the U.S. Senate. He piloted the Crew-1 Dragon spacecraft, callsign Resilience, to the International Space Station where he was a Flight Engineer for Expedition 64/65. Glover piloted NASA’s Artemis II mission to and from the Moon. The crew launched on NASA’s Space Launch System rocket, inside the Orion spacecraft, callsign Integrity, completing a nearly 10-day journey that took the crew 252,756 miles from Earth. Glover spent a total of 178 days in space, completing 4 spacewalks, and several scientific, maintenance, and outreach activities.

Glover was a Naval Aviator and was a test pilot in the F/A‐18 Hornet, Super Hornet and EA‐18G Growler and has flown over 45 aircraft accumulating over 4000 hours. He has been awarded the Defense Superior Service Medal, Navy Commendation Medal, two Navy and Marine Corps Achievement Medals, NASA Distinguished Service Medal, and NASA Space Exploration Medal.

Victor and Dionna are the proud parents of four daughters. A native Californian Glover received his Bachelor of Science in General Engineering from California Polytechnic State University, his Master of Science in Flight Test Engineering and a Master of Military Operational Art and Science from Air University, and his Master of Science in Systems Engineering from the Naval Postgraduate School. Victor Glover has also been awarded honorary Doctor of Science degrees from California Polytechnic State University and Howard University.

Jeremy Hansen

Artemis II Astronaut

On April 10, 2026, Colonel Jeremy Hansen splashed down in the Pacific Ocean after a historic mission to deep space that saw him travel farther from Earth than any human before him. The Artemis II mission was a defining moment for space exploration—marking the first time in more than 50 years that humans flew to the Moon. Today Hansen, a decorated fighter pilot and astronaut, brings that experience to stages around the world, delivering a message that is equal parts awe-inspiring and actionable. He translates one of humanity’s greatest achievements into a powerful framework for leaders and teams ready to pursue their own audacious goals.

Hansen’s path to the Moon began at age 12 with the Royal Canadian Air Cadets, a program he credits with instilling the discipline and self-confidence that shaped everything that followed. By 17 he had earned his private pilot’s license and just one year later joined the military, beginning his university studies and training at the Royal Military College Saint-Jean in 1994. By his late twenties, he was flying CF-18 Hornets on North American Aerospace Defense Command operations in the Arctic. And in 2009, he was one of just two Canadians selected in the Canadian Space Agency (CSA) national astronaut recruitment campaign.

After completing training in 2011, Hansen began working at NASA’s Johnson Space Center in Houston on assignment with the CSA. He served as a Mission Control capsule communicator—the critical voice between the ground and the International Space Station—while taking on increasingly senior roles within the astronaut corps. He trained underwater at NASA’s Aquarius habitat off the Florida coast, lived underground for six days in Sardinian caves as part of the European Space Agency’s CAVES program, and by 2017 was leading NASA’s astronaut training class—the first Canadian to do so.

In 2023 Hansen was assigned to Artemis II. Alongside crewmates Reid Wiseman, Victor Glover, and Christina Koch, he traveled more than 683,508 miles, surpassing the distance record from Earth previously held by the crew of Apollo 13. Hansen made history as the first Canadian—and the first non-American—to travel to the Moon.

In recognition of his remarkable career, Hansen has been awarded the Gold Medal of the Royal Canadian Geographical Society, the Queen Elizabeth II Diamond Jubilee Medal, and numerous military honors—a record that reflects decades of excellence.

Hansen earned a bachelor of science in space science with first-class honors and a master of science in physics, both from the Royal Military College of Canada in Kingston.

Rick Wurster

President and Chief Executive Officer, The Charles Schwab Corporation

Rick 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.

Rick leads a workforce of approximately 33,500 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:

$12.61 trillion in client assets
39.3 million client brokerage accounts, 2.3 million bank accounts, and 5.9 million workplace plan participant accounts
Over 16,000 independent investment advisors

Previously, Rick 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, Rick held leadership roles at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and an Associate Principal.

Rick earned an MBA from Dartmouth College and a bachelor’s degree 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.

Liz Ann Sonders

Chief Investment Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Liz Ann has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.

Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo Finance, Fox Business News, and the Schwab Network. Barron’s has named her to its “100 Most Influential Women in Finance” every year since the list’s inception, and Investment Advisor has included her on the “IA 25,” its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named “Best Market Strategist” by Kiplinger’s Personal Finance and one of SmartMoney magazine’s “Power 30.” Liz Ann has also been named to Forbes’ 50 Over 50.

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. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware.

Kevin Gordon

Head of Macro Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Kevin 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 holds a B.A. in Economics and Political Science from Pepperdine University and an MBA in Finance and Economics from New York University’s Stern School of Business.

Jon Beatty

Head of Schwab Advisor Services™, Charles Schwab & Co., Inc.

Jon is a member of Charles Schwab’s Executive Council. As 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.

Angela Duckworth

Professor, Psychologist, and Popular Science Author

Angela Duckworth is the Rosa Lee and Egbert Chang Professor at the University of Pennsylvania, where she studies grit and self-control. A 2013 MacArthur Fellow, Ms. Duckworth has advised the World Bank Group, NBA and NFL teams, and Fortune 500 chief executives.

Prior to her career in research, she founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Ms. Duckworth completed her undergraduate degree in advanced studies neurobiology at Harvard University, graduating magna cum laude. With the support of a Marshall Scholarship, she completed a master of science with distinction in neuroscience from the University of Oxford. She completed her doctorate in psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania. Her first book, Grit: The Power of Passion and Perseverance, is a No. 1 New York Times bestseller; her TED Talk by the same name is among the most viewed of all time.

James Clear

#1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker, and Founder of Habits Academy

James Clear is a writer and keynote speaker focused on habits, decision making, and continuous improvement. His book, Atomic Habits, has sold over 25 million copies worldwide, has been translated into more than 60 languages and was the #1 best-selling book of 2021 and 2023 on Amazon and #1 audiobook on Audible. Clear is a regular speaker at Fortune 500 companies and his work has been featured in publications such as Time magazine, the New York Times, the Wall Street Journal and on CBS This Morning and Today Show Australia. He is a MasterClass instructor, alongside the world’s top experts such as Serena Williams, Neil Gaiman and Gordon Ramsay. For the third year in a row, James is in the top 5 most watched MasterClass grouping. His popular “3-2-1” email newsletter is sent out each week to more than 3 million subscribers.

James doesn’t merely report the research of others. He tries out the concepts for himself as he experiments with building better habits as an entrepreneur, writer, and weightlifter. In the end, his talks end up being one-part storytelling, one-part academic research, and one-part personal experiment, forming a colorful blend of inspirational stories, academic science, and hard-earned wisdom.

Michael Townsend

Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

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.

Adam Moseley

Director, Artificial Intelligence Consulting, Business Consulting and Education, Schwab Advisor Services™, Charles Schwab & Co., Inc.

Adam Moseley, Schwab’s Director of Artificial Intelligence Consulting, brings a practical, advisor focused perspective on how AI is transforming the RIA landscape. In this interactive session, he’ll share how firms are applying AI today to drive growth, improve efficiency, and enhance the client experience—along with what’s on the horizon and how to take meaningful first steps.

Moderator

Malika Andrews

Emmy-winning sports journalist and reporter for ESPN

Malika Andrews is an National Basketball Association (NBA) reporter, whose work appears across ESPN.com, SportsCenter, and ESPN Radio. Ms. Andrews made her debut as a sideline reporter during the 2019–2020 season at the ESPN World of Sports Complex in Florida, serving throughout the NBA Playoffs as one of the youngest sideline reporters ever for a Conference finals telecast. She was one of the first reporters on the ground to report from the NBA’s temporary Florida campus after the league’s decision to resume the season following a four-month hiatus due to COVID-19.

Prior to joining ESPN in October 2018, Ms. Andrews worked for one year as a reporter for the Chicago Tribune. Prior to that she worked for a year as a James Reston Reporting Fellow in the sports department at The New York Times.

Highlights from her newspaper career include traveling to Lake Tahoe as part of a team of journalists who reconstructed the events between Donald Trump and Stormy Daniels. She also reported on the impact of the Sonoma County wildfires on the equine industry during fall 2017. Additionally, she has covered a Super Bowl and explored how the Larry Nassar sexual assault case affected children’s gymnastics.

A native of Oakland, CA, Ms. Andrews attended the University of Portland, where she served as editor-in-chief of The Beacon, the university’s student newspaper, later earning a bachelor of arts degree with honors. She has received awards from the Society of Professional Journalists, the National Association of Black Journalists, and the Columbia Scholastic Press Association. In 2016 she won the Best Writer Award among Oregon college students.

Ms. Andrews is a member of the National Association of Black Journalists and sits on its Sports Task Force Scholarship Committee.

Andre Agassi

Author, Philanthropist, Education Advocate, and Former #1-Ranked Tennis Player and Multi Grand Slam Champion

Andre Agassi’s journey is one of relentless excellence, reinvention, and purpose. Turning professional at just 16, he rose to become one of the most accomplished tennis players in history, winning 60 singles titles over a 20 year career, including eight Grand Slam championships. A former World No. 1, Agassi is one of only 4 players to win all four Majors and an Olympic gold medal in singles, joining Rafael Nadal, Novak Djokovic, and his wife, Stefanie Graf. Agassi also was a member of multiple Davis Cup championship teams and was inducted into the International Tennis Hall of Fame in 2011.

Beyond the court, Agassi has used his platform to help others. In 1994, he founded the Andre Agassi Foundation for Education, driven by a deep commitment to his hometown of Las Vegas and to underserved children nationwide. The Foundation’s work led to the creation of the Andre Agassi College Preparatory Academy, a tuition free K–12 public charter school that became a national model for academic excellence and college readiness.

Since retiring from professional tennis in 2006, Agassi has expanded his impact as an education reform advocate, entrepreneur, and philanthropist. Through initiatives like the Turner Agassi Charter School Facilities Fund—which has helped open more than 120 schools serving over 100,000 students. In recent years Agassi has turned his focus to growing racket sports through Agassi Sports Entertainment. He has invested in pickleball, padel, and has gotten back on the tennis court playing exhibitions at the USOPEN and Australian Open. Agassi also recently announced his multi episode docuseries project with Apple TV. He lives in Las Vegas with his wife, tennis legend and philanthropist Stefanie Graf and their two children, Jaden and Jaz.

Collin Martin

Head of Fixed Income Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Collin is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets. Collin is a frequent guest on Bloomberg TV and Yahoo Finance, as well as numerous podcasts, and has been widely quoted in financial publications including The Wall Street Journal, MarketWatch, Barron’s and Reuters.

Prior to joining Schwab in 2012, Collin was a fixed income strategist with Morgan Stanley Smith Barney, where he published fixed income model portfolios for individual investors and contributed to monthly fixed income strategy publications. He holds a B.A. in Finance from St. Joseph’s University. He is a Chartered Financial Analyst (CFA) charterholder.

Jeremy Utley

Award-Winning Teacher, Podcaster, and Author

Jeremy Utley transforms how individuals and organizations unlock the combined power of human creativity and artificial intelligence (AI). An instructor at Stanford Online—where he’s earned multiple “favorite professor” distinctions—and Harvard’s Division of Continuing Education, Mr. Utley is a Thinkers50 Top Ten Innovation Leader whose dynamic approach to teaching, research, and advisory work makes him a trusted guide for leaders navigating the AI era.

His bestselling book Ideaflow: The Only Business Metric That Matters has been translated into more than 10 languages, earning acclaim as a foundational guide to innovation. His top 1% podcast, Beyond the Prompt: How to Use AI in Your Company, explores practical strategies for leveraging AI as a thought partner, empowering professionals to tackle complex challenges with confidence. AI for Work, his latest course, has already equipped thousands of professionals across 70 countries to integrate generative AI into their daily workflows.

Mr. Utley is a self-described “recovering spreadsheet enthusiast,” and his transformation from finance to design underscores his belief that creativity is a learnable skill—one that he now empowers leaders to cultivate through AI-enhanced innovation. Leadership teams and CEOs regularly seek his counsel to drive innovation strategy and integrate AI, resulting in measurable business transformation. Over the past 15 years, he has taught more than a million students worldwide, helping organizations foster cultures of innovation and AI fluency.

Known for his sharp insights and approachable humor, Mr. Utley delivers keynotes that are transformative learning experiences, bridging cutting-edge research with actionable takeaways. His insights have been featured on National Public Radio and in the Wall Street Journal, Harvard Business Review, Financial Times, and numerous other prestigious media outlets.

Mr. Utley holds an MBA from Stanford Graduate School of Business, where he graduated with distinction as an Arjay Miller Scholar (top 10%), and a BBA in finance with honors from the University of Texas at Austin. He is also a general partner at Freespin Capital, bringing his expertise to early-stage technology investments. His newest book, The Human Advantage: What AI Can’t Do Without You, will be published November 10.

Hello there.

Questions?

We’re eager to help.