Throughout his 30-year career, Matt has been singularly focused on helping investors retire with confidence. As President of Income America—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security. 

A prolific speaker and panelist, Matt has spoken at dozens of industry events, including the NAPA 401k Summit, the Alliance for Lifetime Income Summit, the Investment News Retirement Income Conference, the CFA Society PORTFOLIO Conference, AFS 401(k) Retirement Services Employee Benefits Symposium, SS&C Deliver, and the Advisor2X Wealth@Wor(k) conference. With more than 30,000 followers on LinkedIn and Twitter combined, Matt shares his thought leadership on everything from guaranteed income to proposed legislation to fintech trends that impact how Americans plan and save for retirement. 

A board advisor for Prime Capital Investment Advisors, Matt previously served as president of Fi360 until its acquisition by Broadridge in 2020. He also served as the executive business leader of Morningstar's Global Advisor and Wealth Solutions unit, the company's largest operating segment, where he was responsible for executing strategy and driving top-line revenue.

Passionate about fiduciary standards of excellence, Matt is an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA). 

To learn more about Income America, please visit www.incomeamerica.com. 

To learn more about Matt, please visit https://www.linkedin.com/in/matthewwolniewicz or https://twitter.com/mwalno 

Lindsay is a human resources (HR) professional who is passionate about all things data, people, and culture. She holds the Certified Human Resources Professional (CHRP) designation and currently works as the Director of People and Culture at Cardata where she has helped to build out the HR function from the ground up, working with executive leaders across the organization to shape compensation, recruitment, performance, and development programming. Throughout her experiences, she has helped leverage the vast amount of data available to inform and shape people programs and practices. She loves helping others learn, and currently holds teaching roles at both George Brown and York University in their continuing education department. 

Pankaj, also known as Romy, brings more than 25 years of experience in enterprise software design and development to Pulpstream. As a serial entrepreneur, his business-critical solutions are used by some of the world’s largest enterprises, including Cisco, Hewlett-Packard, Randstad, Software AG, and AT&T.

Before Pulpstream, Pankaj was the founder and CEO of LongJump, one of the first Platform as a Service offering. Under his guidance, LongJump was acquired by Software AG for $35 million. Subsequently, he led Software AG’s cloud initiatives as general manager of Agile Apps.

Pankaj holds 2 patents in object modeling for network policy management and policy-based network architecture. He earned his degree in computer science and engineering from the G.S. Institute of Technology and Science.

His business philosophy centers on empathizing with customers to build powerful solutions that relieve their pains. He is committed to delighting his customers and making them successful, which is a value he shares with his team.
 

Dan Irvin is a high-energy, fun-loving leader, consultant, motivator, and public speaker whose valuable insights and relatable stories of success and passion consistently set up entrepreneurs and employees across the nation for personal and professional growth.

As a former CEO and COO, Dan helps leaders remove distractions so that they can lead intentional, fulfilled, and meaningful lives. His popular presentations and trainings offer structure, fun, and best practices that are both thought-provoking and buck the age-old mentality of “this is how it’s always been done.” Too often, we become uber-focused on “being busy” and ultimately lose sight of our goals. Dan’s thoughts and ideas get you back on track.

Dan’s message will have you laugh and cheer, and his personality will convince you to stop taking life so seriously. His fanbase is growing, but his biggest fans continue to be his wife and three children.

For more information, visit danirvin.com.

As a PreSales Director, I lead a team of consultants who focus on demonstrating ADP’s global human capital solutions to complex enterprise prospects and clients. Focused on collaboration and sales excellence, I partner with Sales Leaders to drive over-plan performance and develop associate vitality. I've managed cross-region and region-wide initiatives, led book clubs on pre-sales effectiveness, and developed solution demonstrations for strategic analyst presentations.  Prior to my role as Director of Global PreSales Consultants at ADP, I held HR leadership positions responsible for managing and integrating recruitment, staffing, benefits, compensation, and HR technology solutions.

Dr. Sean Wall-Carty holds a PhD in Human Resources Management from North Central University. He also earned an MBA in Human Resources Management, a bachelor’s degree in business management, and an associate degree in business all from the University of Phoenix. His prior experience includes graduate level college teaching, leadership seminars, training classes, and consulting. His corporate experience includes a blend of supporting the human resources functions for profit retail businesses, children focused non-profit missions, and local government leadership. During his off-time Dr. Wall-Carty supports his town as Town Councilman, Police Commissioner, and recently served as Deputy Town Supervisor for two years. Additionally, he completed his service as Vice President of his town’s School Board after 6 years and is one of the Commissioners for the County Division of Human Rights. His personal mission is to provide guidance and support in every interaction with optimism and clarity for positive outcomes.

John N Just, Ed.D. is the Chief Learning Officer at KnowBe4 where he leads teams from around the globe that consistently win awards and industry accolades for the best online training in the industry. He has educated millions of learners via eLearning around the world on compliance and security topics. He earned a bachelor’s degree from Pennsylvania State University, a master’s degree in instructional technology from the University of South Florida, and a doctorate in instructional technology & distance education from Nova Southeastern University.

David Feinberg, SVP of Risk & Insurance

As SVP of Risk & Insurance at Justworks, David manages a cross-functional team, ensuring delivery of small business customers’ health insurance, workers compensation, and other benefits in compliance with regulation across all 50 U.S. states.

Prior to joining Justworks, David covered legacy PEOs as an equity research analyst for Goldman Sachs and Morgan Stanley. After learning the ins and outs of the PEO industry in this context, David pivoted to the startup world, first at WellNet, and then to Justworks. Throughout his tenure at Justworks, David has stewarded partner relationships to expand and enhance the benefits options - health insurance, mental health, fertility, fitness, financial - for Justworks’ customers. David serves as Vice Chair of NAPEO (The National Association of Professional Employer Organizations). 

David holds a Bachelor’s Degree from Duke University and an MBA from Columbia University. He lives in Connecticut.
 

Charlotte Smith has been in and around healthcare her entire life. Growing up with a physician mother, she seamlessly integrated herself into the world of patient care and insurance during her formative years. A graduate in biology from Texas A&M, Charlotte pivoted into the pharmaceutical sales arena, where she honed her understanding of the intricacies of how medications are covered, how physicians chose to prescribe, and the best way to have fancy dinners for free.

Her professional trajectory reached new heights at UnitedHealth Group, where Charlotte gained a comprehensive understanding of employee benefits. While at UHG, Charlotte specialized in prediabetes, diabetes, and weight loss solutions, she went on to navigate the challenges of three successful startups before finding her current role as the Director of Partnerships at Take Command. In this role, Charlotte serves as a catalyst in the benefits consulting realm, equipping brokers and consultants with the knowledge to introduce innovative tools such as Individual Coverage HRAs to their clients.

Charlotte lives outside of Dallas, TX with her husband, three daughters, and new kitten, Romeo.

Erin Casey is the Senior Vice President of Platform Partnerships. In this role, she is accountable for the third-party technology strategy for both Unum and Colonial Life brands specifically focused on driving growth, efficiency, and customer satisfaction through market leading solutions such as HR Connect and Gathr. Prior to joining Unum in 2022, Erin spent 20 years at Guardian Insurance in a variety of leadership roles and most recently led their strategic partnership team, accelerating their market connectivity with benefits technology firms.