December 2, 2021

Keynote speakers include Edward Jones Managing Partner Penny Pennington, Tusk Venture Partners Co-Founder and Managing Partner Bradley Tusk, SoFi Head of Investment Strategy Liz Young and more

CNBC to host virtual event on Wednesday, December 8

ENGLEWOOD CLIFFS, N.J., December 2, 2021– CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit: Vision 2022 taking place virtually on Wednesday, December 8 at 10am ET. The event is sponsored by Alliance for Lifetime Income, iCapital Network, Interactive Brokers, iShares and Nuveen.

The CNBC Financial Advisor Summit convenes forward-thinking financial advisors to hear from industry experts about the state of the markets and learn innovative ways to address the needs of their clients and firms. As 2022 draws near, the event will look ahead to the new year and focus on key investment themes, the ways clients’ needs are changing, and how to face new challenges as the world continues its return to pre-pandemic life. The summit will also celebrate this year’s CNBC FA 100, CNBC’s annual ranked list that recognizes the top advisory firms that are helping clients navigate their financial lives.

CNBC’s Financial Advisor Summit: Vision 2022 agenda addresses the key market themes that will shape the year to come, including the expansion of new tech-driven trends, faster inflation, rising interest rates, and cyber defense. Critical issues for advisors, including changing tax laws and the so-called “Great Wealth Transfer” from Baby Boomers to Millennials, are also on the agenda.

CNBC anchors and reporters will moderate the interviews and content from the program will be featured on CNBC’s Business Day programming and CNBC Digital. “Mad Money” host Jim Cramer will also bring his show to the summit, answering questions from financial advisors and delivering his quick take on hot stocks and sectors to watch in 2022.

The CNBC Financial Advisor Summit speakers include:

Douglas Boneparth, Bone Fide Wealth LLC Founder and President Charles Carmakal, Mandiant Chief Technology Officer Jamil Farshchi, Equifax Chief Information Security Officer  Gilbert Garcia CFA, Garcia Hamilton & Associates Managing Partner Ivory Johnson, Delancey Wealth Management Founder Stephanie Link, Hightower Chief Investment Strategist & Portfolio Manager Jon Mauney, Betterment for Advisors General Manager Penny Pennington, Edward Jones Managing Partner Kristi Rodriguez, Nationwide Retirement Institute Senior Vice President Bradley Tusk, Tusk Venture Partners Co-Founder and Managing Partner Sheneya Wilson, Fola Financial Founder and CEO Liz Young, SoFi Head of Investment Strategy

To learn more about the virtual event and register to attend, please visit: Those who attend the event can earn 5 CFP CE credits.

For more information about CNBC Events, attending, speaking or sponsoring, please visit

About CNBC:

CNBC is the recognized world leader in business news, providing real-time financial market coverage, business content and general news consumed by more than 547 million people per month across all platforms. The network’s 15 live hours a day of news programming in North America (weekdays from 5:00 a.m. – 8:00 p.m. ET) is produced at CNBC’s global headquarters in Englewood Cliffs, N.J., and includes reports from CNBC News bureaus worldwide. CNBC at night features a mix of new reality programming, CNBC’s highly successful series produced exclusively for CNBC and a number of distinctive in-house documentaries.

CNBC also offers content through its vast portfolio of digital products such as:, which provides financial market news and information to CNBC’s investor audience; CNBC Make It, a digital destination focused on making you smarter about how you earn, save and spend your money; CNBC PRO, a premium service that provides in-depth access to Wall Street; a suite of CNBC mobile apps for iOS and Android devices; Amazon Alexa, Google Assistant and Apple Siri voice interfaces; and streaming services including Apple TV, Roku, Amazon Fire TV, Android TV and Samsung Smart TVs. To learn more, visit

Members of the media can receive more information about CNBC and its programming on the NBCUniversal Media Village Web site at For more information about NBCUniversal, please visit



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