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Nathana O'Brien Sharma is Principal Faculty for Blockchain, law, policy & ethics at Singularity University. Nathana is a partner at Crypto Lotus, a digital assets investment fund. Nathana is a JD/MBA graduate of the Yale Law School and the Yale School of Management.

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President and CEO | Cogo Labs Mira Wilczek is President and CEO of Cogo Labs and a Senior Partner at Link Ventures. She serves on the Board of Directors at EverQuote, CareDash, and Hopjump, and the Advisory Board of Vestigo Ventures. She is also a Co-Director at the Brahe Educational Foundation. In 2017 Mira was named Top 40 Under 40 by the Boston Business Journal. Prior to joining Cogo, Mira was founder and CEO of Red Panda Security, Principal Investigator under the DARPA CFT program, and Director of Business Development at Lyric Semiconductor, where she garnered industry recognition including TR50, Silicon 60, and an EE Times ACE Award and led the successful sale of the company to Analog Devices. She started her career as an ethical hacker at IBM, architecting their first automated penetration testing platform. Mira holds patents both granted and pending in the fields of cyber security and sensor data fusion. She has an S.B. in Electrical Engineering and Computer Science from MIT, as well as an MBA from the MIT Sloan School of Management.

Avery Johnson

Avery Johnson was introduced as Alabama’s 20th head men’s basketball coach on April 7, 2015. Johnson, who led the San Antonio Spurs to the 1999 NBA title as a player and was named the 2006 NBA Coach of the Year, came to the Capstone after a successful career in the NBA. Johnson has turned many heads in the college basketball world during his three seasons at Alabama, as it didn’t take long for fans and student-athletes alike to heed his motto “Buckle Up” in reference to the excitement he expects his tenure will offer. Johnson owned an NBA career coaching record of 254-186 (.577) after spending four seasons with the Dallas Mavericks (2004-08) and two-plus seasons with the Brooklyn Nets (2010-13). Johnson, along with his wife Cassandra, are both very involved in the Tuscaloosa community. Johnson, who was ninth in a family of 10 kids, was raised in the New Orleans’ Lafitte Housing project. As a result of his success, Johnson is known for his impactful and motivational speeches, bringing as much passion into his speaking engagements as he does into the game of basketball. Johnson’s passion extends to the ministry and mentoring of today’s youth. Through his involvement with the nonprofit organization “Just Say Yes”, Coach Johnson’s mission is to make a positive impact on middle and high school youth. In October 2005, he was co-host of the Katrina Rescue Ride to benefit the Salvation Army and the Red Cross’ relief efforts of the victims of Hurricane Katrina. In 2008, Johnson wrote his second book, “Aspire Higher: Winning On and Off the Court with Determination, Discipline and Decisions” (Collins), an essential game plan for anyone looking to reach their goals.

Joe Ricketts

Having spent more than 35 years helping to establish and run the world’s largest online brokerage, Joe Ricketts today has returned to his roots, focusing on a wide range of entrepreneurial and philanthropic ventures.
A pioneer in the use of technology to revolutionize the financial services sector, Mr. Ricketts founded the company now known as TD Ameritrade, a securities industry leader that empowers self-directed investors with powerful and innovative investment tools and training.
After graduating Creighton University in 1968 with an economics degree, Mr. Ricketts began his professional career first as an investment advisor with Ricketts & Co., then as a registered representative with Dean Witter, and later a branch manager at Dun & Bradstreet. In 1975, he co-founded First Omaha Securities, a retail securities brokerage firm in Omaha, Nebraska. Under Ricketts’ leadership, First Omaha Securities was among the first companies to recognize the potential of the newly deregulated discount securities market. The company grew quickly and, through the use of innovative technology and marketing, evolved into TD Ameritrade, which today manages hundreds of billions of dollars in client assets and leads its competitors with hundreds of thousands of trades per day.
Since 2008, Mr. Ricketts has devoted himself to a variety of entrepreneurial ventures. He has also actively engaged in philanthropy through Opportunity Education Foundation, The Cloisters on the Platte Foundation, The Ricketts Art Foundation, The Ricketts Conservation Foundation, and Ending Spending, Inc.
A native of Nebraska, Mr. Ricketts now lives in Little Jackson Hole, Wyoming. Mr. Ricketts and his wife of more than 40 years have four children and thirteen grandchildren.

Michael E. Kitces

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Chicago | May 8-10, 2019

Good insight is only as good as the source. Each year, Excell brings the most inspiring mix of thought leaders to the stage, from inside and outside the profession. There’s nothing worse than walking away from an inspiring message, only to find you have no way to execute what you just learned. That’s why every Excell keynote, breakout speaker – and even the people serving lunch – are focused on giving you tangible takeaways.


Director, Vice Admiral James B. Stockdale Center for Ethical Leadership | U.S. Naval Academy Colonel Athens is the Director of the U.S. Naval Academy’s Vice Admiral James B. Stockdale Center for Ethical Leadership and a member of the Academy’s Senior Leadership Team. Colonel Athens retired from the Marine Corps in July 2008 with over 30 years of combined active duty and reserve service. As a Marine Officer, he commanded units in the 3rd and 4th Marine Aircraft Wings, served with the U.S. Space Command and instructed at Marine Aviation Weapons and Tactics Squadron 1, the Marine Corps’ equivalent of the Navy’s Top Gun School. Additionally, he was a White House Fellow under President Ronald Reagan; the Special Assistant to the NASA Administrator following the Space Shuttle Challenger accident; the Executive Director of OCF, a worldwide non-profit organization helping military personnel integrate their faith and profession; the Commandant of the United States Merchant Marine Academy; and the Naval Academy’s first Distinguished Military Professor of Leadership.

Ron Carson

Ron Carson is Founder and CEO of the Carson Group, which serves financial advisors and investors through its businesses including Carson Group Coaching, Carson Group Partners and Carson Wealth. Carson Group Coaching gives financial advisors a coach, a plan and accountability to get organized so they can deliver results for their clients. Carson Group Partners makes the complex simple for financial advisors by handling their marketing, compliance, technology, investment management and operations so they can grow their business. The financial advisors at Carson Wealth are just as good at explaining investments as they are at making them so clients fully understand what’s happening with their money at every stage of their financial journey.

Chris Davenport

Two-time World Champion skier Chris Davenport is widely regarded as one of the premier big mountain skiers in the world today. Among his many ski mountaineering achievements, in 2007 Chris became the first person to ski all fifty-four of Colorado's 14,000-foot peaks in less than one year. He has numerous first descents of peaks around the globe under his belt, and recently guided and skied on Mt. Everest Chris has been featured in more than thirty ski films by Warren Miller and Matchstick Productions. He is also a TV commentator for ESPN, ABC sports, and Outside Television, Chris is an Olympic (2010) and World Cup announcer for ski racing events. He most recently did live show for Squaw Valley USA World Cup races and the 2017 FIS World Cup finals at Aspen. Chris is the author of two beautiful coffee-table books that celebrate North America’s mountains, Ski The 14ers and Fifty Classic Ski Descents of North America. He was recently named one of ESPN’s “10 Greatest American Freeskiers of all Time”. Chris is an honored member of the USA Ski and Snowboard Hall of Fame and Colorado Snowsports Hall of Fame. Chris serves as a Director of non-profits Protect Our Winters, the American Institute for Avalanche Research and Education (AIARE) the Aspen Valley Ski Club, and New Hampshire’s Holderness School. When not traveling the globe Chris resides in Aspen, Colorado with his wife and three boys.

Darshan Shah, MD

Dr. Darshan Shah is a health and wellness specialist, well known surgeon, published author, tech entrepreneur, and founder and CEO of Beautologie and Next|Health. As an expert on all body systems, he has performed over 10,000 surgical procedures, including trauma surgery, general surgery and plastic/reconstructive procedures. As a health and wellness specialist, he has advised thousands of patients on how to optimize their well-being and extend their lifespan, culminating in the creation of Next|Health, the ``Apple Store`` of Health and Wellness offering healthspan and lifespan extending technology and treatments in a beautiful, welcoming environment.
Dr. Darshan Shah started his training at an accelerated MD program at the age of 15 at the University of Missouri and earned his medical degree at the age of 21, becoming one of the youngest doctors in the United States. After surgical training in central California, Dr. Shah then continued his training at the Mayo Clinic, one of the most prestigious medical institutes in the county. After earning his board certification, he went on to open medical/surgical centers throughout California, as well starting innovative tech companies, creating patented medical devices, as well as advising dozens of startups in medicine, finance, and tech. Dr. Shah's belief in continual education and self-improvement has earned him alumni status at Harvard Business School, Singularity University and other prestigious institutions.
Dr. Darshan Shah is the oldest of three children. He is very close to his family and attributes his success to the values of hard work, passion for everything you do, and relentless tenacity taught to him by his parents. He lives in Malibu, California with his wife, and two children and loves to travel, exercise, and has a passion to continuously educate himself and others.


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Chicago, IL 60611

Join us at Excell May 8-10, 2019