Conference Speakers

Keynote Speaker

Jack York
Founder, TaleGate

The Society of Certified Senior Advisors is excited to welcome Jack York as the 2025 Conference Keynote Speaker. A visionary entrepreneur in senior living, Jack is the founder of It’s Never 2 Late (iN2L) and TaleGate, two companies transforming how technology and storytelling enrich the lives of older adults. His keynote will offer powerful insights on using innovation and personal narratives to create meaningful experiences for seniors. Be sure to check out Jack’s profile and session details along with all of the 2025 CSA Conference speakers listed below!

Jack's Speaker Bio

Plenary Speaker

Jane Barton, MTS, MASM, CSA
Founder, Cardinal, LLC

The Society of Certified Senior Advisors is excited to welcome Jane Barton as the 2025 Conference Plenary Speaker on Sunday morning. An author, educator, and founder of Cardinal, LLC, Jane is a nationally recognized expert on aging, caregiving, and end-of-life issues. With a compassionate and insightful approach, she empowers professionals to navigate the complex challenges of aging with empathy and resilience. Be sure to check out Jane’s profile and session details along with all of the 2025 CSA Conference speakers listed below!

Jane's Speaker Bio

Katherine Ambrose, CAPS, CSA, CSHP, CSDC, C-SMM, SRES
America's Senior Home Coach™
Senior Home Coach LLC
Dr. Corinne Auman, Ph.D., CSA
CEO and Founder
Choice Care Navigators
Bob Bacheler, DNP, CFRN, CCRN, CDP, Certification in Travel Health (CTH)
Managing Director
Flying Angels
Tara Ballman
Executive Director
National Aging in Place Council
Christopher Barnthouse, MBA, CLTC
Financial Advisor
Vietnam Veterans of America Chapter 295
Brenda Bridges, CDFA®, CDC®, MAT, RICP®, Family Mediator, Member IACP, IDFA, Mensa
Founder and Owner
Bridging Divorce Solutions
Trace Brooks, JD
Managing Attorney
Trace Brooks Law LLC
John Browning, MBA, CSA
CEO
Guardian Rock Wealth
Mark Brownstein, CSA
Director of Medicare
Emerald Medicare
Amy Bryant, JD
Director
Office Conservatorship Management (Nashville, TN)
Mary Liz Burns, MBA, Certified Financial Behavioral Specialist, CSA
Certified Financial Behavior Specialist
Mary Liz Burns consulting
Bill Comfort, CSA, CLTC®, LTCCP®
LTC Insurance Specialist
LTC Claims Training
Dr. Israel Cross, PhD, MA, CAPS, ECHM, CDP
Public Health Gerontologist & President of NAIPC
National Aging In Place Council
Thomas Drapala, RSSA
Director of Strategic Partnerships
National Association of Registered Social Security Analysts
Dr. Barbara Fillip, Ph.D., PMP
Knowledge Explorer
Fillip Consulting
Ailene Gerhardt, MA, BCPA, CSA
Independent Board Certified Patient Advocate (BCPA) and Solo Aging Educator and Advocate
Beacon Patient Solutions LLC
Don Graves, RICP®, CLTC®, CSA, IRMAACP™
President and Founder
Housing Wealth Institute
Michael Guerrero, Certified Medicaid Planner
CEO and Partner
Eldercare Resource Planning
Brenda Gurung, (she hers), CMDCPT, MIM, VDT
Founder, Educator
Kisco Senior Living
Dr. Anne Kenny, MD
Physician, Dementia Coach, and Author
Together in Dementia
Dr. Sharon Knapp, Ph.D., CSA
Nutritional Epidemiologist, Seniors Real Estate Agent, and Senior Home Coach™
Sharon Knapp, PA
Dr. Hedva Levy, PharmD, BCPS, BCGP
Director
HbL PharmaConsulting
Jill Marshall, CSA
Co-Founder & Principal
Silver Path Consulting LLC
Stephen Marshall, JD, CSA
Co-Founder & Principal
Silver Path Consulting LLC
Christine Meek, MSc, CRMSP
Health Insurance Broker and Educator- Specializing in Medicare
Silver Support Network
Dr. Susan Miedzianowski, Ph.D., CSA
Senior Consultant
A.T. Still University
Bette Ann Mobley, MSEd
Director Maryland ABLE, Chair of ABLE Savings Plan Network
State of Maryland office of the Treasurer
Juliet Moody
Memory Care Director
The Carnegie at Washingtonian Center
Jennifer Ramos, CEPA, CM&AP
M&A Advisor, Business Broker, Exit Strategist
M&A Business Advisors
Jake Rankin, CSA, CFE, MBA
Co-Founder/CEO
Talem Home Care & Placement Services
Amy Reid
Director of National Accounts
Lifeway Mobility
Carol Lee Roberts, CFP®, CDFA, CeFT
President
IDFA
Renee Lee Rosenberg, MA, Licensed Mental Health Counselor
Career Management Coach, International Speaker
PositivityPro
Bob Roth
Managing Partner and Co-Founder
Cypress HomeCare Solutions
Jami Shapiro, CSA, C-SMM, SRES
Founder
Silver Linings Transitions
Dr. Nancy Taylor, PharmD, BCPA, CSA
Founder & CEO
Taylormade Senior Advocacy and Consulting LLC
Marianne Teixeira, CADDCT, CMCDPT
Memory Care Director
The Fitzgerald of Palisades
Rick Voight, MBA, BS, AAS
CEO
Vivid-Pix
Dr. Jan Vinita White, Ph.D., CSA
Gerontologist and Aging Expert

Darra Wray, MBA, CSA
Founder
My Care Companions