Meet Conference Subcommittee
The NAPFA Spring 2026 National Conference would not be possible without the hard work and dedication of our Conference Subcommittee. Subcommittee Chair Cynthia Meyer and Vice-Chair David Flores-Wilson have worked tirelessly to create an event that embodies the values of the NAPFA community, ensuring an engaging, insightful, and rewarding experience for all attendees.
Under their leadership, the committee has thoughtfully designed a program that will inspire, educate, and connect financial professionals from across the country. Alongside committee members Katie Brewer, Scarlett Che, Zach Hubbard, Becky Noss, and Aditi Shah, they have curated an exceptional lineup of sessions and experiences tailored to the needs of today’s financial advisors.
Cynthia Meyer, CFA, CFP®, ChFC
Chair, Live Education Subcommittee
Cynthia Meyer is a financial mentor, CERTIFIED FINANCIAL PLANNER™, CFA® Charterholder, real estate investor, and coach instructor. She is the founder of Real Life Planning and the co-founder of the Real Estate Financial Coach Course, Real Estate for Generations, and the You Unlimited coaching program. Meyer offers unbiased financial planning and learning resources to real estate investors and the financial planners who serve them.
Prior to launching her own firm, Meyer worked at Financial Finesse, delivering unbiased financial wellness programs to employees from all walks of life.
As a member of the firm’s Financial Wellness Think Tank, she co-authored nationally recognized research on topics such as workforce financial stress, employee retirement preparedness, the ROI of workplace financial wellness programs, and the gender gap in financial wellness. She is a member of NAPFA and the XY Planning Network. Meyer lives in New Jersey with her husband and teenagers.
David Flores-Wilson, CFA, CFP®
Vice-Chair, Live Education Subcommittee
David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. Areas of expertise include qualified small business stock (QSBS) planning, business exit planning, strategic philanthropy & equity compensation planning.
A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews.
David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.
Katie Brewer, CFP®, CIMA®
Katie Brewer, CFP®, is the founder of Your Richest Life, a fee-only firm dedicated to comprehensive financial planning for busy professionals navigating demanding careers and personal responsibilities. With nearly 20 years of experience, she has worked with both innovative national platforms and boutique advisory firms, shaping a planning philosophy grounded in clarity, strategy, and practical execution.
Katie specializes in helping clients align competing priorities, manage complex cash flow, and make confident long-term decisions around retirement, benefits, debt, and major life transitions. She earned her MBA from Texas Tech University while working full time and completed personal financial planning coursework at Southern Methodist University. Katie has been quoted in national outlets including The New York Times, Forbes, and Yahoo Finance.
Based in the Dallas area, she is actively involved in her community through volunteer financial counseling and nonprofit work. Outside of work, she enjoys singing with a local community choir and spending time with her family.
Scarlett Che, CFP®, CIMA®
Scarlett is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® (CIMA®). She is a Senior Associate at Austin Asset, where she is dedicated to helping clients integrate seemingly disparate pieces of a family’s financial life into a roadmap.
Scarlett believes that trustworthy financial advice comes from an objective and holistic view. Her passion for helping people live a better life motivates her to constantly look for opportunities to expand her knowledge and skills. As a first-generation immigrant, Scarlett well knows how to adapt and thrive when facing uncertainties. Her caring nature, lifelong learning mentality, and problem-solving skills help her understand clients’ goals and fears and develop a plan that gives them confidence and clarity.
As a graduate from Drexel University, Scarlett earned an MS degree in Finance. She also received a Graduate Certificate in Taxation from American University. Outside of work, there is nothing she enjoys more than spending time with her husband and daughter, trying new recipes, and exploring Austin.
Zack Hubbard, CFP®
Zack Hubbard is the Director of Financial Planning at Sargent Investment Group, where he is dedicated to expanding access to Fee-Only financial advice for individuals and families at all stages of life. With a deep commitment to fiduciary planning, Zack ensures that clients receive objective, personalized guidance to help them make informed financial decisions.
Reflecting on his role as a financial advisor, Zack believes the best feeling in the world is “giving somebody permission to do something that they've always wanted to do, but never thought they could.”
With extensive experience in financial planning and wealth management, he's led teams focused on investment management, retirement planning, and financial education. He is passionate about making high-quality financial advice more accessible and helping clients take control of their financial futures.
A graduate of the University of Maryland, Zack holds a bachelor’s degree in finance with a minor in personal financial planning. When he’s not working with clients, he enjoys staying on top of industry trends and finding new ways to enhance the financial planning experience.
Becky Noss, CFP®, ChFC®
Becky Noss is the founder of Healthy Wealth. She was raised in Virginia and earned a Bachelor of Science degree in Mathematics from Virginia Tech followed by a Master of Science degree in Math Education from Radford University.
She completed her financial education through the American College of Financial Services and holds both the CFP® and ChFC® designations. Her expertise lies in financial planning for military members and veterans.
Beyond her education, she has been married to a military physician for over 15 years and possesses an intimate understanding of the nuances of military life.
She and her husband have two sons, and their family is currently stationed at Carlisle Barracks in Carlisle, Pennsylvania. Beyond her professional pursuits, she enjoys reading and has earned a second-degree black belt in Shōrin-ryū Shōrinkan karate and kobudo.
Aditi Shah, CFA, CFP®
Aditi Kapadia is a seasoned finance professional with over 17 years of experience in Wealth Management and Financial Services. Her father’s early lessons in disciplined financial management enabled her to witness firsthand how thoughtful financial planning can help families weather life’s storms—an experience that inspired her mission to make such guidance accessible and empowering.
Before founding Wealth IQ, she led the development of a digital investing platform at a leading bank and collaborated with Financial Advisors to craft tailored investment strategies. Her career began at General Electric, where she worked with C-suite executives to drive growth and manage financial risks.
Aditi holds an MBA from the University of Chicago Booth School of Business and is both a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™. Raised in Canada and Saudi Arabia with Indian roots, she brings a global perspective to Wealth IQ, which she founded to simplify financial planning for individuals with dynamic lifestyles, including digital nomads and those managing cross-border finances.