AFS Academic Poster Session / Reception

Poster Presenters and Titles

1. Ferdous Ahmmed (Missouri State University) The Impact of High Financial Literacy on Buy Now Pay Later Credit Utilization
2. Ravisha Chutani (University of Georgia) Consumer Adoption of AI in Financial Planning: How Prior Technology Adoption Moderates the Impact of Financial Capability
3. Jennifer Coats (Colorado State University) Pathways Between Health and Financial Well-Being
4. Thomas Crandall (Kansas State University) Intention, Action, and the Role of Advice: Comparing Planner Guided and Social Media Driven Retirement Portfolio Changes
5. Gary Curnutt (Western Carolina University) Beyond the Paycheck: Bridge Employment and Self Perceptions of Aging in Later Life
6. Van Dinh (University of Wisconsin–Superior) Retirement Satisfaction and Financial Situation: Insights from HRS Panel Data 2018–2022
7. Todd Feldman (College for Financial Planning) The Dynamics of V-Shaped Market Corrections
8. Robert Glew (University of Rhode Island) Retirement Education and Retirement Planning: Success Priming and Presentation Order as Moderators
9. John Grable (University of Georgia) Does Accredited Investor Status Signal More Than Financial Capacity?
10. Bryan Gramse (Ball State University) Investor Overconfidence and Mobile Trading App Use
11. Stuart Heckman (Texas Tech University) Household Time Allocation and Use of Financial Advice
12. Liu Liu (University of Georgia) Family Financial Socialization and Financial Behavior Among U.S. Adolescents: The Mediating Role of Financial Confidence
13. Caezilia Loibl (The Ohio State University) Rethinking the DTI Rule: How Debt-to-Income Thresholds Lock Older Homeowners Out of Their Own Wealth
14. Ellana Loy (Griffith University) Anatomy of the Client-Adviser Relationship: A Case Study Approach to Financial Planning
15. Toshiaki Mitsudome (New York University School of Professional Studies) Do Financial Advisers Amplify or Mitigate Overconfidence? Evidence from U.S. Investors
16. Luke Palmer (Palmer Wealth Group) Between Policy and Panic: How CFP® Professionals Navigate Client Financial Anxiety Amid Trade Policy Uncertainty and Political Polarization
17. Brendan Pheasant (Tuyyo Planning Group, LLC) Beyond Materialism: Happy Money Values and Financial Satisfaction
18. Pengyu Qian (University of Wisconsin-Whitewater) Digital Engagement, Risk Motivation, and Household Cryptocurrency Ownership
19. Taufiq Quadria (Arizona State University) Beyond the Survivor Bias: Recovering Latent Risk Preferences for Retirement Plans Through TVAE-Bayesian Upscaling
20. Daniel Richards (York University) Income Tiers and the Divergence of Retirement Adequacy Confidence in Canada
21. Kaplan Sanders (Utah Tech University) Who Uses Alternative Financial Services? Age-Based Patterns in Borrowing
22. Matthew Sommer (Janus Henderson) Does Framing Moderate the Relationship Between Personal Preferences and Normative Social Security Claiming Recommendations?
23. Jing Jian Xiao (University of Rhode Island) Investment Fraud Worry and Investing Behavior
24. Ying Yan (Eastern New Mexico University) The Power of Legacy: Bequest Expectations as Key Driver of Annuity and Life Insurance Choices
25. Jake Zavala (University of Georgia) Unequal Returns: Examining LGBQ Wage Disparities Through Human Capital and Intersectionality Frameworks
26. Huiming Zhang (University of Oklahoma) Skewness and Kurtosis, Real Options, and Investment Under Uncertainty
27. Huiming Zhang (University of Oklahoma) Shifting Writing Styles and Sentiment Effects
28. Yu Zhang (Kansas State University) Following the Crowd or the Experts? Risk Tolerance, Information Sources, and Speculative Investing
29. Yeqi Zhu (University of Georgia) When Financial Fragility Matters: Understanding How Alternative Financial Services Link Financial Shocks and Financial Anxiety