Megan Carpenter is the CEO and founder of FiComm Partners. Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry. Together,

Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management. His writing can be seen in almost every top financial publication and in 2017 he

Gavin Spitzner is the founder and president of Wealth Consulting Partners. He has 25+ years of working in and consulting for Fortune 500 companies with a breadth of experience

Doug Fritz is the founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives addresses a widening gap between the expectations of affluent

Anders Jones, CEO of Facet Wealth, is an entrepreneur and early-stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup

Megan Carpenter is the CEO and founder of FiComm Partners. She was recently named in the Investment News 40 Under 40 list and her expertise spans over 15 years

Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial

Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994. Steve helped pioneer the independent advisory industry,

Rachel Carpenter is an entrepreneur who is leading an effort to reinvent the financial data supply chain. She is the co-founder and CEO of Intrinio, a modern platform where

Ray Sclafani is someone who I have been following and learning from for the last 6 years. He is one of the most effective coaches and developers of advisors

Michael Nathanson is the CEO of The Colony Group and has been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the

In his role as Chief Executive Officer at Apex Clearing, William sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Under

Marty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40