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The Future of Advice™ – Today

The Future of Advice™

Ron Bullis + Marty Bicknell

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 offices across the country.

Ron Bullis + Bill Capuzzi

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

Interested in learning more?

Lifeworks is taking on a limited number of qualified financial advisors in Q1 2021. For a confidential conversation about our platform and the future of your practice, schedule a time to talk with one of our team members.

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