Jeff Benjamin
Senior Columnist
InvestmentNews
Sohini Chowdhury
Director and Senior Economist
Moody's Analytics
Eric Clarke
Chief Executive Officer
Orion
David DeVoe
Founder & CEO
DeVoe & Company
Louis Diamond
President
Diamond Consultants
Chuck Failla
Sovereign Financial Group
Rick Ferri
Investment Analyst, Adviser and Author
Ferri Investment Solutions
John French
Executive Chairman
Aaron Klein
Co-Founder and CEO
Riskalyze
David Lau
CEO
DPL Financial Partners
Kay Lynn Mayhue
Merit Financial
Courtney Ranstrom
Co-Founder & Financial Planner
Trailhead Planner
Mike Reidy
VP and Head of RIA Distribution
Security Benefit
Ashleigh Swayze
Managing Member, Founder
Swayze LLC
Brad Wales
Founder
Transition to RIA
Helen Yang
Founder and CEO
Andes Wealth Technologies