David Stone, Chief Executive Officer, Co-Founder, RetireOne
James Langer, Chief Executive Officer, Redmont Wealth Advisors
Jared Funk, Director of Advisory, Embree Financial
Jen Dawson, CFP®, Owner, Managing Director, Hemington Wealth Management
Kris Wano, Senior Vice President, SAGE Private Wealth Group
Michael Dow, CAIA, CFA®, Chief Investment Officer, Beacon Pointe
Rafia Hasan, CFA, CFP® Chief Investment Officer, Perigon Wealth Management
Tameca Reed, Senior Managing Director of Client Portfolio Management, 1834 Wealth Management
Tiffany Irving, CFP®, CEPA®, Senior Vice President, Mesirow Wealth Management
William Shannon, CIMA®, CPWA®, Director of Strategic Growth, Altair Advisers