Speakers

MITCH ANTHONY

Co-Founder, ROL Advisor; President, Advisor Insights Inc.

SUSAN BRADLEY

Founder, Sudden Money Institute

MATT BRINKER

Managing Partner, Merchant Investment Management LLC

KATHRYN M. BROWN

Co-Founder and Principal, Morton Brown Family Wealth

NAG-BUSHAN ODEKAR

Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services

COURTNEY E. RANSTROM

Co-Founder, Trailhead Planners LLC

STEVE SANDUSKI

Co-Founder and Chief Executive Officer, ROL Advisor

TAYLOR R. SCHULTE

Founder and Chief Executive Officer, Define Financial

EVAN SIMONOFF

Editor-in-Chief and Editorial Director, Financial Advisor Magazine

SETH STREETER

Founder and Chief Executive Officer, Mission Wealth