Inside Retirement


Catherine Avery

Founder, CAIM LLC

Steve Blackwell

CEO and Managing Partner, Invito Energy Partners

Michelle Connell

President/Owner, Portia Capital Management, LLC

Ric Edelman

Founder, Digital Assets Council of Financial Professionals

Dan Fuss, CFA, CIC

Vice Chairman of the Board of Directors, Loomis, Sayles, & Company

Steve Gresham

Managing Principal, Next Chapter

Tom Hegna

Former Senior Executive Officer, New York Life

Jamie Hopkins

Managing Partner of Wealth Solutions, Director of Retirement Research, Carson Group

Mike Larson

Vice President and Editor-In-Chief, MoneyShow

Robert Laura

Founder, Retirement Coaches Association

Tracey Longo

Washington Editor, Financial Advisor Magazine

Bill Meyer

Founder and CEO, Income Solver

Stephen Moore

Senior Fellow in Economics, The Heritage Foundation

Sébastien Page

Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price

Wade Pfau, Ph.D

Co-Founder of Retirement Income Style Awareness, LLC

William Reichenstein

Principal of Research, Retiree Income and

Evan Simonoff

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

Dr. Sudhir Srivastava

Founder, Chairman, & CEO, SS Innovations

Erin Wood

Senior Vice President, Financial Planning & Advance Solutions, Carson Group

Ed Yardeni

President, Yardeni Research, Inc.