Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments. Live from the Axos Advisor se

Louis Tranquilli, founder and leader of Tranquilli Financial Advisor, an independent full service financial firm located in the historic town of Clinton, New Jersey, brings his 31 years of experience

Art Day is a partner for Day Hagen Asset Management, an asset manager that provides disciplined, quantitative scientific and unemotional, model-based approach to investing. Live from the Axos Advisor

Eliza De Pardo is the founder of De Pardo Consulting,a firm of industry specialists that leverage their business consulting expertise and research insights to deliver great advice to their clients. Li

Julie Littlechild is the Founder and CEO of Absolute Prospects whose mission is to help advisors transform the way they engage with clients and potential prospects, reimagining a more efficient path f

Tim Gerend is the Chief Distribution Officer at Northwestern Mutual, a company combining the expertise of financial professionals with a personalized digital experience and leading-edge technology to

Raj Bhattacharyya is the CEO of Robertson Stephens Capital, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions. Dou

Sheldon Chang is the President of CrowdStreet Advisors, a company that provides investment advisory services exclusively to privately managed accounts and private funds. They also help advisors incorp

Teresa Leno is the Founder of Fresh Finance, a financial services industry publishing company specializing in enterprise content creation and deployment for advisors. Doug and Teresa talked about how

Robert Teaney is the Director at ViewTrade., a firm creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market