Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla ta

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to client

Rocco Pellegrinelli is the Founder and CEO of Trendrating, a Swiss company with proprietary and unique trend-capture and rating methodologies used in the asset management, wealth management, private b

Adrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create ric

Mac Bartine is the CEO of SmartRIA, which is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. Doug

At FMG Suite, Susan Theder acts as the Chief Marketing and Experience Officer and Samantha Russell acts as the Chief Evangelist. FMG Suite currently provides over 40,000 financial advisors and insuran

Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform. Doug

Rich Romano is the CEO and Founder of FidX, a platform focused on growing business while bringing the value of guaranteed income and protection solutions to clients in the easiest way. Doug and Rich

Martha Shedden is the President and Co-Founder of the National Association of Registered Social Security and Analysts (NARSSA), a resource that provides education and resources to Social Security expe

Mike is the current SVP of Sales and Relationship Management and Gary is the President and Managing Principle of Axos Clearing. The company provides a broad range of services to FINRA members introduc