Forest Harper is the President & CEO of INROADS, a non-profit organization focused on offering talented, underrepresented youth a pathway from high school to college and throughout their career that

Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. Flyer Financial Technologies develops advanced technology for managing complex, multiasset, institutional securities tra

Anand Sekhar is the vice president of practice management & consulting for the Fidelity Institutional group inside Fidelity Investments. Fidelity Institutional is focused on helping advisors build su

John OConnell is the founder & Chief Executive Officer of The Oasis Group, a consulting firm that helps financial services and financial technology firms to create and focus on their unique value pro

Michael Scaplen, Axos Clearings SVP of Sales and Relationship Management, is back. This time to outline questions you should get answered when considering changing clearing houses. This episode of Po

Ryan Shanks is the founder & chief executive officer at FA Match, the first dedicated career platform to help financial advisors find the best home for their book of business. Doug and Ryan sat down a

Matt Brown is the founder, chairman & chief executive officer at CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative in

Rusty Sommer is the managing director of strategic relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading

Brad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge

Nick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within