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

Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver h

Dani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to ma

Quinton Alston-Spratt is the Head of Advisor Practice Management at Franklin Templeton, a company that serves as a full-service broker-dealer and registered investment adviser. Doug and Quinton sat do

Rick Pitcairn is the Chief Investment Officer at Pitcairn, a business that has partnered with some of the worlds wealthiest families to meet their needs and drive better outcomes year-to-year, deca

Jaime Golden is the President of Acquisitions at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services des

Benjamin Hurn is the senior vice president of Channel Development at YieldX, an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial pr

Lydia Pinnell Lawrie is the senior strategist at Clarity AI, a company that brings societal impact to markets. They build-in a customizable, scalable sustainability tech kit to your existingworkflow,

Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to financial advisors. In his role as the head of RIA Custo