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

Danielle White is the owner of Myriad Advisor Solutions, a business consulting firm and one-stop shop for independent financial advisors. Doug and Danielle sat down at the T3 Advisor Conference and

Drew Force is the founder and creative director of Force Brand Design, a brand development agency in Portland, OR. Drew has been helping people and companies go beyond storytelling to tell the truth