Sheryl OConnor is.the CEO and Founder of IncomeConductor. IncomeConductor is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income pl

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehens

Thomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private

Larry Pitkowsky is.the Managing Partner and Portfolio Manager at GoodHaven Capital Management, LLC, an investment advisory firm managing separate accounts and a no-load mutual fund. GoodHaven believes

Rick Bookstaber is the Co-Founder and Head of Risk at Fabric, a company that provides a platform for risk-aware portfolio design customized for each clients goals, using factor-based risk management

Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better retirement. Live from our fall Advisorpedia

Michael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build the

Michael Konialian is the CEO and Co-Founder of Modern Life. Modern Life is a tech enabled life insurance brokerage that knows innovation and insurance in equal measure. Live from our fall Advisorpedia

Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access

George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the