We love to hear, learn from and share advisor stories. What works for them, what challenges they face, how they continually up their game, and what theyve learned along the way that has helped shape

Mike Watson is the head of RIA Services at Axos Advisor Services, a hybrid custodian and financial services company that offerspowerful, integrated custodial and banking solutionsdesigned to enable

Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to cr

Matthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they

Tom Huddleston is the Chief Information Officer and managing director of Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.

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