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

Gerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to continuously improve

Kristian Borghesan is the Vice President of Marketing and Growth at FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions for the financialservices industr

Chris Field is the Chief Growth Officer at Holistiplan, a tax planning software solution that helps financial planners be more comprehensive and more efficient. Doug and Chris sat down at the T3 Advi

Mike Nessim is the CEO and Managing Director of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services desi