Andrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment a

Lincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data fro

Scott Clark is the Chairman and Chief Executive Officer of The True Life Companies. The True Life Companies (TTLC) connects people of vision, property owners, investment partners, and municipalities,

Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry. In

Liz Manibay is a Senior Business Management Consultant in the Business Consulting and Education area of Charles Schwab Advisor Services. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and

Tom Fields is the Founder of Fynancial, a custom mobile app that builds advisors a platform to retain clients, build trust, and provide a new service without ever reducing fees. In this podcast, Doug

Steve Gresham is the Chief Executive Officer of the Execution Project while also acting as a Senior Education Advisor to the Alliance for Lifetime Income. In this podcast, Doug and Steve discuss the i

Gerald Graves is a Managing Partner at Filigree Wealth Advisors, LLC, an independent RIA located in various areas of the West Coast but managing clients nationwide. In this podcast, Doug and Gerald d

Laton Spahr is the President & Portfolio Manager of ALPS Advisors, the innovative asset management, distribution, and fund services business within SS&C Technologies. In this podcast, Doug and Laton d

Lisa Bush is the Assistant Vice President and Wealth Advisor of Alluvial Private Wealth at Sanctuary Wealth. Lisa has worked in the financial services industry for over 10 years and serves on multiple