Mary Ann Bartels is the Chief Investment Strategist of Sanctuary Wealth. Mary Ann is a recognized and award-winning strategist that has spent 35 years on Wall Street analyzing and communicating trends

Jene Hoosier is the Head of Platform Strategy at Sanctuary Wealth, an advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their own practic

Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients access to investments that are different from their traditional real estate holdings while helping them a

Michael Scaplen is the Senior Vice President of Sales and Relationship Management at Axos Clearing, a full-service clearing firm focused on the success of their introducing broker-dealer and registere

Ainslie Simmonds is a Managing Director and member of the executive committee at Pershing. Shes also Pershings President of Pershing X, a new business unit that designs and builds innovative digital

EJ Kahn is the Founder and Managing Partner at SLK Private Wealth. SLK offers distinctive wealth management solutions for individuals and families who seek a partner who can provide all-encompassing f

Mark Tibergien has been a leader in the financial services industry for many years, most recently having retired in 2020 from Pershing where he served as the CEO. Mark continues his contributions to t

Glenn Elliott is the Chief Executive Officer & Co-Founder of Practifi, the award-winning platform that powers high-performing wealth institutions, broker-dealers and RIAs. In this podcast, Doug and Gl

Jim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and des

David Goldman is the Chief Business Officer at Pontera. Pontera is a platform that helps advisors manage 401k and other held away accounts without taking custody. Pontera enables growth by allowing ad