Episodes

Neil Bathon
FUSE Research Network

Arnulf Hsu
GReminders

Mike Capelle
Modern Wealth Management

Randy Lambert
Intention.ly

Ryan VanGorder
Opto

Ryan Eisenman
Arch

Brooke Elliott
University of Illinois, Urbana-Champaign

Steven Miyao
Coaching Metta

Russ Tipper
Edward Jones

Doug Fritz
F2 Strategy

Matthew Gray
Allianz Life

Jan Buchsbaum and Mark Fitzgerald
Nassau Financial Group

Lacy Garcia
Willow

Ken Dychtwald
Age Wave

Michael Lane
SEI

Jennifer Ball
Franklin Templeton

Scott Smith
Cerulli Associates

Adam Holt
Asset-Map

Jack Sharry
SEI LifeYield
