Episodes
Mike Perry
Guardian Life
Alok Kapoor and John Hogarty
Indivisible Partners
Andrew Guillette
Broadridge
Randy Morris and Seamus O’Brien
Summit Wealth Group
Jack Hannah
GeoWealth
Rick Kent and Kay Lynn Mayhue
Merit Financial Advisors
Rob Pettman
TIFIN
Vlad Golyk
McKinsey & Company
Steve Gresham
NextChapter
Alois Pirker
Pirker Partners
Bradley Kellum
Oliver Wyman
Len Reinhart
Reinhart Consulting Group
David Lau
DPL Financial Partners
Bassam Chaptini and Rabih Ramadi
Avantos
Tom Lewandowski
Edward Jones
Scott Smith
Cerulli Associates
John Yackel
Janney Montgomery Scott
Amy Young
Advice Architects
Jack Sharry
SEI
