Episodes
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
Sneha Shah
SEI
Garrett Beam
Cetera Financial Group
Tim Kresl and Ashley Wood
Broadridge
Michael Liersch
Edelman Financial Engines
