Episodes
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Megan Carpenter
FiComm Partners
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Robert Sofia
Snappy Kraken
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Paul Gamble
55ip
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Tricia Rothschild
CFA Institute Board of Governors
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Damon Deru
AdvisorPeak
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Ben Huneke
Morgan Stanley
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David Lau
DPL Financial Partners
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Jess Liberi
eMoney Advisor
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Aaron Klein
Riskalyze
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Christina Townsend
BNY Mellon | Pershing
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Jasmine Jirele
Allianz Life Insurance
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Mark Hoffman
LifeYield
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Brian Ross
Flyer Financial Technologies
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Rose Palazzo
Envestnet | MoneyGuide
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Tricia Haskins
Fidelity Investments
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Steve Zuschin
LifeYield
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Steve Gresham
The Executive Project
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Nicole Casperson
InvestmentNews
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Noreen Beaman
Orion Advisor Solutions
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