List of Experts
Robert Kirk
Founder & CEO of InterGen Data, Inc.
Brian McLaughlin
CEO of Redtail
Anders Jones
Chief Executive Officer & Co-Founder of Facet Wealth
Hailin Li
CEO and Founder of Advyzon
Walter Vester
CEO at Huygens Capital
Keith Gregg
Founder, Chairman, and CEO of Chalice Wealth Partners
Eric Clarke
Founder and CEO of Orion Advisor Services
Adrian Johnstone
Founder and Chief Commercial Officer of Practifi
Michael Kitces
Partner and Director of Wealth Management
at Pinnacle Advisory Group
Richard Hamm
Founder of Bristol Gate Capital Partners
