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List of Experts

Eric Poirier
Eric Poirier is CEO of Addepar, a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting.
Sheryl O’Connor
CEO and founder of WealthConductor
Keren Moynihan
CEO & Co-Founder at Boss Insights
Samantha Russell
CMO at Twenty Over Ten, Chief Evangelist at FMG Suite
Jared Porter
Co-founder of 401GO
Douglas Fritz
Founder and CEO of F2 Strategy
Edouard Legrand
Global Head of Digital at BNP Paribas Asset Management
Davyde Wachell
Founder and CEO of Responsive AI
Lennart Asshoff
Founder and CEO of Nucoro
Joe Elsasser, CFP®
President and Founder of Covisum®