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List of Experts

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
John Prendergast
Cofounder, Director, and CEO of Blueleaf
Gavin Spitzner
Founder and President of Wealth Consulting Partners
Kendrick Wakeman
Founder & CEO at FinMason
Mark Kritzman
CEO at Windham Labs
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