Speakers

Erin Hadary, Partner, Regional Director, Moneta

James Telfer, Director, Wealth Advisor, Mercer Advisors

Jason Miller, Partner, Chief Operating Officer, Crewe Advisors

Jim Worden, Chief Investment Officer, The Wealth Consulting Group

Kate Redden, Vice President of Client Experience, Partner, Wealth Manager, Merit Financial Advisors

Masha Hodi, Partner, Colleague Engagement Officer, Cerity Partners

Michael Hewel, Director of Trading, Mercer Advisors

RJ Maunton, Director of Advisory Services, Alpha Principle, LLC

Sam Redman, Financial Advisor, Director of Alternatives, LotusGroup Advisors

Seth Merrill, Partner, Chief Investment Officer, Crewe Advisors

Shane Cummings, Wealth Advisor & Director of Technology/Cybersecurity, Halbert Hargrove

Sydney Levy, Head of Wealth Planning, Invictus Private Wealth

Tony Parkin, Partner, Head of Advisors, Parallel Advisors