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Aaron Schumm


George Horrigan

Fountainhead Consulting Group, Inc.

Michael Roth


Russell Schultz

Schultz Financial Group

Graeme Lee

Kestra Financial

Steve Scruggs

Bragg Financial Advisors

Sean Brown


Bob Mann

Advisor's Capital

Richard Whitworth

Cetera Financial Group

Adam Holt


Jennifer Specter

Schultz Financial Group

Dan Flynn


Dana Pointer

Preserver Partners

Tony Ristaino

United Planners

Todd Cipperman

Cipperman Compliance Services

Roger Kiger

Visionary Horizons Wealth Management Group

Colin Rennich

Appleseed Capital

Mike Goyarts

United Planners

Patrick Robison

PVR Financial

Mary Gies

Gies Associates

Sharon Killion

Educators Resource Group

Royal Standley

Oregon Pacific Financial Advisors

Andrew Dassori

Longwave Advisor

Dan Sondhelm

Sondhelm Partners

Erin McClafferty


Jordan Fishfeld

CFX Markets

Jesse Podell

Startupbootcamp FinTech

Michael Brown

Dynasty Financial Partners

Bill Trigleth

Cannon Financial

Ryan DeGrau

RMR Wealth Builders, Inc.

Kevin Hurd

Cross Shore Capital Management

Leon Morales

DNA Behavior International

Michelle Waymire


Barry Schmidt

Cambridge Investment Research, Inc.

Jennifer Simonds


Tom Merrill

Xavier Center for Innovation

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