The impact I hope to have on the world with Kaysian Gordon, Wealth Advisor

My biggest inspiration with Jeff Brown, President

My 3 years from today vision with Terence Tobin, Family Focused Financial Planner

The impact I hope to have on the world with Scott Frank, Founder

My 3 years from today vision with Mark Newfield, Advisor.

The question that spurs the most thoughtful response with Stephanie McCullough, Founder, Sofia Financial.

How I dealt with failure with Jeremy Walter, CERTIFIED FINANCIAL PLANNER.

My most passionate declaration of the Fellowship with Paula Harris, Co-founder and principal.

My most passionate declaration of the Fellowship with Heather Hooper, Chief Retirement Officer/Fiduciary Plan Advisor (aka retirement nerd).

My unfair advantage with Valerio de Stasio, Founder & Senior Partner at Meridian - RIA.