Special Guests - ​​​​​​​​​​​​Paul Demaio, CIMA - CEO & Nico Demaio - President - Advizorstack

Special Guests - ​​​​​​​​​​Justin Deja - ​Co-Founder & CEO - BeyondWill & Eron Bucciarelli - Co-Founder -​ BeyondWill

Special Guest - ​​​​​​​​​Andrew Nikolai, CFA - Managing Director of CSG Partners 

Special Guest - ​​​​​​​​Patrick Hunt - ​CEO of Smartria 

Special Guest - ​​​​​​​​Rosemary Hueser - ​SVP and Manager of Advisor Trust Services at BOK Financial 

Special Guest - ​​​​​​​Mark Gilbert - CEO and Co-Founder of Zocks

Special Guest - ​​​​​​​​Greg Prokott - ​​​​​​​Managing Director of Advisor Financing

Special Guest - ​​​​​​​David Stone - ​​​​​​President of IRS Solutions

Special Guest - ​​​​​​James Tennies - ​​​​​President of InCap Group, Inc.

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP