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A New Wealth Management Dimension
Special Guest - Verity Larson - CEO and Co-Founder of Versoft Consulting
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