2025 Advisory Board
Advisory Board Members
Andrew Alfest
CFP, President, Founder
Altfest Personal Wealth Management
Justin Barish
Chief Marketing & Digital Officer
Lido Advisors
Grant Blindbury
Partner
FMC Wealth Management
Richard Chen
Managing Partner
Brightstar Law Group
Adrian Crockett
General Partner & Head of EJ Labs
Edward Jones
Stephen De Man
Vice President
Dimensional Fund
Parker Ence
CEO
Jump AI
Michelle Feinstein
General Manager for Wealth & Asset Management
Salesforce
Emma Foulkes
Partner
Collective Wealth Partners
Beth Haddock
Chief Legal Officer
AdvisorEngine
Vaughn Harvey
Chief Data and AI Office
LPL Financial
Dr.Sindhu Joseph
CEO and Founder
CogniCor Technologies, Inc.
Brooke Juniper
CEO
Sage
Brian McLaughlin
President
Orion Advisor Tech
Geoff F. Moore
CIO
Valmark Financial Group
Susan Theder
Chief Marketing and Experience Officer
FMG
William Trout
Director of the Securities and Investments Practice
Datos Insights
Timothy D. Welsh
President, CEO, and Founder
Nexus Strategy, LLC
Amy Young
Director, Capital Markets Industry Advisory
Microsoft