Advisory Board
Advisory Board Members
Andrew Alfest
CFP, President, Founder
Altfest Personal Wealth Management
Justin Barish
Chief Marketing & Digital Officer
Lido Advisors
Joel B Bruckenstein
President
Technology Tools for Today (T3)
Richard Chen
Managing Partner
Brightstar Law Group
Stephen Chien
Vice President
LPL Financial
Adrian Crockett
General Partner & Head of EJ Labs
Edward Jones
Parker Ence
CEO
Jump AI
Brian Green
Chief Product Officer
Merit Financial Advisors
Dr.Sindhu Joseph
CEO and Founder
CogniCor Technologies, Inc.
John O'Connell
Founder and CEO
The Oasis Group
Brian Portnoy, CFA, PhD
Founder & CEO
Shaping Wealth
Suzanne Siracuse
Founder and CEO
Suzanne Siracuse Consulting
Susan Theder
Chief Marketing and Experience Officer
FMG
Oleg Tishkevich
Founder and CEO
Invent
Timothy D. Welsh
President, CEO, and Founder
Nexus Strategy, LLC