Kate Healy
Board Chair for the Foundation for Financial Planning; former executive at TD Ameritrade Institutional
Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group; Finance Professor of Practice at Creighton
University's Heider College of Business
Jeff Levine
Chief Planning Officer, Lead Financial Planning Nerd, Tax Planning Strategist
Buckingham Wealth Partners, Kitces.com, Holistiplan
Mark Tibergien
Principal
Mark Tibergien Insights LLC; former CEO of Advisor Solutions, BNY Mellon Pershing