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    Our Speakers

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    MB
    Mazi Bahadori
    Chief Operations Officer
    Altruist
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    MG
    Marc Greenberg
    CFO
    Altruist
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    AG
    Adam Grealish
    Head of Investments
    Altruist
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    NW
    Natasha White
    Onboarding Manager
    Altruist
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    BB
    Ben Beck
    Managing Partner & Chief Investment Officer
    Beck Bode
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    AW
    Angel Williams
    Chief Operating Officer
    Beck Bode
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    TP
    Tyler Purcell
    Private Wealth Advisor
    Kiplinger Wealth Advisors
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    YH
    Yohance Harrison
    CEO
    Money Script Wealth
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    TZ
    Ted Zhang
    Group Product Manager
    Altruist
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    CR
    Chelsea Ransom-Cooper
    Chief Financial Planning Officer
    Zenith Wealth Partners
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    AC
    Alex Chalekian
    Founder & CEO
    Lake Avenue Financial
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    RC
    Rosa Chalekian
    Chief Compliance Officer
    Lake Avenue Financial
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    MM
    Maggie Meiners
    COO
    Financial Plans & Strategies
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    JH
    James Hughes
    SVP - Head of Investment Advisor Financing
    Live Oak Bank
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    RC
    Robert Coli
    Vice President | Market Consultant
    Invesco
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    BH
    Britny Horton
    Producer
    Altruist
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    MB
    Maxwell Bigler
    Financial Advisor
    Financial Plans & Strategies
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    WS
    Will Steiner
    Head of Content
    Altruist
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    LW
    Lev Williams
    Director of Product
    Altruist
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    YS
    Yoonkee Sull
    General Partner
    Iconiq Capital