Fox Financial Planning Network, CEO and Founder
Charles Schwab, Vice President, Digital Advice and Innovation
CNote, CEO and Co-founder
MarketCounsel, Founder, President & CEO
Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer
Former adviser James Booth also pleads guilty in criminal case.
XY Planning Network, CEO and Co-founder
Riskalyze, CEO and Co-founder
Les Brun, Co-Founder of Ariel Alternatives, shares his vision for "Project Black," the firm's initiative to invest in middle-market companies to scale the number of minority owned businesses.
