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The adviser’s increasingly mobile world
Founder and CEO, Ignite Investments and Planning
Blair is the founder and CEO of Ignite Investments and Planning, an advisory firm providing integrated financial planning and investment management services for young professionals and their families. Blair is a Chartered Financial Analyst (CFA) charterholder and a CFP. Before establishing Ignite Investments and Planning, she spent 10 years in the wealth management industry. Her experience includes both UBS Financial Services and Wealthstream Advisors, a boutique advisory firm located in New York.
Principal, OakTree Financial Planning
Sunit is the principal at OakTree Financial Planning, a fee-only financial planning firm based in Fort Collins, Col. Prior to founding OakTree, Sunit spent 18 as an R&D project manager and software developer at Hewlett Packard and Agilent Technologies. He is a CFP and received an M.S. in Personal Financial Planning from the College for Financial Planning.
Bill is the founder of FPPad, a consulting and media resource for financial planners and wealth managers. He is a CFP with past experience as a registered representative, registered investment adviser and operations manager. A technology expert, Bill consults with financial professionals in the selection and implementation of the right technology solutions for their practices.
Technology Columnist, InvestmentNews
Davis covers technology and its use by financial advisers including (but not limited to) applications, cloud computing, software, mobile apps, social media, compliance — software and hardware.