InvestmentNews

Brookings Institution, Nonresident Senior Fellow

Ed Slott & Co., President and Founder

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