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ON LOCATION
Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Manish Khatta, CEO, Potomac to discuss: 👉 Should everyone goRIA?
Aug 17, 2026
More: On Location
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Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech
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Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group
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Feb 24, 2026 | Orion Ascent (San Diego) E5 | Guest: Dr. Naomi Win, Behavioral Science Lead, Orion
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