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ON LOCATION
Sept 18, 2024 | FPA E3 | Guest: Dr. Preston D. Cherry, CFP®, Founder + CEO of Concurrent
Chuck catches up with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Founder + CEO of Concurrent. Together they unpack why and how advisors use AI.
Oct 10, 2024
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
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