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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 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
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Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
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Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
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