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Marissa Kim
Country
Company
Abra
Job title
Interests
About me
Brad Stratton
Country
Company
Overland Park Wealth Management
Job title
President
Interests
About me
Steven Ankerstar
Country
Company
Ankerstar Wealth
Job title
CEO
Interests
About me
Jeffrey Janson
Country
Company
Fiduciary Financial Advisors
Job title
Senior Wealth Advisor
Interests
Golf; Bitcoin; Boating; freedom
About me
I am a voracious reader and have been in the financial services profession since 1987. I was the first financial advisor in the United States to become certified in blockchain and digital assets through DACFP. I split time between Naples, FL and Greenville, SC. My wife Kristen and I have 4 married children of whom we are very proud and also 4 grandchildren ages 3 and under.
Michael Schiff
Country
Company
Klingenstein Fields Advisors
Job title
Managing Director
Interests
Tennis
About me
"Recovering" attorney, practiced for 8 years in NY, NJ, PA. Entered financial services 25 years ago and held variety of roles, mostly in in business development and relationship mamagement.
Sudhir Pai
Country
Company
MyTimeEquity
Job title
Managing Principal
Interests
About me
Wesley Humes
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Company
Black Diamond Financial Solutions
Job title
Associate Advisor
Interests
Surfing, fishing, and anything outdoors
About me
Joseph McGloin
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Company
Black Diamond Financial Solutions
Job title
Associate Advisor
Interests
About me
Michael Dunne
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Company
Cereus Financial Advisors, LLC
Job title
Financial Advisor
Interests
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Todd Sepp
Country
Company
Retirement Plan Professionals
Job title
President
Interests
About me
Adam Gallegos
Country
Company
The Foundation Investment Group
Job title
President & CEO
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John Wierenga
Country
Company
Steward Trust Advisors
Job title
President
Interests
About me
Alejandro Estevez-Breton
Country
Company
Itau Private Bank International
Job title
Chief Fixed Income Strategist
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About me
Lance Peters
Country
Company
Nautical Star Financial Group
Job title
CEO
Interests
About me
Rakesh Khilnani
Country
Company
goi
Job title
Chief Investment Officer
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About me
Jonathan Greenberg
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Company
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Job title
Accredited Investor
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