Bennion, Tobin
Tobin Bennion is Head of Sales at Jump AI, where he works with RIA and broker dealer teams every day to implement safe and practical advisor focused AI. Jump AI is the leading Advisor AI meeting assistant that cuts meeting admin time by up to 90% while elevating the client and advisor experience by putting […]
Bradstreet, Shawn M
Shawn Bradstreet is a federal law enforcement special agent with over 27 years of experience with the U.S. Secret Service. Mr. Bradstreet is a Senior Executive Service Leader in Northern California and leads four field offices. He currently oversees the Service’s investigative, protection, and protective intelligence missions. In March of 2022, Mr. Bradstreet created the […]
Kim, Hoon
As a pioneer in the tax-aware investment industry, Quantinno Capital Management’s Founder and CIO, Hoon Kim holds a PhD in accounting and has managed equity portfolios at the world’s largest asset managers for 20+ years. Hoon has spent his career innovating at the intersection of tax, portfolio management, and equity research. Prior to founding Quantinno […]
Chadd, Jessi
As a Principal and Chief Wealth Officer at Aspyre Wealth Partners in Overland Park KS, Jessi Chadd, CFP® CeFT® is given a lot of opportunities to do what she genuinely loves…help people. She enjoys being the person that you can call upon for an ear to listen or for a plan to effectively maneuver through […]
Powell, Robert Joseph, III.
Robert Powell, CFP®, RMA®, is an award-winning financial journalist whose work has appeared in publications such as MarketWatch.com, USA Today, TheStreet.com, The Wall Street Journal, Yahoo Finance, Investor’s Business Daily and AARP. He serves as the editor and publisher of TheStreet’s Retirement Daily and the Investments & Wealth Institute’s Retirement Management Journal. Powell is also […]
