Equity compensation is one of the most valuable and misunderstood employee benefits. This event is aimed to help financial advisors working with equity compensation create a process for analyzing these holdings, illustrating strategies, and making recommendations.
| Mishaela Albright Lodestar Private Asset Management |
| Jason Allen Dimensional Fund Advisors |
| Jennifer Butler Summit Wealth and Retirement Partners |
| Eric Flett Concentric Wealth Management |
| Eric Gross Grodin Financial |
| Nancy Hairsine LifeMark Securities |
| Doug Hanson Charles Schwab & Co., Inc. |
| Abby Hasling The Mather Group |
| Sydney Kovacs Burton Enright Welch |
| David Lawrence Willow Creek Wealth Management |
| Eileen Loustau Asti Financial Management |
| Eileen McPeake McPeake & Company LLC |
| Marisa Mead Burton Enright Welch |
| Nicole Middleton Holloway Strategy Squad |
| Elizabeth Mintzer Rainer Wealth Management |
| Danielle Miura Spark Financials |
| Chad Perbeck Waypoint Wealth Partners |
| Kathryn Peyton Abacus Wealth Partners |
| Debbie Pursey Wealth Enhancement Group |
| Maxwell Schmitz Yetworth Insurance Solutions |
| Cherie Stueve Plancorp |
| Jason Terhune Capital Advantage, Inc. |
| John Thiel Wealthspire Advisors |
| Amanda Walker Concentric Wealth Management |
| Sean Wilhelmy Sweeney Kovar |
| Beth Williams Future Wallet |