Advisory Board

Frank Anguiano

FA pic
Head of Products - UBS

Mark Friedenthal

Studio Session-046-2 (3)
CEO - Tolerisk

Jonathan Jacobs

JJ pic
SVP - LIBRA Insurance
SVP - Crump Life (2016 - 2020)

Miriam Lefkowitz

Sr. Legal/Compliance Expert
General Counsel RIA/BD (2002 - 2007)
SEC Sr. Counsel (1999 - 2002)

Michael Raneri

MR pic (1)
CTO - Voya Financial
Chief of Digital Innovation - AssetMark (2019-2022)

David Ritchey

DR pic
DVP - Symetra
Sr. Investment Strategy Advisor – SS&C (2013- 2022)

Colin Slabach

CS pic 2
Faculty Lead - NYU MS in Financial Planning

Kelly Waltrich

KW pic
CEO - Intention.ly
CMO - Orion (2017 - 2021)
CMO - eMoney (2013 - 2017)

Ryan Wheeler

RW pic
CTO - Tolerisk

Michael Zebrowski

MZ pic
COO - Docupace
EMD - Envestnet/ AI Labs (2016 – 2022)
COO - eMoney (2006 - 2016)