Sean Heberling, CFA
Principal
Marion Street Capital
Alex Gurvich
Director of Research
PFM Asset Management LLC
Jeremy Bach, CFA
Principal
Bach Capital Advisors
Christine Palmer Hennigan
ChFC, CDFA
1847 Financial & Divorce Wealth Strategies, LLC
Jordan Schneider
Vice President and Regional Director
Envestnet, Inc.
Stephen P. Mullin
President and Principal
Econsult Solutions
