Ben Kates
Compass Red
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
Evan Karson
Associate Economist
Moody's Analytics
