Insights from FutureProof Festival 2023

Name Matt Middleton
Company  Advisor Circle
Website https://futureproof.advisorcircle.com/
Location Boston, United States
Name Brad Fey
Company  FP Alpha
Website https://fpalpha.com
Location New York, United States
Name Brad Joudrie
Company  Conquest
Website www.conquestplanning.com
Location Toronto, Canada
Name Dan Harding
Company  WealthPRIME
Website https://wealthprime.com
Location United States
Company  Flourish
Website www.flourish.com
Location New York, United States
 Name Jennifer Valdez
Company  Intelliflo
Website www.intelliflo.com
Location US, UK and AUS
Name Kathy Crowley
Company  Advisor Engine
Website www.advisorengine.com
Location North Carolina, United States
Name Lee Davidson
Company  Morningstar
Website www.morningstar.co.uk
Location Chicago, United States
Name Rob Koyfman
Company  Koyfin
Website www.koyfin.com
Location New York, United States