In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Erin Wood, Senior Vice President for Financial Planning at Carson Group. Erin oversees all financial advice avenues at…
In today’s episode, Jamie and Ana talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC. Justin is working to bring crypto-assets and the…
In today’s episode, Jamie and Ana talk with Nicole Casperson, Founder of WTFintech? and founding content creator for Workweek. Nicole is well-known for her journalism in the financial industry.…
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragatz, Vice President, NextGen and Advisor Development Programs at Carson Group, and…
In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded diversity and inclusion (D&I)…