Live Webinar
Powering Personalized Financial Advice in the AI Era
December 10, 2025
12:00 to 1:00 p.m. ET
Meet the Presenters
John brings our B2B products and services to market by aligning sales, marketing, and sales engineering to provide our clients with advanced technology.
Brendan is the Co-Founder and CEO of Wavvest, a fintech platform transforming how RIAs deliver holistic wealth management to the next generation of wealth.
