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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.