5DECEMBER - JANUARYCXO INSIGHTSFINANCIAL FREEDOM ­ THE NEW DEFINITION OF WEALTHDINA KOTSOPOULOS, HEAD OF WEALTH, ING AUSTRALIA19INDEX INVESTING ISN'T JUST ABOUT BEING PASSIVE ANYMOREKEVIN M. GLEASON, HEAD OF FUND COMPLIANCE, CHIEF COMPLIANCE OFFICER MAINSTAY FUNDS, CHIEF COMPLIANCE OFFICER INDEXIQ ETFS, NEW YORK LIFE INVESTMENT MANAGEMENT14HELPING PROVIDE FINANCIAL SECURITY THROUGH A PEOPLE-FOCUSED APPROACH TO PORTFOLIO MANAGEMENTYESIM TOKAT-ACIKEL, MANAGING DIRECTOR, PORTFOLIO MANAGER, PRINCIPAL ASSET MANAGEMENTSM25THE VIEW FROM THE KNIFE'S EDGE: A NEW MARKET REGIMESÉBASTIEN PAGE, CFA®, HEAD OF GLOBAL MULTI-ASSET AND CHIEF INVESTMENT OFFICER, T. ROWE PRICE284 COMMONLY USED WEALTH TRANSFER STRATEGIESJEANNE KRIGBAUM, CHIEF WEALTH PLANNING OFFICER, OLD NATIONAL WEALTH MANAGEMENT, OLD NATIONAL BANK 22ROBO-ADVISORS ARE HUMANS TOOMICHAEL WILLIAMS, CFA, RBC INVESTEASE DIRECTOR, PORTFOLIO ADVICE3218i-squared Wealth ManagementKETU DESAI,FOUNDING PARTNER AND PRINCIPAL20InVestraERIN EIRAS, CPFA, CEPA, FOUNDER, CEO, AND WEALTH MANAGER24Lattice Wealth ManagementMICHAEL ROSS, FOUNDER27Stark Wealth ManagementJEFFREY K. STARK, REGISTERED PRINCIPAL AND LPL FINANCIAL30The Wealth MasterySTACY TURNER, FIDUCIARY AND CRPC33YTS Wealth ManagementNICHOLAS SUBICH, PRESIDENT AND CEOWEALTH SERVICES PROVIDERS - 2023TOP 20MANAGEMENT
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