TOP CUSTODY SOLUTION 2025TOP FINANCIAL WEALTH MANAGEMENT ADVISORS 2025EVAN W. GERALD, CFP®PARTNER, SENIOR ADVISORJOHN ULRICH, CFP®FOUNDER AND PRESIDENTWHITNEY E. SOLCHER, CFA® CIO, PARTNER AND SENIOR ADVISORAmerican Trust Custody18TIM FRIDAY, PRESIDENT & CEOCommodity Systems Inc.Draggoo Financial Group2433JACK STAUFFER, CEOBRADEN DRAGGOO,FOUNDERUlrich Investment Consultants36MATT J. ULRICH, CFA®PARTNER, DIRECTOR OF INVESTMENT RESEARCHTOP EOD MARKET DATA AND TRADING SOFTWARE 2025TOP INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICE 2025CXO INSIGHTS30 BRIDGING ANALYTICS AND BUSINESS STRATEGY IN CONSUMER FINANCEDAN NIEMIEC,EXECUTIVE VICE PRESIDENT & CHIEF CREDIT OFFICER,1ST FRANKLIN FINANCIAL CORPORATION32 EFFECTIVE FINANCIAL RISK MANAGEMENTGILBERT ASAMOAH, CREDIT RISK MANAGER,NISOURCE37 THE FINANCIAL ADVISOR RETIREMENT WAVEJOHN TURNER,VP - INVESTMENT ADVISOR LENDING,LIVE OAK BANKSTATE OF THE INDUSTRY14STRATEGIC FINANCIAL GUIDANCE POWERED BY INNOVATION AND TRUST22ELEVATING SECURITY THROUGH ADVANCED CUSTODY SOLUTIONS28RISE OF END-OF-DAY MARKET DATA AND TRADING SOFTWARE34NAVIGATING INVESTMENTS: THE POWER OF FINANCIAL PLANNING40EXPANDING HORIZONS IN FINANCIAL WEALTH MANAGEMENT ADVISORY ROLES
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