Clark, Brandon
Brandon Clark is responsible for the overall development of the Federated Hermes ETF business. He has worked on launching ETFs around the world for the past 15 years and has more than 25 years of investment experience. Prior to his current position, Brandon was a managing director and product manager focusing on ETF management for […]
Pon, Lawrence
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon […]
Trouette, Brian
Brian founded Trouette Insurance Agency in 1998 with a mission of providing a disciplined, analytical approach to insurance for high-net-worth individuals and families. Brian’s specialty is providing detailed analyses to fully understand clients’ coverage needs. Careful analysis of the client’s risk profile and the specific language of policies can make the difference between being covered […]
Cookman, Ellen
At Cookman Law, we’re passionate about helping families with loved ones who will need extra support after the parents are gone. We help parents design an estate plan and build a professional team that provides scaffolding for their loved ones to thrive, ensuring financial security and protection. We then continue supporting families through our Client […]
Levine, Jeffrey
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in […]