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Trusted Wealth
Expert Network

We're fortunate to have a growing pool of engaged industry experts who appreciate our mission and contribute invaluable insights and thinking to better our service. 

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Finance, business and economics professors from a large selection of schools

Wall Street


Active and retired fund managers, analysts and economists

Securities Fraud


Attorneys who specialize in securities fraud and investment professional misconduct



Active and retired staff from government agencies such as the SEC, FINRA, CFPB and others

Our expert panel plays a pivotal role in identifying areas that require policing and developing effective detection strategies. Drawing upon their extensive knowledge and experience, they meticulously help us analyze market trends, regulatory developments, and emerging risks to pinpoint potential areas of concern. Through constant engagement, they help us stay at the forefront of an investing landscape where compliance and risks are constantly changing.

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