Stephen Chen is founder and CEO of Boldin, NewRetirement Inc.
Caitlin Douglas is a founding partner and COO at Elevation Point.
Stephanie Drescher is a partner and chief client and product development officer at Apollo Global Management.
Aly Kassim-Lakha is the founder and CEO of Aspen Standard Wealth.
Jacqueline Martinez is managing partner at Alaris Acquisitions.
Vanessa Martinez is CEO and managing partner at Expressive Wealth.
