Wealthies Red Carpet Interviews

Listen as Greg Gates, managing director & chief technology & information officer, LPL Financial, discusses how their 2023 Wealthies Initiatives help financial advisors.

Listen as Megan Meade, CEO, The Pacific Financial Group , discusses how their 2023 Wealthies Initiatives help financial advisors.

Listen as Tara Giuliano, Chief Marketing Officer, Nuveen Investments, discusses how their firm is demonstrating leadership in 2023.

Listen as Sarah Watson, AVP, Business Consulting, Kestra Financial discusses how their firm is demonstrating leadership in 2023.

Listen as Samantha Allen, senior vice president of digital marketing, Carson Group, discusses how their 2023 Wealthies Initiatives help financial advisors.

Listen as Brian Schmidt, Head of Fixed Income Platform Solutions, Fidelity Investments, discusses how their firm is demonstrating leadership in 2023.

Listen as Joseph Kuo, CEO and Founder, Haven Tower Group, LLC, discusses how their firm is demonstrating leadership in 2023.

Listen as Ginevra Czech, director of client value-add programs, FS Investments, discusses how their 2023 Wealthies Initiatives help financial advisors.

Listen as George Zaglakas, director, recruiting operations & systems, Prudential Advisors, discusses how their 2023 Wealthies Initiatives help financial advisors.

Listen as Azish Filabi, executive director of the ethics center, The American College discusses how their firm is demonstrating leadership in 2023.