Investment Masterminds

Positioning For Success in 2025 & Beyond

Exploring Unconventional Solutions for Unconventional Times

With special guests: 

 

Marc Zabicki, CFA®
LPL’s CIO and Director of Research

David Wood
Founder of Gateway Financial Partners

Chintan Shukla, CFA®
Portfolio Manager at Marshall & Sterling Wealth Advisors, Inc.

Ryan Williams
Director of National Accounts at Swan Global Investments

Matt Gallagher, an advisor with Vista Investment Partners and co-founder of Orange Horizon Wealth, shares his evolution from Bitcoin skeptic to advocate on Investment Masterminds.