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.
More From This Series…