Eric Becker
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AGE: 56
POSITION: Co-Founder and chairman, Cresset
LOCATION: Chicago
EDUCATION: University of Chicago

Seth Harris
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AGE: 56
POSITION: Research fellow, Alliance for Lifetime Income
LOCATION: Washington, D.C
EDUCATION: B.A., Cornell University; J.D., New York University School of Law

Bari Havlik
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AGE: 57
POSITION: Executive vice president, member supervision, FINRA
LOCATION: New York City
EDUCATION: B.A., DePaul University

Scott Huff
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AGE: 46
POSITION: CEO, Yourefolio
LOCATION: Cleveland
EDUCATION: B.A., M.A. University of Akron

Peter Kraus
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AGE: 66
POSITION: Chairman and CEO, Aperture Investors
LOCATION: New York
EDUCATION: B.A. in economics, Trinity College; MBA, New York University’s Stern School of Business

Sabrina Lowell
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AGE: 39
POSITION: Advisor and partner, Mosaic Financial Partners
LOCATION: San Francisco
EDUCATION: Certificate in Personal Financial Planning, U.C. Berkeley; B.A. in business administration, Principia College

Hanh Nguyen
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AGE: 30
POSITION: Co-founder, CEO, Complect
LOCATION: Denver
EDUCATION: B.A. in foreign affairs, University of Virginia

Penny Pennington
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AGE: 55
POSITION: Principal and incoming managing partner, Edward Jones
LOCATION: St. Louis
EDUCATION: B.S. in commerce, University of Virginia; Wharton’s Securities Industry Institute; and MBA, Kellogg School of Management at Northwestern University

Tyrone Ross Jr.
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AGE: 39
POSITION: Managing partner, NobleBridge Wealth
LOCATION: Montclair, N.J.
EDUCATION: B.A. in communications, Seton Hall University

Dimple Shah
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AGE: 42
POSITION: Executive vice president, corporate strategy, LPL Financial
LOCATION: San Diego
EDUCATION: B.A. in economics, Stanford University; MBA, Harvard University