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26 June 2025 | 10:20 AM - 11:00 AM

Peerspectives Panel

Stay with us after "Peer to Pier: All Aboard" as we delve deeper into the practical applications of Direct Advisory Suite. Join us to gain actionable knowledge and skills to fully utilize the software in your own workflows.

Speakers

Financial Advisor

Ellis Baum

Financial Advisor
Tiger Investment Services
Financial Advisor

Deegan Dickson

Financial Advisor
Thrivent
Customer Success Specialist, Direct Platform

Kyle Lalonde

Customer Success Specialist, Direct Platform
Morningstar
President

Maryann Ruck

President
Integrated Wealth Strategies