June 26, 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

Image of Ellis Baum

Ellis Baum

Tiger Investment Services

Financial Advisor

Image of Deegan Dickson

Deegan Dickson

Thrivent

Financial Advisor

Image of Kyle Lalonde

Kyle Lalonde

Morningstar

Customer Success Specialist, Direct Platform

Image of Maryann Ruck

Maryann Ruck

Integrated Wealth Strategies

President