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

Ellis Baum
Tiger Investment Services
Financial Advisor

Deegan Dickson
Thrivent
Financial Advisor

Kyle Lalonde
Morningstar
Customer Success Specialist, Direct Platform

Maryann Ruck
Integrated Wealth Strategies
President