This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.
Guests Include:
Leslie Marshall of Mesmerise
Daniel Dusina of Blue Chip Partners
Jamie Hopkins of Carson Group
Brian Portnoy of Shaping Wealth
Dr. Preston Cherry of Concurrent Financial Planning
Tyrone Ross Jr. of Turnqey Labs
Shana Sissel of Banríon Capital Management
J. Alan Reid and Alex Thaler of Iconik
