Advisory Board


John Faustino

John is Head of Broadridge Fi360 Solutions, Broadridge’s fiduciary education and technology business. In this role, he’s responsible for strategy and leading day to day operations.

Ryan Beach

Ryan Beach serves as President, Orion Wealth Management. Ryan is dedicated to creating solutions for complex problems, and advocates for a great experience across Orion for clients as well as team members.

David Lau

David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors.

Kelly Waltrich

For over 15 years, Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry.

Bonnie Treichel

Bonnie is the founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans.

Michael Finke

Michael Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services.