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[vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”3/4″]As Chief Experience Officer of Dakota Wealth Management, Carina is responsible for providing leadership and mentoring to the other client advisors at Dakota Wealth, as well as directing marketing efforts for the firm. She also advises her own clients on investment and financial planning matters. As Chief Experience Officer of Dakota Wealth Management,…

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession.   named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people.  Healy was named to   inaugural “Women…

Dr. Mulholland is The University of Akron’s Financial Planning Director who is passionate about bringing new and more diverse talent to the financial planning industry. fully iced out replica watch