| Name | Title | Contact Details |
|---|---|---|
Daniel Bradley |
Senior Associate General Counsel | Profile |
Lori Leonardo |
Sr. Associate General Counsel | Profile |
Lauren Oldham |
Senior Associate General Counsel | Profile |
Heather Byrd Asher |
Senior Associate General Counsel | Profile |
Lj Williams |
General Counsel and Director of Strategic Development, Gaming Services | Profile |
Family Office Exchange (FOX) is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. Founded in 1989, we strive to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.
Country Futures Inc is a Frankfort, KS-based company in the Financial Services sector.
Payden & Rygel Investment is a Los Angeles, CA-based company in the Financial Services sector.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Pinnacle Credit Union is a Atlanta, GA-based company in the Financial Services sector.