JUNE 2024 VOLUME 25 NUMBER 5
CONNECT
WITH OVER
Editor-in-Chief / Editorial Director Evan Simonoff • evan @ famagazine . com
Managing Editor Raymond Fazzi • ray @ famagazine . com
Senior Editor Eric Rasmussen • eric @ famagazine . com
FINANCIAL ADVISORS & INDUSTRY PROFESSIONALS ON
Senior Writers Karen DeMasters • karen @ famagazine . com Jacqueline Sergeant • jackie @ famagazine . com Jennifer Lea Reed • jenny @ famagazine . com Ben Mattlin • ben @ famagazine . com Christopher Williams • christopher @ famagazine . com
Staff Writer Ed Hayes ed @ famagazine . com
Editorial Assistant Heidi Pope heidi @ famagazine . com
Washington Editor Tracey Longo 240-491-1824 tracey @ famagazine . com
Production Director / Editor Aimee Melli aimee @ famagazine . com
Multimedia Editor Melissa Carter melissa @ famagazine . com
ETF Editor-at-Large Ron DeLegge rond @ etfguide . com
Contributing Editors Mitch Anthony , James G . Blase , John Bowen , Harold Evensky , Gail Graham , Mark Hurley , Steve Gresham , Ross Levin , Nick Murray , Philip Palaveev , Russ Prince , Eric Reiner , Jeff Schlegel , Susan Theder , Ed Slott
Creative Director Beatrice McDonald-Schwing bee @ famagazine . com
Charter Financial Publishing Network , Inc . 149 Avenue at the Common • Suite 201 Shrewsbury , New Jersey , 07702 732-450-8866 • Fax 732-450-8877
Chairman / CEO / CFO Charlie Stroller charlie @ famagazine . com
Network , submit topics , start conversations , learn , and much more .
Director of Finance Stephanie Perrin stephanie @ famagazine . com
Co-Founders Charlie Stroller David R . Smith Evan Simonoff
Charter Financial Publishing Network , Inc .
For a free subscription to Financial Advisor magazine , visit our website at www . fa-mag . com .
4 | FINANCIAL ADVISOR MAGAZINE | JUNE 2024 WWW . FA-MAG . COM