MARCH 2023 VOLUME 24 NUMBER 2
CONNECT
WITH OVER 73K + FINANCIAL ADVISORS & INDUSTRY PROFESSIONALS ON
Editor-in-Chief / Editorial Director Evan Simonoff evan @ fa-mag . com
Managing Editor Raymond Fazzi ray @ fa-mag . com
Senior Editors Eric Rasmussen eric @ fa-mag . com Christopher Robbins chris @ fa-mag . com
Senior Writers Karen DeMasters • karen @ fa-mag . com Jacqueline Sergeant • jackie @ fa-mag . com Jennifer Lea Reed • jenny @ fa-mag . com Ben Mattlin • ben @ fa-mag . com
Staff Writers Joyce Blay joyce @ fa-mag . com Ed Hayes ed @ fa-mag . com
Editorial Assistant Heidi Pope heidi @ fa-mag . com
Washington Editor Tracey Longo 240.491.1824 tracey @ fa-mag . com
Multimedia Editor Melissa Carter melissa @ fa-mag . com
ETF Editor-at-Large Ron DeLegge rond @ etfguide . com
Production Director / Editor Aimee Melli aimee @ fa-mag . com
Contributing Writers Mitch Anthony , James G . Blase , Harold Evensky , Gail Graham , Mark Hurley , Steve Gresham , Ross Levin , Nick Murray , Philip Palaveev , Russ Prince , Eric Reiner , Jeff Schlegel , Catherine Seeber , Ed Slott
Creative Director Beatrice McDonald-Schwing bee @ fa-mag . com
Network , submit topics , start conversations , learn , and much more .
JOIN NOW !
Circulation Manager Linda Schmitt 732.450.8866 ext . 10 linda @ fa-mag . com
Charter Financial Publishing Network , Inc . 499 Broad Street , Suite 120 Shrewsbury , NJ 07702 732.450.8866 • Fax 732.450.8877
Chairman / CEO / CFO Charlie Stroller charlie @ fa-mag . com
Director of Finance Stephanie Perrin stephanie @ fa-mag . com
Co-Founders Charlie Stroller David R . Smith Evan Simonoff
4 | FINANCIAL ADVISOR MAGAZINE | MARCH 2023 WWW . FA-MAG . COM