Dan LaPlante

Tuesday, May 14, 2019

Dan LaPlante

chief investment officer, Citizens Bank Wealth Management

The Big Interview

On Twitter: @CitizensBank

Links: www.citizensbank.com/wealth-management

Dan LaPlante

Matt Schulz

Tuesday, May 14, 2019

Matt Schulz

Matt Schulz

Leo Leydon

Tuesday, May 14, 2019

Leo Leydon

president, Financial Focus Advisory Services

Technical Difficulties

On Twitter: @LeoLeydon

Links: www.StocksAndTaxes.com

Leo Leydon

Karl Mills

Tuesday, May 14, 2019

Karl Mills

president, Jurika, Mills & Keifer

The Big Interview

Links: jmkadvisors.com

Karl Mills

Kari Droller

Monday, May 13, 2019

Kari Droller

vice president, third-party mutual funds and ETFs, Charles Schwab

Money Life at Morningstar

Links: www.schwab.com; https://www.aboutschwab.com/etf-investor-study-2019

Kari Droller

Monday, May 13, 2019

Josh Vail

president, 361 Capital

Money Life at Morningstar

On Twitter: @361capital

Links: 361capital.com


Brian Milligan

Monday, May 13, 2019

Brian Milligan

portfolio manager, Ave Maria Growth Fund

Money Life at Morningstar

Tickers Discussed :MA, V, ROP; during "Hold It or Fold It:" SBAC, CCI, AMGN, BKNG, AN

Links: avemariafunds.com

Brian Milligan

Joe Mallen

Monday, May 13, 2019

Joe Mallen

chief investment officer, Helios Quantitative Research

Money Life at Morningstar

On Twitter: @Joseph_Mallen

Links: heliosdriven.com

Joe Mallen

Bryce Fegley

Monday, May 13, 2019

Bryce Fegley

portfolio manager, Sextant Global High Income fund

Money Life at Morningstar

Links: saturna.com

Bryce Fegley

Monday, May 13, 2019

Amit Wadhwaney

co-founder/portfolio manager, Moerus Capital

Money Life at Morningstar

Links: moeruscap.com

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