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| Antoinette Alexander | Guest Host, Contributor Financial Planning | (Moderator) |
| | Alison Considine | Senior Sales Manager Betterment for Advisors | (Speaker) |
| | Brandon Roth | Sr. Product Marketing Manager Bill.com | (Speaker) |
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| | | Antoinette Alexander | Guest Host, Contributor Financial Planning | (Moderator) |
| | Alison Considine | Senior Sales Manager Betterment for Advisors | (Speaker) |
| | Brandon Roth | Sr. Product Marketing Manager Bill.com | (Speaker) |
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