Kay Lynn

President of Merit

Financial Advisors

Kay Lynn Mayhue on Why Investing in Talent Is Key to a Firm’s Long-Term Success

Kay Lynn Mayhue, president of Merit Financial Advisors shares the importance of cultivating top talent and creating a strong company culture, organic growth tactics that work, and the many ways to attract and support women in financial services.

Jimmy Lee on How AI and ESG Will Impact Financial Planning

Jimmy Lee, founder and CEO of Wealth Consulting Group talks about “where the puck is going,” the debate around ESG and its future, and the many applications and use cases of AI in financial planning.

Jimmy Lee

Founder and CEO of

Wealth Consulting Group

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