At a Mastermind session in San Diego along with Christian Ortez, Kevin Christensen, Samantha Dinh, Christina Zins, Dave Mantell, Jonna Damiano, Dianna Laney, Joseph Leedom, Andrei Hall, Brianne Soscia, Alissa Todd, Mike Woitkoski, Li Tian, Rod Uy, Arvind Ven, Mark F., Melanie C., and Margaret S., discussing the mindset, best practices and innovations of top financial professionals.

Thanks to Ryan McClain at LPL Financial as well as Tom Pearse and Craig Pierce at First Trust for bringing it to life!