Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM.  She has a particular focus on family office clients and started her career at Wells Fargo. 

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice.  Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy. 

Paul Richards is a decision making expert with a particular focus on investment manager and trustee decision-making. He is the founder of Better Decisions, and was previously Head of Governance and Decision Research at the consulting firm Redington.

2024 will be a year of tremendous change, and tremendous noise.  With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty. 

Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.