John Bogle is founder and former chief executive of Vanguard, and president of the Bogle Financial Markets Research Center. Vanguard is now the largest mutual fund organization in the world, with current assets totaling over $4 trillion.

Laurence Fink is founder, chairman, and chief executive officer of BlackRock, Inc. Under his leadership, the firm has grown into a global leader in investment management, risk management, and advisory services for institutional and retail clients.

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization. 

Jimmy Donal Wales is a U.S. Internet entrepreneur, wiki pioneer, and technology visionary, who is best known as the founder of Wikipedia, an international collaborative free content encyclopedia on the Internet, and the Wikimedia Foundation.

Josh Brown, CEO of Ritholtz Wealth Management, helps clients align their investments with their goals and manages client portfolios. Clients range from high net worth households and corporations to retirement plans and charitable foundations. 

Sonal Desai, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles.

Dan Ivascyn is group chief investment officer and a managing director at PIMCO. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. 

Laura Lutton is North American practice leader, manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She directs the firm’s manager research analyst teams in the United States and Canada.

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar financial management applications and tools.

Don Phillips is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of its flagship print publication, Morningstar® Mutual Funds™.

Rick Rieder, managing director at BlackRock, is the global chief investment officer of fixed income, co-head of the global fixed income platform, a member of the global operating committee, and chairman of the firm-wide investment council. 

Tricia Rothschild, CFA, is chief product officer for Morningstar. She is responsible for product strategy, innovation, development, and execution for the solutions delivered to clients. 

Greggory Warren, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc., covering traditional U.S. and Canadian asset managers, as well as Berkshire Hathaway.