Sean Walters is CEO of the Investments & Wealth Institute. He has been active in shaping education and standards within the financial advisor profession since 1997 and has worked in senior leadership roles for member-based, nonprofit organizations since 1992.
Lance Mason is a distinguished accounting professional and licensed CPA known for his ability to bring clarity to complex financial topics. He began his career at Ernst & Young, where he built a strong foundation in public accounting before moving into the startup ecosystem.