Patti Brennan, the President and CEO of Key Financial, joins us this week on ForbesBook Radio.
Her wealth management firm provides clients with personalized financial plans with multiple scenarios, stress tests and what if's. Patti and Key Financial have garnered recognition by Forbes, The Financial Times and Barron's as one of the Top Advisors in America year after year for over a decade.

This week we’re talking to Keith Lemer, the CEO of WellNet Healthcare Group. Keith tells us how his company provides businesses with fully-integrated, performance-driven healthcare benefit management solutions. WellNet Healthcare Group delivers health plans, wellness and cost management programs that are powered by sophisticated technology and engagement professionals.

This week we’re talking to Dr. Tillmann Sachs, the Chief Investment Officer at J8 Capital Management. Find out how his company uses independent return drivers in highly liquid markets to efficiently construct a systematic investment strategy that is an enhancement over CTA beta and offers true portfolio diversification.