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John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets
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John O’Connell Named to Top Financial Professionals 2023 Hot List by InvestmentNews
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John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
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John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
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