About The Author
John Brock

John Brock, AIF®, Senior Analyst, helps to manage the IT, cyber security, and Salesforce environment at Innovest. He assists with all avenues of general technology for the firm and coordinates IT projects. He also works on the Retirement Plan Practice Group, a specialized team that identifies best practices to help clients implement new processes and increase efficiency. He is a part of the Research Team where he monitors recommended products and strategies and evaluates the financial markets.

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September 02, 2025