Bio: I work with systems, processes and accounting for RIA companies.

Bio: Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.

Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate

Bio: As the Chief Marketing Officer at Income Lab, Ashley Dudzik is responsible for creating and accelerating the company’s marketing strategy and brand.

Bio: Operations Specialist for Financial Planning Fort Collins and Small Business Owner

Bio: President - CleverCX

Bio: Co-founder and CEO of Versoft. We focus on technology consulting for the investment management industry.

Bio: Building FINNY - A prospecting tool for financial advisors

Bio: File13F.com | Seasoned and licensed financial professional helping advisors leverage technology to gain efficiency.

Bio: Founder of Maize Financial, a fee-only RIA in Topeka, KS. I love cats, reading, hockey, and narrowing the wealth gap.

Bio: Marketing Manager for boutique RIA in Palm Beach Gardens, Florida

Bio: Director of Product at Orion Advisor Solutions, focused on our Advisor Experience. I love working with Finance and really enjoy helping through tech

Bio: General Manager - Scale Up Paraplanning

Bio: Pamela Rasey is CMO at Buckler (buckler.app), a Cyber Program Management System SaaS-based company lighting up the Financial Services industry.

Bio: Strategic Enterprise Sales @ AdvicePay

Bio: Chief Operating Officer for Xtended Financial Resources.

Bio: Marketing Manager for Caribou, a healthcare planning software solution for advisors

Bio: Implementation Specialist at Simplicity Ops

Bio: TechOps Consultant

Bio: Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

Bio: I’m a pastors kid, turned financial advisor for pastors and church organizations.

Bio: Lifestyle retirement planning for women 55-75 years young

Bio: I love brand evangelism, public speaking, marketing, and growth! I founded the wealthtech industry's first-ever Fractional Chief Evangelist offering.

Bio: Director of Operations and Technology at RIA in Austin, TX

Bio: B2B marketer, content producer, and on-camera host with a passion for storytelling. Host of the WealthStack podcast. Pony savant & travel junkie

Bio: Founder and CEO of Wealthtender.

Bio: Digital community builder and strategist | Maximizing Business Impact Through Digital Community Engagement

Bio: -

Bio: CX & Ops Guru | FinTech Nerd. Passionate about advisortech and working side-by-side to help firms scale operations and empower team success.

Bio: Solo-Advisor in the NY Metro Area. Looking to become more efficient.