Bio: Advisor at Merriman Wealth Management.

Bio: Advisor seeking to deepen the client relationship with scalable & efficient practices.

Bio: CLU, ChFC, CFP & Private Wealth Advisor

Bio: Mary works with high-net-worth individuals and multi-generational families as well as institutions to find solutions to their wealth management needs.

Bio: Recovering CPA

Bio: I’m a Financial Advisor at Savant Wealth Management.I help people undergoing major transitions develop financial clarity and make informed decisions.

Bio: Lead Wealth Advisor with large national RIA, primarily serving business owners, executives, and multi-generational families.

Bio: RIA based in Southern California, Daley Financial Planning. Focusing on small business owners, father of 3, and a fanatic about being a fiduciary.

Bio: David Miller CFP Ocean View Financial in La Jolla

Bio: Partner with Wealth Plan Group in Onalaska WI

Bio: Project and UX Manager. My main focus is reviewing day to day processes within the company and how to provide personalised advice at scale.

Bio: will add later

Bio: Senior Director, Wealth Management - Choreo

Bio: Mike is a Senior Director with Choreo that has devoted his exclusive career in the financial services industry to help high-net worth clients.

Bio: Financial Advisor and member owner at Savant Wealth Management. I help individuals, families, and institutions to help create a life worth living.

Bio: Financial Planner with Savant Wealth Management

Bio: Senior Associate Advisor

Bio: FA

Bio: I have been involved in the financial services industry since 2022. On the side, I work for 3rd Decade, a nonprofit that provides financial education.

Bio: Jarid began his financial career working for his family at the Alpine Bank in Rockford, IL and now works for Savant Wealth Management in Rockford, IL.

Bio: Financial Advisor | Team Lead -- Savant Wealth Management

Bio: Hi! I am currently working as a financial advisor with Savant Wealth Management, a fee-only fiduciary investment advisor.

Bio: Certified Financial Education Instructor Financial Architect / Pension Designer Retirement Income Distribution Specialist Tax Conversion Specialist

Bio: Advisor at Savant Wealth Management.

Bio: 30+ years of experience scaling service businesses' operations to thrive and positively impact their employees, clients, and community.