Bio: CEO of Fyvie Family Group

Bio: 17 years in Financial Services industry

Bio: Co-Founder of Spaces CRM | SpacesOS.com is an AI-first CRM for financial advisory firms.

Bio: Tet

Bio: I am the Administrative Assistant for Financial Foundations Inc.

Bio: Portfolio Administrator/Paraplanner Worked with FFI for 5 years

Bio: Brand Strategist helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients.

Bio: Glenn Nelson

Bio: I care deeply about creating a foundation for our team and clients to excel.

Bio: .

Bio: Eric has been with the firm for over 20 years. He is a graduate of the University of Maryland, with a Bachelor of Arts degree in Economics.

Bio: Here to help :)

Bio: Strategist connecting brands with authentic influencers for impactful, organic campaigns.

Bio: I'm new to the RIA world, after recently transitioning from the SAAS world. I look forward to learning a lot.

Bio: Hi! My name is Christa.

Bio: I’m a CPA specializing in helping Financial Advisors, RIAs, and IBDs minimize income taxes and file accurate returns as they scale their firms.

Bio: Owner/Advisor with Atwood & Palmer (34 years)

Bio: Advisor

Bio: Client Onboarding Specialist at Financial Foundations, Inc.

Bio: Director of Operations for Kingstone Financial. We are an RIA, Tax and Accounting Firm and Insurance Company.

Bio: Sr. Wealth Advisor/CFP, Independent RIA, Looking to create efficiency on the front stage and back stage.

Bio: 30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

Bio: I have a small lifestyle practice based in Las Vegas.

Bio: My name is Catherine and I am the Director of First Impressions at Demboski & Chapman Financial and Insurance Solutions Inc in Santa Barbara, CA!

Bio: CCO/Director of Ops at River Wealth Advisors 25 year industry veteran

Bio: Joined the firm in 1996. Responsible for portfolio management, investment research, client service, and equity and fixed-income trading.

Bio: Client Service Associate- Retirement Income Strategies

Bio: I am a partner/advisor with Atwood & Palmer, Inc. and have been with the firm for over 17 years.

Bio: I am a partner and advisor with Atwood & Palmer, Inc. and have been with the firm for 18 years.