Bio: From Montreal, Canada.

Bio: We help you scale your business by learning how to out source, systemise and develop processes. We also love music bonus points for dancing and adhd!

Bio: 💎 Personal Wealth Coach | Empowering young professionals to master their finances & build lasting wealth.

Bio: .

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: Building an RIA

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Bio: Founder of Deliver Advice | Creating Human-Centered, High-Growth, Scalable Financial Advisory Firms Through Strategic Collaboration

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Bio: Tech + Human Behavior

Bio: MIT engineer with a background in quant finance, econ, and programming. I'm building AI for advisors. I've been a registered advisor for 4 years.

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Bio: Father of 2 Husband of 1 Financial Advisor

Bio: Founder: OnPointe Software Co-Founder: Advisor Share, LLC (IMO) Co-Founder: Advisor Share Wealth Management (RIA) Co-Founder: Advisors TAMP

Bio: Offering advisors an alternative to the leading advisor tech platforms

Bio: Christ Follower → Kingdom Innovator → Learning Addict → Web3 Investor → Market Researcher → Fitness Fanatic | Learning RIA tech stack best practices

Bio: Small Accountant Partner working with small business owners

Bio: Director of Investments

Bio: Founder and Director of Wealth Planning Certified Financial Planner Brazilian Jiu-Jitsu Black Belt

Bio: By day, I help firms make risk 100x easier to understand. By night, I am a humble brazilian jiu jitsu practitioner and assistant coach.

Bio: Member & Product Support Associate at fpPathfinder

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Bio: I help you better understand your finances so that you can reduce your money stress and focus on living a fulfilled life.

Bio: Director of Client Service and CCO PYA Waltman Capital, LLC

Bio: My name is Kristine Holdridge, and I help small businesses get quick access to loans and credits.

Bio: New Advisor trying to build and grow my practice.

Bio: Making AI -actually- work for Financial Advisers. By FAs for FAs.

Bio: Curious digital chamaeleon using Notion, Make and Glide. Support SME in their adoption of AI