Bio: Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.

Bio: Hi, I’m Liz. I'm the owner of Pink Thread Financial - Real financial planning and coaching for real women in real life!

Bio: Marketing that lets your prospects know what your clients have been telling everyone for years — that you're exactly the right advisor for them!