Bio: Director of Financial Planning at Procyon Partners

Bio: COO at January Capital Advisors | Curator of the Conneqtor Community

Bio: Solo RIA owner in Minnesota - flat fee - retirement planning primary focus.

Bio: Founder at Upstart Wealth Management, LLC

Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Bio: Marketing Team Lead @ Nifty Advisor Support

Bio: Advisor Advocate @ Nifty Advisor Support

Bio: Advisor Strategist @ Nifty Advisor Support