Bio: Technology consulting. Doc Management, Data Aggregation, New Account , Advisor Transitions, CRM, Performance Reporting, Billing Rebalancing

Bio: VP of Marketing - Oak Harvest Financial Group

Bio: Financial Advisor and Planner. Married 42 years to my 6th grade girlfriend. Three children and 9 grandchildren.

Bio: Wealthmind Financial Planning. Member XYPN

Bio: Operations Project Manager at Secure Money Advisors.

Bio: I'm George Jameson, CFP® founder of Capital Wealth Group LLC, offering tax-efficient retirement planning and investment management.

Bio: Operations Manager at Integrated Wealthcare

Bio: Customer Service Rep at Flagstone Financial Management in Lincoln, NE

Bio: CFP CPA located in the the Chicagoland area.

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

Bio: Membership based Financial advisor

Bio: mostly interested in integrations between preciseFP, wealthbox and zapier

Bio: RIA employee

Bio: Hi there, I just recently opened an RIA called Sunflower Financial Planning and am exploring different solutions for my financial planning firm.

Bio: Tech enthusiast financial planner and firm owner.

Bio: Partner at Omega Wealth Management

Bio: CEO @ Wrenne Financial Planning

Bio: Director of Business Operations, Compliance for an independent RIA north of Baltimore, MD.

Bio: As a Business Strategist for MN Wealth Advisors, I develop functional strategies that reach business goals and improve profit.

Bio: Operations Administrator with UNIFY Investment Solutions, IFP

Bio: CFP

Bio: Interested in learning more about how PreciseFP is helping practices grow.

Bio: Financial Advisor

Bio: Securus Financial San Diego, CA

Bio: Fractional CTO/COO. Cybersecurity and Salesforce Certified. Helping firms optimize technology to gain efficiencies and transform data into knowledge.

Bio: Executive Assistant

Bio: Dynamic Registered Investment Associate with twenty years' experience in working with clients of all levels and backgrounds.

Bio: With the RIA, rebel Financial. Looking to connect with other RIA, developers, etc to make our integrations w/Salesforce FSC, eMoney, FPAlpha better!