Bio: Advisor in Carlsbad, CA. Just crossed into my 20th year. Love the profession and helping others in it. Owner and Founder PEEK WEALTH. Married w/kids.

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

Bio: Analyst at Credent Wealth Management

Bio: From Montreal, Canada.

Bio: JR

Bio: Director of Communications & Operations at Elevate Financial Group.

Bio: I collaborate with clients to create a positive, multi-generational impact for themselves, those they love, and the worthy causes important to them.

Bio: Capital Creek Operations

Bio: Carrie Mullins, CFP® Co-Founder, CEO, Wealth Advisor (503) 963-6530 carrie.mullins@firenzewealth.com

Bio: Karen Melo Ticas, with Planning for Good.

Bio: Coming Soon

Bio: CFP®️ | Founder | CEO | Husband | Father | Disciple Personal CFO for early & mid-career Christian professionals & business owners.

Bio: Parallel Wealth Financial Group

Bio: CFP, LL.M. in int tax, offshore planning, wealth management with offices in VA & NJ. Look forward to EMG networking. Playing guitar with my band.

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.