Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.

Bio: Financial Advice for Firefighters

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Bio: Web, Marketing, and Design Expert for the Financial Services Industry

Bio: financial planner

Bio: I am the VP of Client Services. Interested in growing the Business and Client Experience.

Bio: Head of Marketing @ GeoWealth - The Modern TAMP for RIAs

Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Bio: CFP professional based in DC Metro passionate about helping consumers gain access to clear, concise, competent ethical financial advice.

Bio: Michelle Odom is the founder of Ellevate and provides growth-minded RIA firms with technology consulting and platform optimization services.

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: Advice-Only Fiduciary Financial Planner

Bio: Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!

Bio: Solo-Advisor in the NY Metro Area. Looking to become more efficient.

Bio: CX & Ops Guru | FinTech Nerd. Passionate about advisortech and working side-by-side to help firms scale operations and empower team success.

Bio: -

Bio: Digital community builder and strategist | Maximizing Business Impact Through Digital Community Engagement

Bio: Founder and CEO of Wealthtender.

Bio: B2B marketer, content producer, and on-camera host with a passion for storytelling. Host of the WealthStack podcast. Pony savant & travel junkie

Bio: Director of Operations and Technology at RIA in Austin, TX

Bio: I love brand evangelism, public speaking, marketing, and growth! I founded the wealthtech industry's first-ever Fractional Chief Evangelist offering.

Bio: Lifestyle retirement planning for women 60+

Bio: I’m a pastors kid, turned financial advisor for pastors and church organizations.

Bio: Client services professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

Bio: TechOps Consultant

Bio: Implementation Specialist at Simplicity Ops

Bio: Marketing Manager for Caribou, a healthcare planning software solution for advisors

Bio: Chief Operating Officer for Xtended Financial Resources.

Bio: Strategic Enterprise Sales @ AdvicePay