Bio: Operations Advisor at January Capital Advisors

Bio: Implementation Specialist at Simplicity Ops

Bio: Founder of scottmax.com

Bio: I lead a group of awsome operation minded people based in Oregon.We strive to make our clients lives easier and help them live the life they want.

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

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: Co-Founder of Spaces CRM | SpacesOS.com is an AI-first CRM for financial advisory firms.

Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Bio: Co-Founder of the Exchange and CEO of Model FA

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Author, international keynote speaker and marketing coach

Bio: Help Accountants, Bookkeepers CFOs, and financial consultants to grow $1M in fees by working with less than 50 clients with advisory ecosystem.

Bio: Scaling Businesses With Custom AI Solutions https://www.reprisesai.com

Bio: CEO @ PRGRMMD

Bio: Founder & CEO @ Morningside AI

Bio: 🔱 Founder & Builder

Bio: firm believer in critically assessing whether AI is truly the best tool for the job, or if a simpler approach would be more reliable & cost-effective.

Bio: Marketing and Recruiting Coordinator at Lead Advisor

Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.

Bio: Work Hard & Be Nice To People.

Bio: Hi!

Bio: Founder & CEO @ Uppit AI. Sharing my knowledge of AI Automations through YouTube.

Bio: Helping Financial Advisors Grow

Bio: I'm a small business owner looking to leverage AI for our team of 10!

Bio: Partner at Fortress Financial Partners, based in North Carolina

Bio: I love helping advisor teams build their legacy. I'm not the consultant that tells you "what to do" - I focus making the "how to do" efficient.

Bio: I joined IDA in 2015 with 20+ years of experience, supporting advisors and clients with care, precision, and a focus on their goals.

Bio: Client Relationship Manager

Bio: Director of Business Strategy