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

Bio: VP of Investment Operations. Heavily involved with managing firmwide technology and workflows.

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.

Bio: After getting licensed as a Financial Advisor, I realized my true passion lies in operations and client service.

Bio: As President and Founder of Seaside Wealth Management, Brad Lineberger is proud to run a unique and comprehensive wealth management firm.