Bio: With over 25 years of operations expertise in wealth management, I specialize in transforming teams & streamlining processes to drive ops excellence.

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

Bio: ✍️ Writer ~ AdvisorTechBook.com

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

Bio: Rosario Chacón, CFP®. FBS®, CSLP®, CDFA®, EA Wealth-Source is an Independent, Fiduciary, Fee-Only Registered Independent Advisory in California.

Bio: Chief Marketing Officer

Bio: Operations Advisor at January Capital Advisors