Bio: Provisio Wealth Advisors, Disciple of Jesus, hunter, BJJ, husband, father.

Bio: I'm a CFP in Kearney, Nebraska. I operate a tuck-in practice within a larger RIA based out of Omaha Nebraska.

Bio: I help aspiring and existing financial professionals master a winning mindset to transform their client relationships and drive real results.

Bio: Founder & CEO of Seeds | Helping advisors deliver a more meaningful investing experience at scale.

Bio: CEO @ WealthPlan Group. Actively buying advisory businesses. Strong beliefs, loosely held.

Bio: Fiduciary CFO for RIA firm owners and their business owner clientele. Host of Unexpected Hobbies of Financial Advisors podcast.

Bio: Former RIA COO & TAMP Executive

Bio: Operations Manager at BLBB Advisors

Bio: VP of Wealth Strategy at OneDigital. Solver of complex problems, detector of strategy BS — and changer of minds at all levels in an organization.

Bio: From Montreal, Canada.

Bio: I work for SYM Financial Advisors where I serve as the manager of the planning team and a financial advisor. Part-time I serve in the USMC Reserve.

Bio: I am a Wealth CFO with Forefront Wealth Partners.

Bio: Ecom

Bio: Director Of Business Development at United Financial Planning Group. We are a fee-only firm with locations in NYC and Long Island, NY.

Bio: Husband, dad, stock junkie & hockey fanatic.I have a hyper efficient high touch business serving corporate employees & business owners pre-retirement

Bio: Sonya is the Director of RIA Solutions at Intention.ly. She has over a decade of experience in the Financial Services Industry (BofA, JPM, MS).

Bio: RIA advocate who lives fintech but loves practice management. Currently Head of RM at AdvisorEngine. Prev at TDA for 9 years.

Bio: ACHIEVEMNET AND GROWTH

Bio: A fintech executive, operator, and strategic advisor with over 30 years of experience scaling platforms at the intersection of fintech and wealth mgt

Bio: Founder @ MOKAN Wealth: We Serve 401(K) Millionaires Who Hates Taxes

Bio: https://www.linkedin.com/in/bmmallen/

Bio: Lifestyle retirement planning for women 60+

Bio: Executive Leader: Comms/Change/Ops & Strategic Execution; Scaling Growth-Oriented Firms

Bio: https://www.linkedin.com/in/allison-felix 25 yr veteran of wealth management space as a former COO & Managing partner. Now Frac COO

Bio: In his practice, Cary advises high-net-worth individuals, successful business owners, executives, and affluent multigenerational families.

Bio: Curious, creative, driven to leave people, processes, and systems in better shape than I found them.

Bio: Hi! I’m Paula, passionate about growth and transformation

Bio: Want to make money online