Bio: Steven Xiong

Bio: Your uniqueness is your value proposition. You must differentiate your process, your deliverables, and most importantly, differentiate your value.

Bio: Ryan Pao

Bio: Michael Shafir

Bio: Father of 3, Managing Director, 17 Year Vet Advisor

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Bio: Tom Rorrer

Bio: I am a WMA and MD from Stamford CT. Excited to level up!

Bio: Financial Advisor | Madison, MS | 12 years of experience | Husband, father of 3 wonderfuldaughters

Bio: PWA / Pathlight Financial Group / NM since 2009 / NYC / Empty nester

Bio: Alissa Lee

Bio: WMA in Milwaukee. Wife and Mother of 2 sets of TWINS.

Bio: President Founder and 100% owner of Sconset WM, based out of Boston. 31 years at NM, 9 full time team members, managing $535M of AUM+Forum annual

Bio: Married 30 yrs to Christina. 2 awesome daughters. Jesus follower. Biz owner of a financial planning firm. Team of 5. Builder of people in life!

Bio: Barry Fies

Bio: New Yorker. HS Teacher. Closer. Vienna's Mother.

Bio: .

Bio: Co-founder/Private Wealth Advisor at Four Anchors WM

Bio: Learner

Bio: Husband, father, follower of Jesus Christ, trusted advisor to business owners and others who want to impact others with their wealth.

Bio: Paraplanner

Bio: On the West Coast! 6 Years in the business, looking to continue to scale!

Bio: Madalyn Richardson

Bio: Director, Family Office Project Management

Bio: Insurance Operations Manager| Client Experience Leader

Bio: Peter Hu-Private Wealth Advisor