Bio: Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

Bio: 💎 Personal Wealth Coach | Empowering young professionals to master their finances & build lasting wealth.

Bio: build it right

Bio: RIA practice-management nerd. :)

Bio: Responsible for driving strategic growth and client engagement across all facets of the Wealth Management vertical for Aidentified.

Bio: Founder of LEA. We enable advisors to offer personalized financial advice at scale.

Bio: Two decades worked in financial advisory practices - done everything form serving coffee to clients to compliance. Now, founder of Pulse360

Bio: CIO at IWPUK

Bio: Co-Founder @ Spaces

Bio: CEO at WealthLine

Bio: 19 years old, Content Creation Agency Owner

Bio: EVP, Product @ Zocks

Bio: Financial Advisor

Bio: Estate planning attorney

Bio: Sherman Wealth Solutions LLC- CPA, CFP, CDFA, CPFA

Bio: UX leader, founder of AdvisorCopilot.com – helping advisors, RIA builders & operators leverage AI to streamline workflows and enhance client value.

Bio: Amplify, Chief Growth Officer

Bio: CEO Vision Wealth Management, Vancouver, BC

Bio: Wealth Advisor / Partner at Boyd Wealth Management

Bio: Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

Bio: Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

Bio: I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

Bio: RIA TechOps

Bio: 1st advisor to adopt FinDash.ai for my lifestyle practice! Use code 15off for 15% off your first 6mo. CFP® for Disney cast members past/present/future

Bio: I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.

Bio: Bend, OR

Bio: The WINGMAN🪽 data collector!

Bio: Writer of many things. Books/Songs/Poetry/Movie Scripts. I think, therefore I feel - deeply.

Bio: Cofounder at FinDash