Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.

Bio: Founder, Finology Software

Bio: Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.

Bio: GRS

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Andrew is the Founder and CEO of QuAIL Technologies, which creates AI and Quantum Computing software for investment professionals.

Bio: Founder of Beemo Automation | AI Automations for RIAs

Bio: Co-founder -> Vigil - Helping annuity carriers improve post-issue servicing for agents and policyholders Family biz -> Entingh Financial

Bio: CIO for Valmark Financial Group

Bio: Lifestyle retirement planning for women 60+

Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.

Bio: We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Bio: Director of Financial Planning at LBW Wealth Management and CEO at Hyphaway. Working on bringing data driven planning to life.

Bio: FinTech veteran with roles at Northstar, AdvisorEngine and Smartria. Expertise in wealth management, go-to market and building sales teams.

Bio: I am the CEO/Founder of budgetsimple.com, a financial wellness tool built for advisors. We help advisors drive new business.

Bio: REBL Dad and recovering financial advisor.

Bio: President of YourStake

Bio: Im a financial advisor using my merchandise brand as a pillar to help people of color build wealth through my generational wealth infrastructure.

Bio: Founder of ADVDB.co and Tax Alpha, LLC. Independent taxable wealth consultant, fractional CMO, hacker, tax nerd.

Bio: Communities feel weird without faces and names. Profiles build trust and spark connection with others.

Bio: Financial Industry Professional

Bio: Investor | Venture Advisor | Entrepreneur

Bio: Hi

Bio: Founder | Financial Planner @ Off the Beaten Path Financial

Bio: Director of Operations for Sax Wealth Advisors

Bio: Independent, fee-based portfolio management and individualized financial planning.