Bio: MG&A Wealth

Bio: McGee Wealth Management

Bio: I am the Operations Specialist for a solo advisor firm in Tempe, Arizona.

Bio: Wife, Mom, Business owner

Bio: Director of Admin at MasterPlan Retirement

Bio: LPL Advisor

Bio: to be con't

Bio: Go Bills

Bio: Over two decades of experience as an IT infrastructure and cybersecurity specialist, particularly supporting financial firms.

Bio: Zac Hansen

Bio: I’m a strong single mother chasing a better future for my children, every challenge fuels my growth, strength, and determination to never give up.

Bio: Client Experience Manager at Simplicity Ops

Bio: Owner, Next Mission Financial Planning

Bio: Certified Salesforce Administrator

Bio: Financial Advisor

Bio: Alan Nelson is a retired submarine officer pivoting to the financial services industry. He earned his CFP & launched his RIA Measured Money Maneuvers.

Bio: Solo RIA founder and financial planner. Member of XYPN. www.freetimefinancial.com

Bio: Compliance and operations in Utah. If you're in town lets grab lunch!

Bio: Oklahoma

Bio: Portfolio Manager @ Hill Investment Group

Bio: Founder and CEO @ Lunea Wealth Management

Bio: Financial planner passionate about helping retirees make the most of one of the most impactful stages of their life.

Bio: Virtal, advice-only, solo RIA

Bio: CFP® helping busy women and families simplify money, plan with confidence, and find peace of mind through life’s financial chaos.

Bio: Founder / Financial Advisor of Next Adventure Financial

Bio: Action Items.

Bio: Clovelly Wealth, RIA