Bio: Living that Solo RIA dream since 2016.

Bio: Co-Founder of Propel Financial Advisors, an independent fee-only RIA. I'm also an attorney and tax pro in Brooklyn, NY. I have two kids, love running.

Bio: I am a financial advisor with Thrivent located in La Crosse, WI. I have been with Thrivent for 10 years.

Bio: Financial advisor with Edward Jones since 2018. Excited to learn from Libby and our group!

Bio: CFP at Edward Jones for 6 years. In the past, a CPA for over 20 years and a Teacher for over 10 years.

Bio: Financial Planner with Cetera Investors in the Bay Area, CA.

Bio: I've been a Financial Advisor for the past 3 yrs. worked as an accountant before. I have office locations in Houston and College Station, TX area.

Bio: Efficient Advisor