Bio: 26 years caring for people as a CFP. My many loves include skiing, hiking, & live music, Katie and our two college daughters who seem to be thriving.

Bio: Founder & CEO, Advisor - Inflection Wealth Management. Location: Mill Creek WA (Seattle) Affiliated with Alongside (RIA) RedTail, MGP, Orion, Fidelity

Bio: Financial Planner for professional pilots.

Bio: Financial Advisor in the San Diego area

Bio: Financial Advisor - Edward Jones

Bio: I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.

Bio: CFP® & CEO of CapstoneWealth | Helping retirees live rich, not die rich, through smarter income, tax, and estate planning strategies.

Bio: Financial Advisor

Bio: Rachel's husband of 22 years, father of 3 teenagers, 5th gen Texan, and a Texas Aggie alum. In the industry for 20 yrs, RIA for 5yrs, CFP® for 2yrs

Bio: Equitable Advisors B/D. Using LPL Financial, Broadridge and Assetmap.

Bio: Wealth Advisor, Managing Partners at Arrowhead Wealth Partners.

Bio: Office Manager

Bio: Located in Coeur d'Alene, ID. We are use Osaic as our BD. Our main tech systems are Redtail and MoneyGuide Pro, and we recently added Zocks.

Bio: Team mate with Josselyn O'Connor at Edward Jones in Soldotna, AK. Registered Branch Associate with aspirations to become an Assoc. Financial Advisor

Bio: Financial planner with 20+ years’ experience, specializing in retirement, Social Security, tax strategies, and guiding clients nationwide

Bio: Administrative Assistant

Bio: Hi, I'm Brandon Klemm! I'm an associate advisor at an independent RIA, AFS Financial Group, just outside Detroit, MI. Love God, my wife, and 6 kids.

Bio: Financial advisor serving individuals and families with a thoughtful, long-term approach to planning and wealth management.

Bio: Waupun, WI /Salesforce & Money Guide/ Edward Jones

Bio: Edward Jones Financial Advisor

Bio: Samantha is the founder of Insight Wealth, an independent team of Eversource Wealth Advisors in Lee's Summit Mo. She has been an advisor since 2012.

Bio: Financial Advisor

Bio: Since beginning her career in finance in 2018, she takes joy in assisting clients daily and strives to help each client receive exceptional service.

Bio: New advisor with Rob Tarlov's office, Paragon Financial Group. Previously an engineer of six years until a career change in 2025.

Bio: Marketing and Growth Manager as Paragon Financial Group - Avon CT

Bio: Client Success Coordinator | Savoire Financial

Bio: Shelly Peterson is a Client Service Associate at GFC Planning.