Bio: Co-Founder of the Exchange and CEO of Model FA

Bio: Helping Financial Advisors Grow

Bio: Helping financial advisors master sales, close more clients, and grow their book of business. Marketing done—now let’s finish the job.

Bio: Author, international keynote speaker and marketing coach

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: CPA and Founder of Jalada. Passionate about growth and all things tax.

Bio: CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Bio: Christian, Husband, Father, Gamer, and oh! Marketing Expert for Financial Advisors, that too XD

Bio: Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Bio: Author & financial planner

Bio: ✍️ Writer - AdvisorTechBook.com | Founder of Advicer.bio

Bio: U.S. Army veteran, educator, and entrepreneur. Owner of DBR Bookkeeping and DBR Publishing. Doing Business Right to mentor others on finances.

Bio: Later

Bio: Senior Sphere

Bio: Help Accountants, Bookkeepers CFOs, and financial consultants to grow $1M in fees by working with less than 50 clients with advisory ecosystem.

Bio: Founder of Deliver Advice | Creating Human-Centered, High-Growth, Scalable Financial Advisory Firms Through Strategic Collaboration