Bio: Versatile, creative, and solutions-driven—I connect teams, streamline ops, and build lasting client relationships. I'm the glue that binds it all.

Bio: Plan to Invest Capital Management is a firm that looks to build relationships for depth rather than breadth. To help in all domains of finance

Bio: I am DaShika. I Make Connections!

Bio: CoFounder BFG

Bio: President of OFC Wealth, a fee-only firm; provides comprehensive planning/wealth management. Specialize in women in transition (divorce/widowhood).

Bio: Financial Advisor doing Financial Advisor things

Bio: solo advisor looking to grow

Bio: Advisor just trying to learn and grow :) #GoNifty

Bio: Hi! I'm Kathleen. I live just north of Boston and founded my own firm, Katapult Financial Planning, two years ago after 18 years in the business.

Bio: Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!

Bio: I am a solo advisor that's been in the industry since January 2009. I started my own RIA in 2022.

Bio: Director of Financial Planning at Procyon Partners

Bio: ✍️ Author ~ AdvisorTechBook.com

Bio: Solo RIA owner in Minnesota - flat fee - retirement planning primary focus.

Bio: Founder at Upstart Wealth Management, LLC

Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Bio: Marketing Team Lead @ Nifty Advisor Support

Bio: Advisor Advocate @ Nifty Advisor Support

Bio: Advisor Strategist @ Nifty Advisor Support