Bio: Wife, Mother, Maker, Servant Leader, & Financial Advisor

Bio: Financial Advisor; CA Licensed Attorney; Mom; Making a difference in people's journeys.

Bio: With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with holistic well-being.

Bio: Personal finance writer and author of Growing Wealth: Essential Money Lessons from Garden to Yours. Currently writing a book on estate settlement.

Bio: Business Mentor & Entrepreneur. As a VP of Sales in a leading tech company. Ready to take your business to the next level? Let’s make it happen.

Bio: Financial Planning + Retirement Planning | Busy Professionals + Families | Imagine your future | Prioritize what matters to you the most.

Bio: I specialize in helping people create simple plans to manage money, pay off debt, save, and finally feel in control of their finances.

Bio: 30+ years of experience scaling service businesses' operations to thrive and positively impact their employees, clients, and community.

Bio: 🦩Unlocking the Harmony Between Your Work and Wellbeing - Coaching founders on growing and exiting their company while living the life they dream.

Bio: Jeannette Seibly Talent Advisor / The Leadership Results Coach Expert in solving people issues for small business and family business leaders.

Bio: Founder, CEO @ Nifty Advisor Support

Bio: Marketing professional with entertainment, fintech, and insurance background. Stepping into wealth management and looking to shake up the space.

Bio: I empower women with a tangible plan to manage the fear, uncertainty, and overwhelm that comes with a dementia caregiving journey.

Bio: With a background in web/graphic design, I started Melu with my wife, Kimberley, back in 2018. I'm based in Oxford, England, but a huge NFL fan!

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Bio: Your Busy Brain Coach for Peak Performance and Passionate Living.

Bio: I am the CEO/Owner of Humans Being Resources where we focus on helping financial firms locate, screen and hire top talent for their firms.

Bio: Rob is the Founder and CEO of InterGen Data, a company revolutionizing the banking, financial services, insurance, & home healthcare industries.

Bio: Partner at Uplifting Capital, a private asset impact investments firm. Over ten years of experience in financial services, strategy, and innovation.

Bio: Leslie leads Green Century Funds. In 2024, she was named to the Forbes’ 50 Over 50 list and to the Barron’s 100 Most Influential Women in U.S. Finance

Bio: CEO & Co-founder @ Zeplyn.ai | Former Google AI Engineer | Harvard Business School MBA'23

Bio: More info to come!

Bio: Working in financial services for a life general agency as an internal sales manager and a life/career coach.

Bio: Hi, I am Marci Bair, CFP. I’ve been in practice for over 32 years & am the Founder & President of Bair Financial Planning headquartered in San Diego.

Bio: I deliver financial solutions for families, individuals, and businesses that address financial concerns and goals customized to their life stage.

Bio: +30 years experience helping family caregivers to aging loved ones navigate aging, caregiving, senior care options, dementia, family dynamics, death

Bio: Ally, (he/him) financial services professional based in the Greater NYC area.

Bio: Matt Seitz is the CMO at C2P. Helping advisors firm up their brand identity, then build and launch a marketing-to-sales process with proven results.

Bio: I am a time management specialist (3e +years) , an entrepreneur, a lifestyle coach, a time organizer, and author.