Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Website systems expert for Financial Advisors and RIAs.

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Strategy and operations leader with 20-year record of developing and leading global transformation initiatives.

Sherman Wealth Solutions LLC- CPA, CFP, CDFA, CPFA

Estate planning attorney

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

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”

Certified Kingdom Advisor® | Husband | Father of 2 | Helping Christians align biblical values with financial stewardship.

Financial Planner

http://linkedin.com/in/john-heldman-cfa-b6891517

Dad, Author, Financial Advisor.

Founder and Financial Planner

Private Wealth Associate - Series 7 and Series 66 licensed

Soulence Wealth Management

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Chief Marketing Officer

Co-Founder of the Exchange and CEO of Model FA

Former 20 year wealth manager turned software founder based in AZ. Creator of BLOXFOLIO. Here to connect and share insights!

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We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!

I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

Financial Advisor

TBD