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

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

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”

.

President of Echelon Virtual Family Office (dba/Retirement Suite) and Echelon Wealth.

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

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

Website systems expert for Financial Advisors and RIAs.

Co-Founder of the Exchange and CEO of Model FA

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

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

TBD

Recent career change - early FA

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

30+ years at pensions and actuarial service. Founder & CEO at LH Metrics · Building PensionPulse — retirement planning rebuilt around biological age

Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

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

Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Former Award-Winning Advisor & CEO | Board Member | Speaker | Professor

Estate planning attorney

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

Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.

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

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

Financial Advisor

Financial Planner

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!

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

CEO of Vitals AI & Wealth Advisor with Csenge Advisory Group

At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.