Co-Founder of the Exchange and CEO of Model FA

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

Partner and Senior Financial Planner at Archer Investment Management

Two decades worked in financial advisory practices - done everything form serving coffee to clients to compliance. Now, founder of Pulse360

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

Founder of Flextract. Data gathering and document analysis AI tool to speed up new client onboarding.

Founder of LEA. We enable advisors to offer personalized financial advice at scale.

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

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

I have worked in the financial industry for over 30 years. I have always managed operations and I also enjoy trading. Thanks for this group!

CIO at IWPUK

I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.

SC resident, Work in WealthTech, baseball enthusiast

Co-Founder @ Spaces

CEO at WealthLine

EVP, Product @ Zocks

Financial Advisor

Lifestyle retirement planning for women 60+

Estate planning attorney

Wealth Advisor / Partner at Boyd Wealth Management

I’m a pastors kid, turned financial advisor for pastors and church organizations.

UX leader, founder of AdvisorCopilot.com – helping advisors, RIA builders & operators leverage AI to streamline workflows and enhance client value.

CEO Vision Wealth Management, Vancouver, BC

Amplify, Chief Growth Officer

Bio

RIA TechOps

Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.

Founder - True West

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

1st advisor to adopt FinDash.ai for my lifestyle practice! Use code 15off for 15% off your first 6mo. CFP® for Disney cast members past/present/future