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

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

- 26 years as Sr. VP and Sr. PM at PaineWebber/UBS - Launched IRA Great Diamond Partners, CEO for 5 years - Founded Grandview & Co in June 2024

I'm with Zocks, the AI Assistant for financial advisors.

Financial advisor and co-owner of a small RIA firm in Independence, MO.

Custom portfolios without a need for prop products. Everything transparent and rules based.

Chief Marketing Officer

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

Co-Founder of the Exchange and CEO of Model FA

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”

I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

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

New FA to RIA world from bank advisor roles

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

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

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Advyzon Consulting & Implementation | RIA Process Specialist | Your behind-the-scenes systems guy—simplifying operations one workflow at a time.

riapulse.com https://www.linkedin.com/in/jayce-nall/

Founder and CEO of Altitude / CEO Bill Good Marketing

I’m just writing this bio to get through the onboarding steps

Fintech entrepreneur and builder

Tech

Rad dad, investment nerd. Striving to help others live a meaningful and impactful life.

I'm Christopher Clepp ChFC®, a Chicago native, father to three amazing kids

Founder and Financial Planner

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Helping advisors build stronger relationships with their clients

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

CEO of Vitals AI & Wealth Advisor with Csenge Advisory Group

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