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

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

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

Building tools

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

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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”

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

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

CEO at Root Financial

Founder and CEO of Altitude / CEO Bill Good Marketing

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

Founder and CEO of Wealthtender.

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

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

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

Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

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

Father, husband, and Guardian of Legacy.

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!

Founder of Aureus Advantage, advising wealth firms on M&A, platform evolution, and growth, backed by 60+ integrations & operator experience

Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession

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

Creator of RIApulse.com // Technology Consultant // Software Development

Estate planning attorney

Co-Founder of the Exchange and CEO of Model FA

Founder of Shatterpoint - AI for Modern Wealth Management

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• Christian • Wife • Homeschooling Mom of 4 Helping Moms Earn $ From Their Phones