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

LOAN BROKERAGE

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

Web Developer from California

Helping Advisors, CPAs, and SMBs save time w/ AI automation. 19+ yrs ops + infra + compliance. Calm systems that scale.

Advisor at McGee Wealth Management. Our B/D is Cambridge Investment Research.

32,000 sq/ft of KBG in Illinois

I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.

Author, international keynote speaker and marketing coach

Assistant to advisor, new to the financial planning field (2022). Diverse technical background after decades in legal field and website work.

Elite Planner - estate planning law firm scaling and optimization

CEO - Elite Resource Team Father Husband Surfer

Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.

Advisors

Co-Founder of the Exchange and CEO of Model FA

Alan Nelson is a retired submarine officer pivoting to the financial services industry. Initially disheartened by industry & high fees so started RIA.

Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.

I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Looking to learn new ways to prospect and sell.

Tet

Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

John Montgomery

Leon is not your typical financial advisor. Through his unique blend of experience, he has developed a strength for helping people.

Hi, I'm Josh!

Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

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

TBD

Marketing and Data Operations Specialist — Spectrum Investment Advisors

I am the VP of Client Services. Interested in growing the Business and Client Experience.

Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.