Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning & education firm focused on women, families, and entrepreneurs.

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

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

John Montgomery

I help people create wealth, reduce taxes, make smart financial decisions

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

"Rewrite Your Story Membership" for Women 50+ Ready to Be Seen, Share Their Wisdom, & Get Paid for It. Even if starting from scratch

Co-Founder of the Exchange and CEO of Model FA

CEO - Elite Resource Team Father Husband Surfer

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

I'm interested in growing a RIA with fantastic people.

Elite Planner - estate planning law firm scaling and optimization

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

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

Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!

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

E.J. focuses on helping families and individuals make smart choices about their money, so that they can accomplish their goals and enjoy life.

Systems Thinker | Financial Engineer | Investor A Financial Engineer who builds and optimizes systems for long-term success.

Founder|Sr Wealth Advisor, Worthen Financial Advisors CFP®, RICP®

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”

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

Fractional CSA for Schwab & Altruist users | Advyzon CRM Consulting & Implementation

Canadian looking to connect and learn from industry thought leaders around the globe. Digitizing my biz & elevating Cx with Hx (human experience).

Financial planner helping executives, engineers, and small business owners

Founder of Clear Harbor Wealth Management in Destin, FL

Technology Operations Specialist

Private Wealth Associate - Series 7 and Series 66 licensed

Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Imp

Marketing Manager for boutique RIA in Palm Beach Gardens, Florida