Author, international keynote speaker and marketing coach

I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.

I help families retire happily. I like playing golf with my son and getting pedicures with my daughter.

Certified Financial Planner helping professionals build clarity, grow wealth, and achieve confident retirement through structured financial planning

Husband, father of 4, Air Force Officer, firm owner, PhD candidate

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

I help women wipe out $50k+ in debt with the exact system that got me out of mine.

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

Interested in founders, philosophy, and the long game.

From Montreal, Canada.

Partner & Senior Advisor, Lifeworks Advisors

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

Direct investments (and trading), oversee billing, collaborate on compliance, and do a bunch of other stuff at a $110 AUM (and growing) RIA.

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

Elite Financial Professional -Public Speaker on topics surrounding wealth management, tax planning, and estate preservation.

Client Dreamweaver who loves to garden and travel

Implementation Specialist

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

New employee with Juno Financial Group

Tet

Private Wealth Manager with over 28 years of experience in the wealth management industry.

1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Client Service Specialist at Strata Wealth & Risk Management

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

COO at Integrated Capital Partners

Friend

The Watchman Group

I am a Private Wealth Manager and Master Financial Coach.

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”

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