Web Developer from California

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

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

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

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

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

RIA Since 2006

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

Owner at Connect Wealth

RIA Operations professional, focused on building strong processes, improving workflows, & supporting advisors & clients through efficient operations.

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

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

John Montgomery

McGee Wealth Management

Hi, I'm Maedy, the Executive Assistant to the Director of Client Experience and the Graphic Designer & Video Editor of Simplicity Ops.

I joined IDA in 2015 with 20+ years of experience, supporting advisors and clients with care, precision, and a focus on their goals.

I am a Private Wealth Manager and Master Financial Coach.

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

Hi

LOAN BROKERAGE

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

New employee with Juno Financial Group

Juno Financial Relationship Manager

Account Executive / Sales Director at LeadCenter.AI

CEO - Elite Resource Team Father Husband Surfer

TBD

SC resident, Work in WealthTech, baseball enthusiast

Client Service Coordinator

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

Series 7, Series 66 and SIE licensed