SC resident, Work in WealthTech, baseball enthusiast

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

Empowering Washington State employees to maximize benefits, cut taxes, and retire early with confidence and financial freedom.

Ex-IB/PE/VC & corp-law recruiter • (95 % offers, 15 countries) • Harvard/MIT/Yale speaker • Times of India columnist

I host communities for financial planners, AI enthusiasts and rock & blues lovers. International keynote speaker and Forbes featured author.

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

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

Founder, CEO @ Nifty Advisor Support

The Watchman Group

✍️ Author ~ AdvisorTechBook.com

helping singers unleash their full potential philmoufarrege.com

CEO - Elite Resource Team Father Husband Surfer

Co-Founder of the Exchange and CEO of Model FA

I am a Private Wealth Manager and Master Financial Coach.

Marketing and Data Operations Specialist — Spectrum Investment Advisors

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

CFP, Appleton, WI

Looking to learn new ways to prospect and sell.

Director of Team + Client Success at Consilio Wealth Advisors

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

I’m just writing this bio to get through the onboarding steps

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

As Co-Founder of Event Advisors along with Elyse Stoner, Angela brings decades of hands-on advisor marketing and event implementation experience.

Wisdom, wit, and a few decades of hustle.

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

Founder of Clear Harbor Wealth Management in Destin, FL

David McAdams, Founder McAdams Group, LLC

Financial planner passionate about helping retirees make the most of one of the most impactful stages of their life.

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements