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

Operations Manager

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

John Montgomery

TBD

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.

✍️ Writer ~ AdvisorTechBook.com / Oura Ring enthusiast

riapulse.com https://www.linkedin.com/in/jayce-nall/

Founder and Financial Planner

I help run a large insurance and advisory practice based in Omaha, NE.

I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

Advisor seeking to deepen the client relationship with scalable & efficient practices.

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

Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York.

Elite Planner - estate planning law firm scaling and optimization

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

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

Michigander & WealthTech Pro

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

Advisor/Owner, Waypoint WM

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.

LOAN BROKERAGE

Trader and Portfolio Manager at Sage Trading Collective

President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

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

SC resident, Work in WealthTech, baseball enthusiast

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

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

Hi, I'm Josh!