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

Solo-Advisor in the NY Metro Area. Looking to become more efficient.

Operations

RIA/BD Ops - Passionate about efficiency and creating seamless processes across platforms.

Interested in founders, philosophy, and the long game.

Founder of Clear Harbor Wealth Management in Destin, FL

Friend

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

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

Author, international keynote speaker and marketing coach

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

Solo RIA owner based outside of Houston, TX | Adjunct instructor at Rice University | CFP/CPA

Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

Financial Advisor

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.

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

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

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

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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Client Experience Manager at Simplicity Ops

Here we go!

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

Brian Vosberg

The Watchman Group

Director of People + Operations at Consilio Wealth Advisors

Yes the planet got destroyed, but for a beautiful moment in time we created a lot of value for shareholders.

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

We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

John Montgomery