I work with systems, processes and accounting for RIA companies.

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

Vice President, Operations of Financial Foundations, Inc. a hybrid Financial Planning firm located in Mount Airy, MD.

SC resident, Work in WealthTech, baseball enthusiast

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

23 year planning veteran still learning how to get better every day. Married with 4 kids, a dog, and a cat.

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

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 Success Director at Probitas Financial. Ops/CRM specialist esp with Salesforce FSC & Wealthbox. Looking forward to learning and sharing.

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”

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

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

Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

As DOO at Gilbert & Cook, Amy brings 35 years of experience in the financial industry with her primary experience in operational infrastructure.

CEO - Elite Resource Team Father Husband Surfer

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

Technology consulting. Doc Management, Data Aggregation, New Account , Advisor Transitions, CRM, Performance Reporting, Billing Rebalancing

I'm a partner at a growing Midwest RIA. I hope to gain insights from others to elevate my practice and contribute as best I can to the community.

From Montreal, Canada.

Founder, Aligned Financial Planning

Brian Vosberg

Director of Client Experience with Forest Park Captial. Girl Mom x2. Soccer Coach & Player. Reading ♡

AI

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A financial marketing industry wiz currently employed with GReminders as their partner relationship manager

Founder of Clear Harbor Wealth Management in Destin, FL

McGee Wealth Management

Building FINNY - A prospecting tool for financial advisors

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

Currently the President and Wealth Advisor of a boutique Wealth Management firm. Also a full time homeschool mom of 2. I love to read and travel!