Bio: Founder at Jalada

Bio: Passionate about economics.

Bio: Trying to be in the best shape of my life

Bio: I'm Chloé, I live in Utah but I grew up in France. I work at Jalada as an accountant, and the team is awesome!

Bio: Mindy :)

Bio: Founder of Brucker Wealth. We deliver faith based financial planning for our clients with ability to serve our clients across multiple channels.

Bio: Community Outreach Specialist for Jalada

Bio: Hey all! My name is Brett Wysopal, Owner of Wysopal Wealth Planning, LC. I work with equity compensated families to simplify their equity and taxes.

Bio: Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.

Bio: Founder and Lead Advisor of Refresh Wealth. Serving startup professionals with equity compensation. Love collaborating with other advisors!

Bio: Father, Husband, Business owner

Bio: Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.

Bio: Financial Advisor

Bio: Here to connect and build a legacy with digital marketing🙌

Bio: Business Consultant | Contract Specialist | Bid Proposal support | Website Designer | Tax exempt assistance

Bio: Founder of Lock Wealth Management in Atlanta, GA

Bio: AO Wealth

Bio: Bend, OR

Bio: Hi! I'm Kathryn Hanna. I love talking about money, being outside, and (recently!) woodworking. I live in Phoenix with my 3 kids.

Bio: President of Rora Wealth

Bio: Founder @ Cresvita Capital

Bio: Owner at Carriere Financial Planning, specializing in working with small business owners as well as tech professionals with equity compensation.

Bio: Follow Jesus, love our family and community, and enjoy the earth God has given us

Bio: AI - Finance

Bio:

Bio: Alan Grismore, CFP®, Co-Founder & CEO of Santara Wealth Management and founder of Alta Private Wealth, based in San Diego.

Bio: Factor Financial

Bio: NYC

Bio: sucess

Bio: Recent career change - early FA