Bio: Operations Advisor at January Capital Advisors

Bio: Orion VP of Product Design

Bio: I make tech for advisors. I also swim, speak bad Portuguese, and raise two little kids.

Bio: Experience Matters. Guiding Advisors. Transforming Success.

Bio: Founder of Beemo Automation | AI Automations for RIAs

Bio: PhD in Systems Engineering. NASA Postdoctoral Fellow. Founder at Next Level Systems, Teralink, and the Dazzling Engineers.

Bio: Speaker