Hey there! I'm Bryan. Director of Ops & Tech and an Advisor at a 400m+ RIA (tied to a FL BD) based out of Denver, CO area. I myself have moved back east to the Cincinnati, OH area. It was time for grandparent support. My biggest pain point(s) currently is wrangling the new tech to figure out the best path forward. It might very well be a "wait for the dust to settle" approach, but there are so many new entrants out there that keeping up is a second job in itself. I'm focused on whatever path removes as much as the manual work as possible, has the ability to simplify automations/processes, and incorporate AI safely. Current Stack: Wealthbox, Wealthscape, Schwab, Zoom (video, phone, scheduler), Box, Jump AI, eMoney, Ycharts, and a mix of custom (supabase, n8n, cursor, claude). I look forward to collaborating with everyone!