Bio: Kinetic Wealth | Fully Independent, Fee-Only RIA in Knoxville, TN | People-Focused, Tech-Forward | Advice Modernized

Bio: Owner and Financial Planner at Infinity Financial Services

Bio: CEO of iMar Learning Solutions

Bio: Founder and CEO at 3:23

Bio: Financial Advisor at Thompson Financial Group

Bio: Aircraft Mechanic Pursuing a Career Change in Financial Planning

Bio: Co-Founder of ArvoFin, fintech CPO, former VP of product at Fidelity

Bio: Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Bio: Bill Hortz is a business innovation writer, business consultant & Founder/Dean of the Financial Services Institute for Innovation Development.

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Graduate Finance Student at Bentley University | Incoming Client Advisor at SCS Financial

Bio: RIA Founder in NYS

Bio: Helping financial advisors use insurance as a force for good | Planning for life's what-ifs with integrity

Bio: Finance & Econ Student at University of Pittsburgh

Bio: Helping wealth advisors find ideal clients on LinkedIn with real trust and relationships.

Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.

Bio: Co-founder & CEO @Wavvest

Bio: Follower of Jesus | Husband | Father | Friend | Entrepreneur

Bio: Candidate for CFP® certification

Bio: Cofounder at FinDash

Bio: Owner of Harmony Wealth / New Planner Collective

Bio: Helping others be set free from debt!