Bio: University of Wyoming Alum Finance

Bio: Financial professional

Bio: Founder of ListKit

Bio: Josephine Zhou is a financial advisor based in Silicon Valley. She has worked with Merrill Lynch, Hightower Advisors LLC, and Cerity Partners,

Bio: Mark Versen - Financial Advisor

Bio: NM

Bio: Financial Advisor for Northwestern Mutual in Carmel, IN. Passionate about helping clients and consistently improving client experience.

Bio: I have been a Financial Advisor with SYM Financial Advisors since 2000. I work with clients in Indiana, but also globally.

Bio: Northwestern Mutual Financial Advisor

Bio: Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.

Bio: Steve Stedman, Gilbert, AZ. Semi-retired and still actively bringing value to clients helping them keep their money safe.

Bio: Advisor in Halifax, NS, Canada

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Always going sailing

Bio: CEO @ Skool

Bio: Chief Financial Planning Nerd at Kitces.com

Bio: Co-Founder of the Exchange and CEO of Model FA