Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Exchange Co-Founder & COO. Sneak peek behind the scenes: youtube.com/@GrahamGardnerLive

Bio: I am a test

Bio: My clients come first, every single time.

Bio: Co-Founder

Bio: I am the CEO and Co-Founder of Presilium Private Wealth, a fee only RIA based just outside of Philadelphia, PA.

Bio: President and Financial Advisor at Presilium Private Wealth. - Grew up in central PA - Yale U. (2011 - Football and Baseball)

Bio: CFP® , EA

Bio: I work for SYM Financial Advisors where I serve as the manager of the planning team and a financial advisor. Part-time I serve in the USMC Reserve.

Bio: Executive Director-Berkshire Money Management

Bio: I am the Co-Founder of Fiduciary Financial Group out of the SF Bay Area. We manage $650M in AUM and serve over 300 families.

Bio: Owner of Independence Wealth

Bio: Mike is a partner at Blueprint Investment Partners where he is primarily responsible for working with independent advisors in a variety of ways.

Bio: Director of Financial Planning With Berkshire Money Management since 2007

Bio: Father of one and financial advisor who loves sports, movies and reading.

Bio: :)

Bio: Hi! I'm a CPA turned CFP and I want to synergize my tax background and my advisory work to maximize client value.

Bio: CFP®, EA®, Food Lover, Tech Enthusiast

Bio: CFP and Co-Founder of CandorPath Financial.

Bio: Owner of Springbok Wealth Partners in Denver CO. Husband, father and love the outdoors.

Bio: Husband, Father of 3 girls, CFP, EA, fractional CFO

Bio: Laura has a passion for supporting women business owners, executives, and leaders. Laura joined TriCord Advisors, Inc. in 2023.

Bio: I’m Chris Girbés and I’m the Founder and CEO of Five Oceans Advisors, a boutique firm that specializes in serving young, UHNW founders.

Bio: On a mission to help 1 million dads and moms write a Legacy Letter.

Bio: Bio coming soon...

Bio: Financial planner, intentional innovator and Mom.

Bio: SYM

Bio: I started in the pits of Chicago running a firm that specializes in interest rate derivatives. Back home in New Orleans owning an RIA.

Bio: Born and raised in Cleveland, Ohio. Husband, girl dad, dog dad, world traveler and golfer! Former advisor, now consultant and business owner.