Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Writer, reader, learner. 30, Grand Rapids, Michigan.

Bio: Defining Wealth - Father of a wonderful son & two labs - Hockey Addict - Diehard Penguins & Steelers Fan

Bio: Director of Advisor Development focused on helping financial advisors build, grow, and scale successful businesses.

Bio: CT Guy

Bio: Fee-Based Financial Planning & Investment Management for Millennial Sales Reps | Follower of Christ

Bio: Zach is a passionate financial advisor dedicated to empowering individuals to achieve their financial goals.

Bio: Tax-Efficient Exit Strategies for Concentrated Stock Holders, Business Owners & Real Estate Investors

Bio: I work for an RIA in Dallas/Ft Worth.

Bio: Financial Advisor | Tax-Smart Equity Comp Planning For Tech Employees | Helping Engineers & Execs Keep More of What They've Earned

Bio: Financial Advisor at EverSource Wealth Advisors. I help Christians steward $1M+ inheritances.

Bio: CPWA® | Fee-based planning in TN

Bio: Financial Planner in Bozeman, MT

Bio: Intersecting Wealth

Bio: Matt lynch

Bio: Helping family-owned businesses create and protection generational wealth

Bio: Born and raised in Georgia. Married with 2 daughters. Runs a boutique financial planning and wealth management practice.

Bio: Financial planning for Gen X entrepreneurs with a focus on generosity/eternal mindset.

Bio: Sacha Francisco

Bio: I started the first financial advisory firm dedicated to serving business owners with ADHD. I also quietly serve a ton of clergy and missionaries.

Bio: Cory joined the investment world in 2004 and is the President of Financial Partners Inc.

Bio: Wes Wright, Founder White Belt Media Grab some time on my calendar HERE https://calendly.com/whitebeltmediateam1/onboarding-w-impact-alliance

Bio: Director of Business Development at Main Street Financial Solutions

Bio: Financial Advisor helping small business owners

Bio: CFP®

Bio: Financial Advisor for High Earners and Variable-Income Professionals

Bio: Financial Advisor - Avid Traveler

Bio: 28 Years as an advisor, CFP®, CDFA®, ABFP®

Bio: EVP, Financial Advisor at Western Financial Corporation

Bio: Evan Wohl