Bio: Dad and husband, that is making the transition to financial services from coaching college basketball. Excited to learn and build more relationships!

Bio: CEO, Business Advisor, Husband, Dad, Insatiably Curious🤓, Love 📚☕️ | Collaborator 🎯, Impact Leader🚀

Bio: Cofounder @ WealthFeed

Bio: Founder and CEO of Wealthtender.

Bio: Financial Planner, Personal CFO for law firm owners who want to reduce the amount of taxes they pay, so that they can grow more of their wealth.

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

Bio: The Least Boring CPA. I work with Financial Advisors to level of tax planning and deliver massive value to their clients on this important topic

Bio: Marketing Director in the Financial Advisor Space

Bio: I help Advisors simplify Estate Planning for their clients.

Bio: Host of the "Financial Advisor Marketing" podcast.

Bio: Work Hard & Be Nice To People.

Bio: Wealth Management Advisor since 1999 specializing in working with pre-retirees and retirees.

Bio: Founder - Treasure Valley Financial Planning.

Bio:

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

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Operations Advisor at January Capital Advisors