Bio: John Montgomery

Bio: CCO and Investment Operations Manager. Part-time artist, organizer and philosopher 📚

Bio: Barrett Schlabach Wealth Management (Edward Jones). We use MoneyGuide and Salesforce.

Bio: Advisor at Financial Foundations

Bio: new planner just hired at a small firm looking to start to systemitize

Bio: https://www.linkedin.com/in/sunnysinghfa/

Bio: Mark is the CEO of Covenant Wealth Advisors, a $650 million RIA in Virginia. ​

Bio: A CFP & creator of The WealthFACTOR Advantage™, I specialize in exec benefits, biz planning, retirement, invest mgmt, & est planning strategies.

Bio: I am an Executive Assistant. My roles vary day in and day out depending on what my boss has on his schedule. It's busy and changes rapidly!

Bio: Advisory Services Analyst

Bio: I host communities for financial planners, AI prompt enthusiasts and people planning their wedding speech. International keynote speaker and author.

Bio: I'm a Certified Financial Planner providing real estate investors with the guidance and coaching needed to make informed financial decisions.

Bio: I am an operations manager for a Chicago-based RIA firm. I specialize in leading digital transformation and process improvement initiatives.

Bio: Hi, I'm Paulette! I am an energetic, curious person, so I look forward to the game.

Bio: CEO of Fyvie Family Group

Bio: 17 years in Financial Services industry

Bio: Co-Founder of Spaces CRM | SpacesOS.com is an AI-first CRM for financial advisory firms.

Bio: Tet

Bio: I am the Administrative Assistant for Financial Foundations Inc.

Bio: Portfolio Administrator/Paraplanner Worked with FFI for 5 years

Bio: Helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients --> nataliehales.com

Bio: Glenn Nelson

Bio: I care deeply about creating a foundation for our team and clients to excel.

Bio: .

Bio: Eric has been with the firm for over 20 years. He is a graduate of the University of Maryland, with a Bachelor of Arts degree in Economics.

Bio: Here to help :)

Bio: Strategist connecting brands with authentic influencers for impactful, organic campaigns.

Bio: I'm new to the RIA world, after recently transitioning from the SAAS world. I look forward to learning a lot.