Bio: CTO @ Lumina AI Inc.

Bio: Co Founder of Lead Advisor

Bio: strategy consultant to wealth management firms

Bio: Associate Advisor

Bio: Bio

Bio: Financial professional working with business owners. My dog Smudge & I travel the San Francisco Bay Area together with camera ready capturing beauty.

Bio: COO @ HCM. Looking to modernize, learn, and contribute to this community

Bio: Founder of Curtis Financial Planning, LLC an RIA firm located in Oakland, California.

Bio: Co-Founder and CEO of Lumina. We're building a WealthLLM for Financial Advisors. We're tech stack agnostic.

Bio: AdviceTech Founder

Bio: Co-founder & CTO of Mili. From interactions to insights to revenue, in real time.

Bio: Financial Advisor for Startup Professionals - St. Louis

Bio: Dir. Customer Success @ Responsive AI | Next Best Action

Bio: I help CEOs enhance enterprise value, lead high-performing teams, & design the legacy of their dreams.

Bio: I am a Private Wealth Manager and Master Financial Coach.

Bio: Hello! I'm Tom Waisnor, a partner in Advintro. We are a Wealth/fintech's partner. advintro.com https://www.linkedin.com/in/tomwaisnor/

Bio: Working with individuals, families, executives, and corporations.

Bio: I help financial advisors grow, buy and sell RIAs.

Bio: James Swiggett, Senior Account Executive @ Aidentified

Bio: Enterprise SaaS Account Executive looking to help RIA's and BD's improve process efficiencies and accelerate growth

Bio: Living my best life

Bio: My name is Nate.

Bio: Practifi - Chicago, IL

Bio: CTO at Zeplyn AI

Bio: CEO & Co-founder @ Zeplyn.ai | Former Google AI Engineer | Harvard Business School MBA'23

Bio: A

Bio: Bob is a Certified Financial Planner™ practitioner focused on providing comprehensive advice & solutions in all areas of financial planning.

Bio: Tech Therapist