Bio: CFP® certificant and fintech consultant

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Bio: Implementation Specialist at Simplicity Ops

Bio: Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)

Bio: A financial marketing industry wiz currently employed with GReminders as their partner relationship manager

Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.

Bio: Building tools

Bio: OnBord helps advisors streamline their new client onboarding process.

Bio: Advice-Only Fiduciary Financial Planner

Bio: Operations Advisor at January Capital Advisors

Bio: Finart

Bio: Lifestyle retirement planning for women 60+

Bio: Reformed bank trader & systems integrator. Now a FinTech founder of a DIY planning tool that simultaneously helps advisors find their ideal clients.

Bio: Relationship Manager & Compliance

Bio: Financial Planner

Bio: Passionate about helping others achieve a life of financial freedom. Husband, sports nut, father, aviator, golf hack.

Bio: Usually busy seperating large paper clips from small paper clips on his desk. Why do they always get mixed up?

Bio: Founder and Financial Planner

Bio: PreciseFP - product and strategy

Bio: Partner & Senior Advisor, Lifeworks Advisors

Bio: Solo-Advisor in the NY Metro Area. Looking to become more efficient.

Bio: Financial Planner & Practice Owner in Cape Town, South Africa

Bio: Bio

Bio: COO and CCO of Aurelius Family Office.

Bio: Detroit, dad, husband, lover of smoked meat and single-malt-scotch

Bio: Founder of Baskin Financial Planning

Bio: Jeff is the Head of Marketing at Elements.

Bio: CPA Financial Planner

Bio: I am a CFP and also a CPA who offers extensive tax advice to my wealth management clients.