Bio: Series 7, Series 66 and SIE licensed

Bio: Building an RIA

Bio: Founder and CEO of LeadCenter.AI, AI Powered CRM for Financial Advisors

Bio: Co Founder - Paradino. Platform for financial advisers.

Bio: Wealth tech founder

Bio: Bill Hortz is a business innovation writer, business consultant & Founder/Dean of the Financial Services Institute for Innovation Development.

Bio: Please see my LinkedIn profile for my background.

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Bio: I am the founder of Iconoclastic, an independent financial planning firm that is always looking for ways to be different.

Bio: Solo RIA

Bio: Founding Partner, Artifex Financial Group. Avid outdoorsman, golfer, reader, and Harvard alum.

Bio: Former financial advisor turned to founder in wealthtech

Bio: Pam is an award-winning Technology Entrepreneur, Advisor, and Investor.

Bio: Operations Specialist for Financial Planning Fort Collins and Small Business Owner

Bio: Father, Husband, Business owner

Bio: SVP of Fintech Alliances at Morningstar

Bio: Personal branding expert

Bio: B2B fintech marketer, content producer, and on-camera host with a passion for storytelling.

Bio: Meghan Lape CFP®, EA is the founder of Conscious Impact Financial Planning and Mindful Tax, socially responsible financial firms.

Bio: Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

Bio: Advisor

Bio: Matthew Sweeney is a Managing Partner of William Joseph Capital Management Inc and has sat on the boards and advisory boards of various institutions.

Bio: Currently Principal and Managing Director of Financial Planning at FL Putnam Investment Management - working on elevating the client experience.

Bio: Independent, fee-based portfolio management and individualized financial planning.

Bio: Director of Operations for Sax Wealth Advisors

Bio: Founder | Financial Planner @ Off the Beaten Path Financial

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Bio: Investor | Venture Advisor | Entrepreneur