Bio: Creative, Marketer, Athlete, Husband. Making my dent on the world one interaction at a time.

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

Bio: Fee-only financial planner serving retirees.

Bio: Helping Contractors Protect, Grow & Transition Their Business with Confidence | Founder & Principal, Cornerstone

Bio: Entrepreneur

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Cullen has been a professional in the industry since 2016, after graduating from the University of South Carolina. In 2023, he achieved his CFP® marks