Bio: Marketing and Recruiting Coordinator at Lead Advisor

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

Bio: I am the founder and CEO of Birch River Financial, a fractional back-office operations firm for fee-based advisors and RIA firms.

Bio: An avid learner of financial products and literacy studying Financial Management at Salve Regina University with plans to pursue Wealth Management.

Bio: I am originally from Boise, Idaho, but currently live in San Diego. I stay active and enjoy: Surfing, hiking, Rock Climbing, and pickleball.