Bio: I'm a CFP in Kearney, Nebraska. I operate a tuck-in practice within a larger RIA based out of Omaha Nebraska.

Bio: Recovering CPA

Bio: Financial advisor and digital marketing nerd focusing on making a million people more financially literate.

Bio: I am a Wealth CFO with Forefront Wealth Partners.

Bio: VP of Business Development at Sage

Bio: Scriptwriter at N2 Content Marketing Owner of Daley Financial Planning

Bio: Looking forward to learning!

Bio: Blue Heron Capital, LLC

Bio: Entertainment/Tech Marketer turned Financial Advisor.

Bio: CFP in Louisville CO

Bio: CFP® helping early retirees and FI-curious professionals use money intentionally through tax-efficient, human-centered planning

Bio: Financial Advisor in Lexington, KY

Bio: TR

Bio: Richard Goselin is an Investment Advisor and pilot who helps clients build a personalized financial flight plan using an aviation-inspired approach.

Bio: Wealth advisor

Bio: The Rappin' Chaplain, Husband, Father, Army Reserve Chaplain

Bio: Over 20 years guiding individuals, families, and institutions in wealth management, trust services, and financial planning

Bio: Financial Planner for Business Owners

Bio: Helping retirees with their money

Bio: Marketing & Communications Coordinator for P6WA

Bio: Wealth manager serving high income med device and tech professionals with stock comp.

Bio: I run a small team of advisors. I like to talk with people, discuss ideas, & try new ways of doing things. Everyone reaching their best is my goal.

Bio: Solo Fee-only RIA based in Westford, MA. Serving diligent savers approaching retirement and professionals with stock compensation

Bio: Daniel

Bio: CFP and CDFA focusing on growing my divorce financial planning business

Bio: Financial planner

Bio: Retirement advisor, tax slayer, wealth architect

Bio: Troy Frazier is a financial strategist with 20+ years of experience. He simplifies complex strategies and offers personalized services.

Bio: President and Founder of Lucidity Wealth Advisors, a fee-only RIA located in Orange County, CA.

Bio: After a Wall Street career, I independently serve entrepreneurial families nationwide with investment, retirement, tax, & estate planning advice.