Bio: CFP CDFA Team of 4 women

Bio: Series 7, Series 66 and SIE licensed

Bio: 30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

Bio: Director of Operations at a RIA/Hybrid office that specializes . Looking to simplify processes and procedures.

Bio: Independent Investment Advisor that specializes in employee sponsored retirement plans.

Bio: Admin based out of Tallahassee, FL

Bio: RIA/BD Ops - Passionate about efficiency and creating seamless processes across platforms.

Bio: T

Bio: Tet

Bio: I Help Financial Advisors Automate What They Hate | AI for Financial Advisors

Bio: 25 Year Mortgage Planner, Tax Pro, and Real Estate Broker.

Bio: I help Gen Z learn about building wealth with the stock market.

Bio: everyday is a great day

Bio: Leo. ♌︎ Legacy Planner. Financial Advisor 27 years. Holistic Coaching. Retirement Planning. Insurance Planning.

Bio: I help financial advisors restructure their businesses so they can live a better life.

Bio: I focus on work, study, and exercise. If I get the chance, I like to play or watch sports, read fiction, and get outdoors.

Bio: Certified Financial Planner with WealthSmart Inc

Bio: Helping advisors automate operations with AI + integrations. Sync custodian data, streamline workflows, and surface Next Best Actions

Bio: VP Enterprise Business Solutions - Docupace

Bio: Director of Operations

Bio: New to this community. Asst Director of Operations at a New England RIA

Bio: Second generation financial planner, with a background in tax preparation (CPA) alongside my CFP. Oregonian, lover of beer, books, and adventures.

Bio: My name is Frances and I live in the San Antonio, Tx area. I just starting working in this industry and hope to gain knowledge through this group.

Bio: .

Bio: Product Owner & Co-Founder of Hubly

Bio: ChFC