Building an AI investment management platform to automate personalized proposals and portfolios.

New FA to RIA world from bank advisor roles

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Co-Founder of the Exchange and CEO of Model FA

President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

I'm Christopher Clepp ChFC®, a Chicago native, father to three amazing kids

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

I'm with Zocks, the AI Assistant for financial advisors.

Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!

💸 Fiduciary Financial Advisor 💻 Software Engineer 🚐 Van-Lifer 🌶️ Neurospicy 🧘Career Break Advocate 📍 SF Bay ➡️ Nomad 👀 they/them

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

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Financial advisor and co-owner of a small RIA firm in Independence, MO.

Advyzon Consulting & Implementation | RIA Process Specialist | Your behind-the-scenes systems guy—simplifying operations one workflow at a time.

Custom portfolios without a need for prop products. Everything transparent and rules based.

Founder and CEO of Altitude / CEO Bill Good Marketing

Co-Founder at Slant

CEO Vision Wealth Management, Vancouver, BC

CEO of Vitals AI & Wealth Advisor with Csenge Advisory Group

Chief Marketing Officer

CEO at WealthLine

I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

http://linkedin.com/in/john-heldman-cfa-b6891517

Senior Financial Planning Nerd, Kitces.com

I’m just writing this bio to get through the onboarding steps

Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.

RIA Founder in NYS

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.