Financial Planner

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”

Website systems expert for Financial Advisors and RIAs.

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

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Former Award-Winning Advisor & CEO | Board Member | Speaker | Professor

TBD

30+ years at pensions and actuarial service. Founder & CEO at LH Metrics · Building PensionPulse — retirement planning rebuilt around biological age

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

We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Co-Founder of the Exchange and CEO of Model FA

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

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

Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

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

CEO of Vitals AI & Wealth Advisor with Csenge Advisory Group

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

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

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Vantage unifies CRM, planning tools and an investment platform into one integrated ecosystem — reducing the number of systems in your practice.

At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.

Father, husband, and Guardian of Legacy.

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

Estate planning attorney

I’m a CPA specializing in helping Financial Advisors, RIAs, and IBDs minimize income taxes and file accurate returns as they scale their firms.

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