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

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”

Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

Ayo Ekhator is Co-Founder and COO of Bridge. Former investor at Apax and Blackstone, and investment banker at Citi. Williams College and HBS MBA.

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

.

Founder of Beyond the Plan. Host of Planning & Beyond

Simplifying client data gathering and custodian account opening for RIA's and Wealth management teams.

Financial Services Executive | Entrepreneur @ Vantage

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

Co-Founder of the Exchange and CEO of Model FA

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

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

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

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

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

“I don't follow the rules. I follow the path that gets us home.”

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!

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

Stevyn Guinnip, MS, is an author, health coach, and international speaker dedicated to helping financial advisors and their clients live well longer.

Advisor, Wholesaler, Portfolio Consultant, Model Strategist, Wealth Tech Activation, RIA Consultant, Digital Marketing, Advisor Education

.

• Christian • Wife • Homeschooling Mom of 4 Helping Moms Earn $ From Their Phones

I help advisors use video to connect with clients and prospects in a meaningful way.

Helping the worlds best advisors tell their best stories.

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

Creator of RIApulse.com // Technology Consultant // Software Development

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

Head of H2B2 Professional Development and Mastermind Facilitator: 30+ years experience transforming businesses' operations.

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