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

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

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”

Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

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

.

Private Wealth Associate - Series 7 and Series 66 licensed

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

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

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

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

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

Website systems expert for Financial Advisors and RIAs.

Estate planning attorney

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

Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.

Co-Founder of the Exchange and CEO of Model FA

Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.

Financial advisor helping families and business owners grow and protect their wealth.

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

Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

Building tools

Founder and CEO of Wealthtender.

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

Founder and Financial Planner

Just a big man that loves tech

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!

Director of Research, Kitces.com

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

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