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

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

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”

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

New FA to RIA world from bank advisor roles

- 26 years as Sr. VP and Sr. PM at PaineWebber/UBS - Launched IRA Great Diamond Partners, CEO for 5 years - Founded Grandview & Co in June 2024

Co-Founder of the Exchange and CEO of Model FA

Author of Serious Shift. Keynote Speaker & Experience Economy expert sparking movements and building belonging by transforming CX.

Estate planning attorney

Father, husband, and Guardian of Legacy.

Will update

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

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

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

Head of Partnerships at Nitrogen

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

Founder of Shatterpoint - AI for Modern Wealth Management

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

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

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

Founder and Financial Planner

Just a big man that loves tech

Financial Services Executive | Entrepreneur @ Vantage

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

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

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

Since 2019 I've worked my way from pushy market match insurance sales to running a solo RIA. After 15 years coaching HS/ College basketball.

Event Content Manager at Future Proof

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