🟢 1 - Rajesh Jayaraman of Flextract

🟢 2 - The Future of CRM

🟢 3 - Michael Lecours, CFP® of fpPathfinder

🟢 4 - Ryan George of PreciseFP

🟢 5 - Jack Csenge, CFP® of Vitals AI

🟢 6 - Taylor Stewart, CFP® of Kerdora

🟢 8 - Cameron Howe of Investipal

🟢 9 - Mark Gilbert of Zocks

🟡 10 - Mark Friedenthal of Tolerisk

🟡 11 - Mike/David with WealthReach.ai

🟡 12 - Thomas Clawson, Max Metcalf of Slant CRM

🟡 13 - Emile Wegner of Vantage

🟡 14 - Derrick Kinney of Success For Advisors

🟡 15 - The Ultimate AdvisorTech Stack with Jose

16 - Steve Tenney with Grandview&Co

🟡 17 - Tim Brown of Four Quarters Capital

🟢 18 - Ian Wenik of Citywire RIA

🟢 19 - Shannon Rosic of Informa

🟡 20 - Become THE Guru for your clients

7 - Dustin Belliston of CurrentClient