sucess

Recent career change - early FA

Founder of Brucker Wealth. We deliver faith based financial planning for our clients with ability to serve our clients across multiple channels.

Factor Financial

AI - Finance

NYC

Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.

Alan Grismore, CFP®, Co-Founder & CEO of Santara Wealth Management and founder of Alta Private Wealth, based in San Diego.

Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.

Owner at Carriere Financial Planning, specializing in working with small business owners as well as tech professionals with equity compensation.

Follow Jesus, love our family and community, and enjoy the earth God has given us

Founder @ Cresvita Capital

President of Rora Wealth

Hi! I'm Kathryn Hanna. I love talking about money, being outside, and (recently!) woodworking. I live in Phoenix with my 3 kids.

Founder and Lead Advisor of Refresh Wealth. Serving startup professionals with equity compensation. Love collaborating with other advisors!

Bend, OR

Founder of Lock Wealth Management in Atlanta, GA

AO Wealth

Father, Husband, Business owner

Hey all! My name is Brett Wysopal, Owner of Wysopal Wealth Planning, LC. I work with equity compensated families to simplify their equity and taxes.

I'm Chloé, I live in Utah but I grew up in France. I work at Jalada as an accountant, and the team is awesome!

Passionate about economics.

Mindy :)

Trying to be in the best shape of my life