LOAN BROKERAGE

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

Helping Advisors, CPAs, and SMBs save time w/ AI automation. 19+ yrs ops + infra + compliance. Calm systems that scale.

CEO - Elite Resource Team Father Husband Surfer

Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.

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

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

TBD

Author, international keynote speaker and marketing coach

Marketing and Data Operations Specialist — Spectrum Investment Advisors

I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

I am the VP of Client Services. Interested in growing the Business and Client Experience.

Elite Planner - estate planning law firm scaling and optimization

Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.

Client Experience Manager at Simplicity Ops

I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.

Advisor at McGee Wealth Management. Our B/D is Cambridge Investment Research.

SC resident, Work in WealthTech, baseball enthusiast

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

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

Series 7, Series 66 and SIE licensed

Chief Compliance and Operations Officer

Planning Assistant

Currently the President and Wealth Advisor of a boutique Wealth Management firm. Also a full time homeschool mom of 2. I love to read and travel!

I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

Client Experience Specialist at Simplicity Ops. Learning more every day; happy to be here!

I am a creative problem-solver specializing in transforming organizations through purposeful work.

Here to learn

Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.