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

Web Developer from California

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

John Montgomery

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

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

CCO for Cordant Wealth Partners

"Rewrite Your Story Membership" for Women 50+ Ready to Be Seen, Share Their Wisdom, & Get Paid for It. Even if starting from scratch

E.J. focuses on helping families and individuals make smart choices about their money, so that they can accomplish their goals and enjoy life.

RIA Operations professional, focused on building strong processes, improving workflows, & supporting advisors & clients through efficient operations.

SC resident, Work in WealthTech, baseball enthusiast

Elite Planner - estate planning law firm scaling and optimization

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

Alan Nelson is a retired submarine officer pivoting to the financial services industry. Initially disheartened by industry & high fees so started RIA.

CEO - Elite Resource Team Father Husband Surfer

Oklahoma

Operations Manager

Financial advisor and co-owner of a small RIA firm in Independence, MO.

Operations

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

Series 7, Series 66 and SIE licensed

I am a Private Wealth Manager and Master Financial Coach.

Owner at Connect Wealth

LOAN BROKERAGE

Solo Advisor

Hi, I am Michelle Cortés-Harkins, a Fee-Only Financial Planner and Partner at Harkins Wealth Management.

Assistant to two RIA's.

Financial planner helping executives, engineers, and small business owners

Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York.

Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning & education firm focused on women, families, and entrepreneurs.