Implementation Specialist

Private Wealth Associate - Series 7 and Series 66 licensed

Christopher Hensley is a Financial Services Leader with 22+ years of experience, passionate about helping clients achieve their life goals.

CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.

Client Experience Manager at Simplicity Ops

Hi! My name is Elisa Llanes from Farther Financial Services as an Intern.

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

Here to learn and help others! Loved! Saved by grace! Lover of Jesus! Daughter of the Most High! Worshiper, Writer, Singer, and Evangelist!

Author, international keynote speaker and marketing coach

Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Here we go!

CMO at LeadCenter.AI. I work with RIA firms on CRM strategy and marketing automation.

Interested in founders, philosophy, and the long game.

The Watchman Group

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”

Founder|Sr Wealth Advisor, Worthen Financial Advisors CFP®, RICP®

Solo-Advisor in the NY Metro Area. Looking to become more efficient.

Operations

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

Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.

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

Co-Founder of the Exchange and CEO of Model FA

Advisor + strategist helping business owners grow, protect, and transfer wealth—income planning, estate planning, and legacy design

Founder of RIA Strategic Implementation & Execution (RIASIE), serving as a Fractional COO to growing RIAs looking to scale

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

Systems Thinker | Financial Engineer | Investor A Financial Engineer who builds and optimizes systems for long-term success.

I help people create wealth, reduce taxes, make smart financial decisions

Husband, father, landlord & entrepreneur based in Northern NJ.

I own a Medicare Agency in SC. I am looking to start my own RIA firm to work in tandem with that company.

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