LOAN BROKERAGE

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

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

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

New employee with Juno Financial Group

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

Juno Financial Relationship Manager

Web Developer from California

Hi, I'm Maedy, the Executive Assistant to the Director of Client Experience and the Graphic Designer & Video Editor of Simplicity Ops.

Account Executive / Sales Director at LeadCenter.AI

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

Owner at Connect Wealth

CEO - Elite Resource Team Father Husband Surfer

John Montgomery

TBD

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

I am a Private Wealth Manager and Master Financial Coach.

SC resident, Work in WealthTech, baseball enthusiast

Client Service Coordinator

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

Series 7, Series 66 and SIE licensed

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

Financial Advisor

Elite Planner - estate planning law firm scaling and optimization

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

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

Virtual Assistant providing executive assistance, ops, bookkeeping, and HR to Certified Financial Planners, Psychiatrists & early-stage startups.

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

Retired USN Special Operations and now Director Of Operations: Orion Capital Management LLC