Founder and CEO of Wealthtender.

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

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

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

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

Leon is not your typical financial advisor. Through his unique blend of experience, he has developed a strength for helping people.

LOAN BROKERAGE

Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

Elite Planner - estate planning law firm scaling and optimization

CEO - Elite Resource Team Father Husband Surfer

John Montgomery

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

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

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

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

Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!

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

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

Here for it.

Building tools

Financial planner helping executives, engineers, and small business owners

1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Barrett Schlabach Wealth Management (Edward Jones). We use MoneyGuide and Salesforce.

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

Client Experience Manager at Simplicity Ops

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

I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.

Co-Founder of the Exchange and CEO of Model FA

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

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