Implementation Specialist

Private Wealth Associate - Series 7 and Series 66 licensed

The Watchman Group

Interested in founders, philosophy, and the long game.

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”

Here we go!

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

Author, international keynote speaker and marketing coach

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

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

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.

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

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

Director of Operations

CEO - Elite Resource Team Father Husband Surfer

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

Director of Client Experience with Forest Park Captial. Girl Mom x2. Soccer Coach & Player. Reading ♡

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

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