✍️ Writer ~ AdvisorTechBook.com

CEO - Elite Resource Team Father Husband Surfer

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

John Montgomery

Elite Planner - estate planning law firm scaling and optimization

I'm a career changer who needs help with automating operations until I can hire someone to run my life!

riapulse.com https://www.linkedin.com/in/jayce-nall/

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

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

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

LOAN BROKERAGE

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

Flowers

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

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

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

I’m just writing this bio to get through the onboarding steps

I am a Private Wealth Manager and Master Financial Coach.

I'm an Operations Manager for a Chicago-based RIA firm. I co-lead the firm alongside our principals, overseeing operations, technology, and compliance

Founder, CEO @ Nifty Advisor Support

Co-Founder of the Exchange and CEO of Model FA

Owner at Connect Wealth

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

Chief Marketing Officer

Brian Vosberg

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

I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.

I joined IDA in 2015 with 20+ years of experience, supporting advisors and clients with care, precision, and a focus on their goals.

New to the RIA world, trying to understand how other small firms manage knowledge and processes

Director of Client Service and CCO PYA Waltman Capital, LLC