Sr. Marketing Coordinator

CEO - Elite Resource Team Father Husband Surfer

Elite Planner - estate planning law firm scaling and optimization

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

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

AI Strategist

I'm the founder of Optometry Wealth Advisors, and I love serving optometrists nationwide, getting outdoors, and spending time with my wife and kids.

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

Financial planner helping executives, engineers, and small business owners

Private Wealth Associate - Series 7 and Series 66 licensed

John Montgomery

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”

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

Solo Advisor

na for now

Client Success Director at Probitas Financial. Ops/CRM specialist esp with Salesforce FSC & Wealthbox. Looking forward to learning and sharing.

Co-founder | Capstone Wealth Partners

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

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

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

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

Wealth Management RIA San Antonio, TX

VP of Operations supporting a team of 6 advisors and 8 staff, managing $975MM in AUM and 800 households. Interested in tech and process improvements!

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

The Watchman Group

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.

As Director of Operations at Arista Wealth, I drive change through smart processes and a focus on excellence.

Marketing Manager for boutique RIA in Palm Beach Gardens, Florida

McGee Wealth Management

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