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CFP and Enrolled Agent since 1984

Managing Partner of Align Financial Advisors in McKinney, Texas.

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

Founder of Maize Financial, a fee-only RIA in Topeka, KS. I love cats, reading, hockey, and narrowing the wealth gap.

Student in Business Information Systems, interested in tech, projects, and how digital tools solve real-world problems.

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Certified Financial Planner helping professionals build clarity, grow wealth, and achieve confident retirement through structured financial planning

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

Director of Operations / CCO at MKD Wealth

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

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

Husband, father of 4, Air Force Officer, firm owner, PhD candidate

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

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”

I help transform individuals who struggle with health and wellness. Leadership and growth mindset

A financial marketing industry wiz currently employed with GReminders as their partner relationship manager

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Financial Advisor to US expats specializing in Vietnam and Turkey.

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

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

AI

Financial Advisor

Private Wealth Associate - Series 7 and Series 66 licensed

Partner & Senior Advisor, Lifeworks Advisors

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

Solo RIA

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

I am a Private Wealth Manager and Master Financial Coach.