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”

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

Founder of Valora - AI agents that deliver exclusive, qualified leads to financial advisors.

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

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

Co-Founder of the Exchange and CEO of Model FA

We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Soulence Wealth Management

Private Wealth Associate - Series 7 and Series 66 licensed

Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

Tech founder

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Website systems expert for Financial Advisors and RIAs.

Financial Advisor

Financial advisor for retired or almost retired folks

Estate planning attorney

Founder and Financial Planner

Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

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

Certified Kingdom Advisor® | Husband | Father of 2 | Helping Christians align biblical values with financial stewardship.

TBD

I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.

Strategy and operations leader with 20-year record of developing and leading global transformation initiatives.

Sherman Wealth Solutions LLC- CPA, CFP, CDFA, CPFA

Financial Planner

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

Dad, Author, Financial Advisor.

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.