CFP and Enrolled Agent since 1984

Owner of Canyon Strategic Wealth

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

Flowers

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 women wipe out $50k+ in debt with the exact system that got me out of mine.

CEO/Martinsen Wealth Management

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

Partner & Senior Advisor, Lifeworks Advisors

Operations enthusiast. People cultivator.

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

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

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

AI

John is the Founder and CEO of The Oasis Group. His firm is a leading training, research, and consulting company.

23 year planning veteran still learning how to get better every day. Married with 4 kids, a dog, and a cat.

Here to learn and help others! Loved! Saved by grace! Lover of Jesus! Daughter of the Most High! Worshiper, Writer, Singer, and Evangelist!

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

John Montgomery

Co-Founder of the Exchange and CEO of Model FA

A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.

Husband, father, landlord & entrepreneur based in Northern NJ.

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

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

Client Experience Manager at Simplicity Ops

Private Wealth Associate - Series 7 and Series 66 licensed

Interested in founders, philosophy, and the long game.

Author, international keynote speaker and marketing coach