Bio: Passionately serving individual clients, families and businesses.

Bio: I began my in 1988 career as a part time rep for 12 yrs before working for 2 banks until 2022 when I left the banking world as an independent advisor.

Bio: Transamerica Advisor

Bio: Founder and Wealth Advisor of Clarity Financial Solutions, Amanda specializes in the distribution and legacy phase of financial services.

Bio: Life long learner

Bio: Chief Operating Officer of Youth Leaders in Wealth Management | I help students aiming to enter the wealth management field establish thriving career.

Bio: Private Wealth Advisor in The Woodlands, TX.

Bio: Scott serves as CEO/CIO at Coastwise where he is responsible for strategic investment decisions, portfolio management, and client relations.

Bio: President and Founder of Digital Financial, fractional CFO and bookkeeping firm. Long Island, NY and love to boat!

Bio: From Montreal, Canada.

Bio: John Grace, President of Investor’s Advantage Corporation, was named one of the Los Angeles Business Journal's 200 most influential leaders in 2024.

Bio: Dennie Foss, ChFC, ABFP I have been a financial advisor with Edward Jones since 2018.

Bio: I have been a wealth advisor for almost 17 years. I have a passion for helping families, business owners and individuals to live their best life.

Bio: Particular Baptist | Expositor | Father | Husband | Faith-Based Financial Planner

Bio: Recovering CPA, speaker, software developer, and serial entrepreneur, passionate 4 innovating tax firms & helping find peace, hope, & love in work.

Bio: CoS in Financial Services

Bio: Licensed in 12 states and hold the Life Health and Property & Casualty licenses. My securities registrations include series 6, 7, 63 & 65.

Bio: CFP, CLU, ChFC, CRPC, LUTCF, LACP, CLTC Executive Senior Partner, Totus Wealth Management LLC

Bio: NJ Based Wealth Advisor

Bio: Chitra Patel is the Founder and CEO of WealthWorth. She has over 20 years of experience in the financial services industry.

Bio: I am president of Seapoint Wealth Advisors, associated with LPL Strategic Wealth Services since 2021. I'm a CFP and a degree in finance from Texas St

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

Bio: Will Green Financial Advisor, Edward Jones Industry Experience: 21 years at TIAA, Merrill Lynch and Bank of America