Bio: Chief Technology Officer

Bio: Ray is an Executive Coach who has a track record and passion for helping financial services professionals take their business to the next level.

Bio: Not at this time

Bio: President & CEO of PEAK Reps, and a partner in the ownership group. Passionate about building true partnerships with advisors and helping them grow.

Bio: We formed Madison Partners in 2020 and have built it through mostly organic growth to about $550m but would like to focus on more inorganic growth now

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: CEO - Elite Resource Team Father Husband Surfer