Bio: From Montreal, Canada.

Bio: VP of Wealth Strategy at OneDigital. Solver of complex problems, detector of strategy BS — and changer of minds at all levels in an organization.

Bio: Operations Manager at BLBB Advisors

Bio: Former RIA COO & TAMP Executive

Bio: Fiduciary CFO for RIA firm owners and their business owner clientele. Host of Unexpected Hobbies of Financial Advisors podcast.

Bio: CEO @ WealthPlan Group. Actively buying advisory businesses. Strong beliefs, loosely held.

Bio: Founder & CEO of Seeds | Helping advisors deliver a more meaningful investing experience at scale.

Bio: I help aspiring and existing financial professionals master a winning mindset to transform their client relationships and drive real results.

Bio: I'm a CFP in Kearney, Nebraska. I operate a tuck-in practice within a larger RIA based out of Omaha Nebraska.

Bio: Provisio Wealth Advisors, Disciple of Jesus, hunter, BJJ, husband, father.