Bio: I help 35y+ purpose-driven solopreneurs scale their businesses and achieve balance by remixing their work around the lifestyle they desire.

Bio: Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.

Bio: I am the client service manager/administrative assistant for Integrity Wealth Management.

Bio: DOO based in Scranton, PA

Bio: 25+ yrs solving problems with human-centered design, ex-Fortune 500 consultant, MBA Strategic Innovation & Entrepreneurship and Skiing Enthusiast!🇨🇦

Bio: Newly independent advisor running as a sole practitioner.

Bio: Founder, Finology Software

Bio: www.thecreatorsuniversity.com - I run a coaching biz called The Creator’s University. We help videographers with the biz stuff!

Bio: Adam's goal is to provide fully customized investment services and exceptional service to meet the needs of a wide range of individuals and businesses

Bio: Molly Simpson is the founder of Sanctuary of Self Wellness who’s heart led mission is to provide safe spaces for women to connect and grow together 🤍

Bio: Business Growth Strategist, Transforming Medical Offices into Thriving Practices

Bio: Financial Planner & Practice Owner in Cape Town, South Africa

Bio: Systems Thinker, Builder & Problem Solver.

Bio: Raise my Kids, Music, Design, Surf!

Bio: My focus is our customers' experience with Mobile Assistant! Cheers, Jason

Bio: Founder and President of Awaken Wealth in Regina, SK 🇨🇦

Bio: Sales Assistant Wilkinson Wealth Management

Bio: Implementation Specialist at Simplicity Ops

Bio: Ops Manager studying for CFP Certification. Interested in finding efficiencies and improving the client experience.

Bio: Lead Coach at Simplicity Ops