Bio: 🦩Unlocking the Harmony Between Your Work and Wellbeing - Coaching founders on growing and exiting their company while living the life they dream.

Bio: Jeannette Seibly Talent Advisor / The Leadership Results Coach Expert in solving people issues for small business and family business leaders.

Bio: Founder, CEO @ Nifty Advisor Support

Bio: Marketing professional with entertainment, fintech, and insurance background. Stepping into wealth management and looking to shake up the space.

Bio: I empower women with a tangible plan to manage the fear, uncertainty, and overwhelm that comes with a dementia caregiving journey.

Bio: With a background in web/graphic design, I started Melu with my wife, Kimberley, back in 2018. I'm based in Oxford, England, but a huge NFL fan!

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Bio: Your Busy Brain Coach for Peak Performance and Passionate Living.

Bio: I am the CEO/Owner of Humans Being Resources where we focus on helping financial firms locate, screen and hire top talent for their firms.

Bio: Rob is the Founder and CEO of InterGen Data, a company revolutionizing the banking, financial services, insurance, & home healthcare industries.

Bio: Partner at Uplifting Capital, a private asset impact investments firm. Over ten years of experience in financial services, strategy, and innovation.

Bio: CEO & Co-founder @ Zeplyn.ai | Former Google AI Engineer | Harvard Business School MBA'23

Bio: More info to come!

Bio: Working in financial services for a life general agency as an internal sales manager and a life/career coach.

Bio: Hi, I am Marci Bair, CFP. I’ve been in practice for over 32 years & am the Founder & President of Bair Financial Planning headquartered in San Diego.

Bio: I deliver financial solutions for families, individuals, and businesses that address financial concerns and goals customized to their life stage.

Bio: Ally, (he/him) financial services professional based in the Greater NYC area.

Bio: Matt Seitz is the CMO at C2P. Helping advisors firm up their brand identity, then build and launch a marketing-to-sales process with proven results.

Bio: I am a time management specialist (3e +years) , an entrepreneur, a lifestyle coach, a time organizer, and author.

Bio: 20+ year veteran of the finance industry- marketing, sales, and operations. Live in coastal NC with my husband. Love Peloton, reading, my dog, & wine.

Bio: Financial Advisor at PIP Wealth

Bio: Cristina Briboneria, CFP®, AWMA®, ADPA® Managing Director, Private CFO® oXYGen Financial

Bio: CFP AND PhD. FOUNDER/CEO OF URBAN WEALTH MANAGEMENT GROUP, AN ALL-FEMALE-BASED FIRM. HAVE OVER 30 YEARS OF EXPERTISE IN THE FINANCIAL INDUSTRY.

Bio: Helping you understand the financial world and making it make sense for your goals and values. Let's create a personalized financial plan together!

Bio: I am a results-driven professional with a passion for leadership, sales, marketing, and financial planning.

Bio: Wealth management industry professional spanning the advisor and technology side with a focus on client experience and financial planning