Owner of a Wealth Management firm, avid skier, traveler, husband, and father to two boys.

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Financial Advisor for Startup Professionals - St. Louis

Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate

Work Hard & Be Nice To People.

I am a Private Wealth Manager and Master Financial Coach.

Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.

CTO @ Lumina AI Inc.

CFA trained investment consultant, business mentor & management consultant to regulated FSPs & IFAs. https://www.linkedin.com/in/bekithembamafulela/

Solo RIA Firm Owner. Reatherford Wealth Management LLC

Director of Marketing & Operations at YourStake + Advisor Core

na for now

Associate Advisor

Co-founder & CTO of Mili. From interactions to insights to revenue, in real time.

Financial planner helping business owners and employees with equity comp use money as a tool to grow wealth and enjoy life

Founder of Curtis Financial Planning, LLC an RIA firm located in Oakland, California.

Helping Advisors Grow AUM

https://emphasiswealth.profileme.app/dez.tswaile

Financial services pro with 10+ years in RIA ops, process improvement, and team leadership. Tech-savvy and natural problem-solver.

Co-Founder of Cashmere AI. We make organic growth effective, efficient, and reliable for wealth managers!

James Swiggett, Senior Account Executive @ Aidentified

Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)

Dir. Customer Success @ Responsive AI | Next Best Action

Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.

36 years slinging stocks and bonds, crafting fin plans, keeping the wolves away. I’m here to empower Cultural Creatives with the wise use of wealth.

Owner/Founder of Green Future Wealth Management

Building for advisors. Believe in growing together.

CUBIC Advisors, LLC

East Bay Investment Solutions gives RIAs peace of mind and some time back by handling the majority of their investments workload.