Work Hard & Be Nice To People.

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

I am a Private Wealth Manager and Master Financial Coach.

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.

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

CUBIC Advisors, LLC

Associate Advisor

Owner at Reatherford Wealth Management LLC

Financial Advisor for Startup Professionals - St. Louis

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

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.

Director of Marketing & Operations at YourStake + Advisor Core

na for now

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

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.

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