People

Founder of MrBeast Financial

CEO at Ritholtz Wealth Management

Chief Financial Planning Nerd

Helping financial advisors grow & enterprises scale through marketing strategies that actually work| Speaker | Consultant | Chief Evangelist @ FMG | Follow for daily marketing tips

SaaS’s Financial Planner | If you make $250k+, read my about section

I help $100M+ founders access your liquidity, reduce your taxes, invest for growth and enjoy your wealth without sacrificing your family, health, or freedom | 6x Author | 5x Dad | Founder, Pacific Capital & ELEVATED

President & CEO at Creative Planning

🦄Not just another boring Financial Advisor🦄

Managing Partner at Ritholtz Wealth Management

Creator of the Behavior Gap

Founder and CEO at Couplr.ai | Dadpreneur | Co-Host Rethink FA Podcast

I help entrepreneurs and athletes build and protect wealth | Top 10 MLB Pick & 11 Year Pro | CERTIFIED FINANCIAL PLANNER®

Evangelist for financial education, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

Director of Institutional Asset Management at Ritholtz Wealth Management

Published Author | Financial Blogger | COO at Ritholtz Wealth

Founder & Chief Education Officer

🍃 Vegan Financial Advisor

Chairman, Chief Investment Officer Ritholtz Wealth Management

Financial advisor at Bryn Mawr Trust Advisors, LLC

Financial advisor at Private Client Services, LLC

Founder & CEO at Altruist

Chief Evangelist @Zocks, the #1 AI Assistant for Financial Services | Top 10 Most Influential People in Financial Services | TEDx Speaker | The Human Voice of AI in the Industry.

Founder, Influential Advisor Media

Tax Planner, Tax Coach for Financial Advisors, Keynote Speaker, Author, Adventurer

Founder | Business & AI Advisor

I help successful financial advisors turn complexity into clarity — and build a business as distinctive as the clients they serve.

Chief market nerd, Author of OptimistiCallie

Getting financial advisors millions of dollars & impressions | $150+ million in AUM pipeline for advisors on LinkedIn | 120+ million client impressions | 500+ meetings booked | Co-Founder at InfluenceLab

Owner of My RIA Lawyer, Outsourced CCO and General Counsel to SEC registered firms, Securities Attorney, Compliance Nerd, Speaker, Educator, Lip-sync enthusiast

Founder & CEO Fintech Is Femme Media | Award Winning Journalist | Content Director | Global Speaker | Professor | AAPI | Community Builder for Women in Fintech | Debut Book: Fintech Feminists - Fall 2024

Solver of complex Technology, Sales, & Revenue challenges in Wealth Management, FinTech, & Financial Services | Bestselling Author & Keynote Speaker

Building multiple $1m+ lifestyle practices.

Top 100 Advisor By Investopedia. Helping 30-50 year old Business Owners and Those With Equity Comp Build Wealth. Content Creator. Co-Founder & Financial Planner at AllStreet Wealth.

We give your advisors the EXACT words to attract high net-worth clients and grow AUM | Keynotes + Training | Built, scaled & exited Top 1% advisory firm | WSJ Bestselling Author | Proud Dad of 4 Gen Z entrepreneurs