People

Speakers

50 people · On stage at industry events

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PersonCompaniesConferencesLinkedIn followers
Josh Brown✓
CEO at Ritholtz Wealth Management
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343,002
Michael Kitces✓
Chief Financial Planning Nerd
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126,942
Samantha (Culovic) Russell
Helping financial advisors grow & enterprises scale through marketing strategies that actually work| Speaker | Consultant | Chief Evangelist @ FMG | Follow for daily marketing tips
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56,163
Chad Willardson✓
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
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53,929
Michael Batnick✓
Managing Partner at Ritholtz Wealth Management
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42,588
Jason Wenk✓
Founder & CEO at Altruist
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27,017
Paul G McManus
Founder, Influential Advisor Media
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23,629
Kristin Andree
I help successful financial advisors turn complexity into clarity — and build a business as distinctive as the clients they serve.
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22,653
Adam Knorr
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
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21,618
Matthew Jarvis
Building multiple $1m+ lifestyle practices.
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20,939
Derrick Kinney
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
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20,173
Ritik Malhotra
Founder and CEO, Savvy Wealth
—
15,034
Jason Pereira
Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, & Podcaster
—
14,580
Kyle Kuyat✓
Co-Founder | Defining Wealth
—
13,583
Tyrone Ross Jr.✓
CEO and Founder of @Turnqey Labs, Inc. | CEO @401 Financial, Inc.
—
12,563
Stevyn Guinnip
Health Advisor for Financial Advisors
—
11,890
Steven Tenney
Strategic Advisor to RIA Leaders | Helping Wealth Management Firms Operate as Businesses, Not Practices | Former RIA CEO & Founder | KITCES Service Provider Recommended
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9,764
Matt Mosich
Executive Communication & Speaker Coach for Wealth & Bitcoin | Helping Wealth Teams & Their Leaders Win Attention, Capital, & Clients | Keynote Speaker
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9,759
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9,707
Patrick Kelly✓
CEO of Signal Advisors
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9,492
Niki Clark
Non-Boring Marketing for Advisory Firms
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9,462
Preston Cherry✓
Flat-Fee Fiduciary Financial Advisor | Founder, Concurrent Wealth Management | Houston | Author & National Media Contributor
—
9,359
Matt Middleton
Founder & CEO at Future Proof; Co-Founder & CEO at InScope; CEO at ETF.com
—
8,450
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7,781
Jon Cook
Founder of Advisor Story
—
7,609
Ashley Quamme
Founder, Beyond the Plan®️
—
6,717
Amy DeTolla
Accelerator | M&A Strategist & Integrator | Platform Builder | Speaker | Venture Partner
—
6,660
Kate Guillen
We’re on a mission to help advisors build thriving practices by transforming complex operations into simple systems!
—
6,468
Liam Hanlon
Vice President, Strategy & Head of Insights @ Jump | AI for Financial Advisors
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5,819
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5,619
5,537
Steven Fox✓
Financial advisor at AdviceOnly
—
5,315
—
5,036
Matthew Koppelman✓
Co-Founder at Precision Wealth Planners / CFP®, WMCP®
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4,842
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4,709
Kendra Wright
Helping advisors grow beyond referrals | Owner: Rebel Media Agency
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4,597
Bob Veres
Writer/commentator in the financial services industry
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4,435
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4,332
Daniel Yerger✓
President of MY Wealth Planners
—
3,870
Ben Henry-Moreland, CFP®, EA
Writer and speaker on financial advice, tax, practice management, and technology
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2,925
Jeff Juracka
Jeff at the Desk | RIA Sales @ YCharts
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2,900
Micah Shilanski✓
Financial advisor at Cwm, LLC
—
2,681
Nyle Bayer✓
CEO at Up Capital Management
—
2,541
Patric Glassell
Chief Growth Officer @ Kwanti
—
2,500
Marie Lovett
Founder, Maker City Paraplanner
—
2,267
Francis S. Orr✓
Fee-Only Planning & Advice at Kinetic Wealth
—
1,779
Stephanie Reilly
Helping advisors align their fee with their worth / Actually actionable practice management
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1,682
Miguel Gomez Garcia✓
Flat-Fee Financial Planning for Latino Entrepreneurs
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1,609
Dean Ferraro✓
Co-founder and Financial advisor at Longhouse Wealth Management
1,367
Katherine Beltran
Manager of Client Experience at Simplicity Ops
—
442
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