Technology is an important part of a financial service professional's practice
And, these individuals believe not only in innovation, but the power of partnership with Females and Finance.
H. Adam Holt, CFP®, ChFC®
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor
Alison Susko
Vice President of Community at Asset-Map. Specializing in leadership, customer service, relationship building and account growth.
Brian Pasalich
Chief Executive Officer | Co-Founder at Syntoniq, Inc.
Cheryl Nash
CEO Financial Supermarket | InvestCloud
Craig Iskowitz
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroupllc.com
Daleele Alison
CEO | RooksDM | Leverage Technology To Grow Your Business | Systemize Processes | Save Time | Scale Your Business
Aaron Klein
Co-Founder and CEO at Nitrogen
Dan Bolton
Vice President of Corporate Marketing at Nitrogen
David Macchia
Retirement Income Strategist I Entrepreneur I Founder, Wealth2k Author of Constrained Investor and Lucky Retiree I Keynote Speaker Defender of Annuities
Hugh Massie
Executive Chairman and Founder | DNA Behavior
Jennifer C. Sauter, CFP®
Onboarding and Support Specialist/Project Manager at Forms Logic
