Partnering with financial planning firms/RIAs/Hybrid/IBD advisors looking to: - implement process and gain efficiencies- adopt new tech or integrate tech stack- automate key processes- empower teams, create company values, build culture- provide a deeper, more meaningful client experience

MKR Consulting, LLC

Practice Optimization Partner

Head, Client Experience

Managing Director, Operations & Client Engagement

AVP, Marketing

Director, Distribution Marketing

Director, Communications for Fusion Advisor Network

Hubly allows financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.

Hubly Inc

Co-Founder & CEO

Venture Mentor

Advisory Board Memeber

Finance Project Management Intern

Finance Intern

Vice President Finance

Associate Vice President Finance & Finance Commission Vice-Chair

Senior Product Manager

Product Manager

Senior Consultant - Wealth & Asset Management

Financial Planner

Financial Professional

CX Associate

Asset Management Group Associate

Business Development & Partnership Manager

Sales Development Representative

Business Development Representative

Sales Manager

Teacher

Company Owner

Financial Advisor

Chief Executive Officer

Technology Commercialization Executive Management

Board Advisor

Advisory Board Member

Customer Experience Lead

Digital Marketing Director

Customer Support Specialist

Technical Product Manager

Senior Software Engineer

Cross Platform Web/App Software Engineer

Full Stack Web Software Developer

Lead Front End Web/App Software Engineer

Full Stack Web developer

VP of Engineering | Leadership

Founder

Director of Engineering

Senior Full Stack Software Engineer

Software Developer and Network Administrator

Private Investor

Co-Founder/Partner Keyworks Labs Ltd

Partner/Co-Founder Group Ten30 Holding

Sr Vice President Shaw Communications

Sports/Travel Camera Operator

Investor

Data Scientist

Teacher • Data & Quantitative UX Research

UX Researcher

Senior Quantitative UX Researcher

Teacher • UX Research

UX Designer

Software Developer

Senior PHP Developer with focus on User Experience

Web Developer

Java Developer

PHP Developer

Developer

Route 53

Gmail

Google Apps

Amazon AWS

Zendesk

Webflow

Our mission is to provide comprehensive financial planning and wealth management services to individuals, families, and small business owners. With deep knowledge of the regulatory terrain and watchful eyes fixed on an uncertain horizon, our experienced financial planning professionals serve as the first line of protection for clients seeking to manage their financial affairs in accordance with their values.At Ridgeline Financial Partners, we adhere to a holistic, high-level financial planning approach. Our independent financial planners strive to achieve a vantage point from which to survey the full sweep of your financial landscape, providing strategies that link the individual components of your financial health within the structure of a comprehensive wellness map.Outside of the office, we are active members of our local community. By engaging in and supporting efforts that strengthen the social fabric of our neighborhoods, we are able to provide services and effect change in parts of our community that we could not otherwise touch in our professional lives.

Senior Financial Planner

Ridgeline Financial Partners

Outlook

Microsoft Office 365

CloudFlare Hosting

Datadog

Google Maps

We partner with financial professionals to address clients' needs with insurance and annuity solutions for income, estate and business planning, as well as protection for life's uncertainties. Our partner firms include financial institutions, insurance retailers, broker-dealers and the industry's top life and annuity carriers.Saybrus Partners, Inc. is an independent affiliate of AmeriLife. Our corporate headquarters are in Hartford, Connecticut, with consulting representatives located across the United States.Saybrus Partners is an insurance agency affiliate of Saybrus Equity Services, LLC.

Saybrus Partners

Active Campaign

Pardot

Google Analytics

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. With a growing number of employees located around the world, we are experts, leaders and advocates, all coming together to work towards one goal — helping our clients solve problems.  Our success is driven by our ability to empower organizations and people to overcome complex challenges and uncertainties with tailored solutions supported by active listening, hands-on guidance, specialized expertise and, most of all, human connections. NFP ranks in the top five largest benefits brokers by global revenue, best place to work in insurance and is in the top ten of the largest US-based privately owned brokers (Business Insurance).For more information, visit NFP.com.

Meghan Rutherford

Practice Optimization Partner at MKR Consulting, LLC

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