You don’t need another advisor—you need a financial world operating in true synergy

I am a creative problem-solver specializing in transforming organizations through purposeful work.

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

Leon is not your typical financial advisor. Through his unique blend of experience, he has developed a strength for helping people.

na for now

Client Service Specialist at Strata Wealth & Risk Management

I help people create wealth, reduce taxes, make smart financial decisions

Financial Advisor

CEO - Elite Resource Team Father Husband Surfer

Financial planner helping executives, engineers, and small business owners

Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Owner at Connect Wealth

John Montgomery

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Founder of Flagship Wealth Management Group

The Watchman Group

SC resident, Work in WealthTech, baseball enthusiast

Founder|Sr Wealth Advisor, Worthen Financial Advisors CFP®, RICP®

Fractional CSA for Schwab & Altruist users | Advyzon CRM Consulting & Implementation

Founder of Clear Harbor Wealth Management in Destin, FL

Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.

Looking to learn new ways to prospect and sell.

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Director of Operations

Operations

Planning Assistant

Director of People + Operations at Consilio Wealth Advisors

Trader and Portfolio Manager at Sage Trading Collective

Creator of RIApulse.com // Technology Consultant // Software Development