Empowering Financial Advisors with Expert Guidance

Expert Consultants for Financial Advisors

Feel confident about sticking to what you do best—financial planning and/or investment management. We’ve rounded up top experts to help you feel more in control and less stressed.

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Your Go-To Experts for Financial Advisors

I've sought out the top experts, reviewed their specialties, and gotten to know them. We've rounded up a list of experts to help you stay in control and keep the overwhelm at bay.

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David DeCelle

David DeCelle

CEO - Model FA

Business Development and Marketing Consulting/Agency Work

Work With David DeCelle
Business Planning
Sales
Marketing
Websites
Angela York

Angela York

Co-Founder - Event Advisors

Event Planning Expert | Co-Founder of Event Advisors | Helping Financial Advisors Host Impactful Events and Grow Their Practice

Work With Angela York
Events - Seminars & Webinars
Elyse Stoner

Elyse Stoner

Co-Founder - Event Advisors

Strategic Event Expert | Transforming Financial Advisors' Events into Memorable Experiences & Genuine Connections

Work With Elyse Stoner
Events - Seminars & Webinars
John O'Connell

John O'Connell

Founder - The Oasis Group

Bestselling Author ✧ Keynote Speaker ✧ #47 on ‘100 Most Powerful People in Financial Advice’ ✧ Wealth Management & WealthTech Expert ✧ Thought Leader in AI, Data, Technology, & Cybersecurity ✧ Board Member

Work With John O'Connell
AdvisorTech
AI
Data
Speaker
Joshua Wilson

Joshua Wilson

Strategic Growth Catalyst

Helping you become the only option for your ideal clients | Fractional Growth Leader | Coach | Brand/Marketing/Content | Behavioral Finance PhD | Former Award-Winning Advisor & CEO

Work With Joshua Wilson
Niches & Prospecting
Speaker
Marketing
Sales
Dave Zoller

Dave Zoller

Founder - Streamline My Practice

Equipping Advisors to Build Lasting Firms | Grow Your Business In Just 5 Minutes a Week

Work With Dave Zoller
Marketing
Speaker
Video
Sten Morgan

Sten Morgan

Founder - Elite Advisor Network

Helping Advisors Recognize and Reach their Potential, Faster

Work With Sten Morgan
Business Planning
Speaker
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