TriNet provides a time saving, game changing HR partnership to help business owners focus on what matter most. Our offering is tailored to the financial service industry. We give small to mid-sized businesses advantages and buying power when providing their employees with benefits, payroll, compliance and technology.

I consult with advisors who are ready to fuel their independent spirit, drive their own business growth, and realize their career goals through the Registered Investment Advisor (RIA) model. My experience has reinforced my belief that when financial advisors take control of their own future, they can help create better outcomes for their clients.

Bill McGuire is managing director of McGuire Marketing, a full-service marketing support to the Registered Investment Advisors (RIA) community. We help businesses grow with common-sense marketing and a keen eye towards your budgets, deadlines & results.

Susan Catalano is the Managing Partner of JQLaCorte, LLC, a full-service digital marketing agency for the Financial & Professional Services and Manufacturing Industries.

With a 25-year finance career spanning Texas to California and back, Linda’s real motivation is helping people find new ways to get things done. From the President’s Club at Fidelity Investments to owning a flower shop in Laguna Beach, Linda has always been an entrepreneur at heart — and in practice.

As Founder & CEO of Amulet Consulting Group, LLC, Chris is a trusted advisor to firms across the full cycle of business evolution in the financial services sector - from startup to exit strategies.