Show Me Your Stack

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.