Show Me Your Stack

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.