Built by advisors, for advisors, since 2019.
In 2019, two practicing CFP® professionals set out to create a private community for financial advisors like none other. The community still comes first, and the content follows.
To provide a safe, collaborative space for advisors to learn and grow alongside their peers.
Justin Castelli, CFP® & Taylor Schulte, CFP® · Co-founders
The people who keep the lights on.
Founder of Define Financial, a fee-only RIA in San Diego, and host of the Stay Wealthy Retirement Podcast. Runs Marketing Office Hours every month.
Married with three kids · Carne asada burritos · Hates flying, loves golf
Founder of RLS Wealth Management, an RIA in Fishers, Indiana, and the voice behind All About Your Benjamins and The Advisor of Tomorrow. Hosts the monthly Hot Seat.
Married with three boys · Lifelong hip-hop fan · Fitness nut
Looks after the community day to day: helps members set up their masterminds, hosts many of our live sessions, and makes the connections that matter.
California born and raised · Travel enthusiast · Always seeking out live music
Founder of Diana Cabrices Consulting in Denver, helping advisors grow through marketing and technology. Moderates the Way to Wellness space.
Birth doula · 18+ countries, 3 continents · First-generation Cuban-Venezuelan-American
Founder of Wealthtender, a digital marketing growth platform for advisors, based in Austin. Spent 22 years at Invesco, most recently as Head of US Key Accounts.
Spoils his nieces and nephews · Lived in Tulum during the pandemic · Angel investor
Where The AGC has come up.
Independent brand, with a growth partner behind it.
The AGC is part of Wealthtender, the find-an-advisor platform, and runs under its own brand with its own leadership.
