Ash Bhoopathy
Founder & CEO
Founder conversations. The right person to talk to about where Poseidon and AdvisorGuide are going next, and whether your practice should be part of it.
DM me on LinkedIn
×June 9–11, 2026Boca Raton Resort
One video. One verified profile. Zero studio required.
Catch us at EDGE. Shoot a short video. Walk away with a free 
Verified Profile, the buyer-journey page prospects find when they decide whether to take your meeting.
Built for the moment prospects vet you
When a warm introduction Googles you, what do they find? LinkedIn and a fee schedule. 
is the verified profile they wish existed. The credibility layer between a referral and a booked meeting. Built for RIAs, wealth advisors, and breakaway teams who already win in the room and want to stop losing in the search bar.
How It Works at EDGE
Ten minutes of your time on-site. Two minutes on camera. A verified profile working for you every time someone searches your name afterward.
1. Find us at EDGE
We will be at sessions, in the hallways, and at the after-parties all three days. Send a message, grab us in person, or scroll down for a meeting link.
2. Shoot one short video
No studio, no script, no production crew. Two minutes on camera, answering a handful of prompts. We handle the rest.
3. We build your profile
We turn the video into a verified buyer-journey profile. Edited, captioned, and structured for the moment a prospect is vetting you.
4. You go live online
Your AdvisorGuide Verified Profile publishes within the week. It shows up when prospects Google your name and decide whether to book.
What You Leave Boca With
A free AdvisorGuide Verified Profile, live within the week
A short edited video you can reuse on LinkedIn, your site, and in client emails
The credibility layer that turns warm introductions into booked meetings
Who to find at EDGE
Three of us will be in Boca Raton, June 9–11. Send a note before you fly down so we already know your name when we meet.
Julie Johnson
Strategic Accounts
If your practice manages over $250M AUM or you are part of a larger firm or platform, Julie is the right first call. She works on multi-advisor and enterprise rollouts.
Come find me at EDGE
Aaron Barreiro
Chief Revenue Officer
Most advisors should start here. Aaron runs the AdvisorGuide partnership conversations and can walk you through what a verified profile looks like for your practice.
Come find me at EDGEWhat anVerified Profile actually is
Most advisor profiles online look like LinkedIn. Yours will look like a buyer made it for you.
An Verified Profile is the structured, verified page prospects find when they Google your name. It combines a short video of you in your own words, a clear summary of your practice and ideal client, third-party signals of credibility, and the direct path to book a meeting.
It is built for the seven minutes between “you should meet my advisor” and “let me look them up first.” That is the moment most introductions die. is the page that survives it.
How to find us at EDGE
No booth. We will be moving between sessions, the lobby, and the after-parties for all three days. Easiest way to lock in your video slot:
DM us on LinkedIn
Fastest. Tell us you’re at EDGE and we’ll coordinate where to meet.
Email us
hello@useposeidon.com. We will reply with where we are and when works.
Or pre-book a time