28 Jan January 29, 2026 – AI Agent Builder Rafsan Bhuiyan and Entrepreneur Wealth Mgmt David Wilson
Rafsan Bhuisan – Founder & CEO of OrionQ
When you have an idea, it’s so unique, and you know it’s unique, maybe
that idea generated years and years of failed startups and those, all those
lessons that you’ve learned from the failures. You’ll be surprised. If you
keep going, they end up making you very, very successful.
Rafsan Bhuiyan
Rafsan Bhuiyan is an American entrepreneur, decorated U.S. Army veteran, and the founder and chief executive officer of OrionQ, a unified AI revenue operations platform built to help enterprises and growth teams unlock previously missed revenue at scale. Based in Erie, Colorado, he combines deep technical expertise with leadership experience gained from both military service and high-impact roles in the private sector. Before founding OrionQ, he played a key role in architecting CarMax’s personalization engine that supported nearly 800,000 vehicle sales annually and led large-scale AI adoption initiatives at T-Mobile, where he helped expand GPT usage across thousands of executives. At OrionQ he focuses on creating practical, human-centric AI agents that automate repetitive tasks such as lead qualification, follow-up, and scheduling while ensuring seamless handoffs to human teams to preserve trust and drive results. An advocate for ethical AI and broader access to advanced tools, Rafsan also shares insights on AI adoption and growth strategy with business leaders and coaches teams on leveraging AI to augment rather than replace human skills. He holds a background in computer science from Colorado Technical University and leverages his varied experiences to shape how organizations apply AI to real business challenges.
David Flores Wilson – Managing Partner of Sincerus Advisory & Editor of Planning to Wealth
Exit planning should be done and is effective throughout the life cycle
of a business owner, from formation to growth until the actual
transaction or transition towards the end of the business.
David Wilson
David Flores Wilson, CFP®, CFA, editor of Planning to Wealth, has a passion for being a helpful resource to friends, colleagues, and clients. In an effort to find new ways to better serve his clients and provide the best, easily-accessible information, Planning to Wealth was born. From financial planning tips to wealth management guidance, Planning to Wealth aims to be a valuable resource for top financial planning considerations. Named to the Investopedia Top 100 Financial Advisors in 2019 and 2020, and WealthManagement.com 2019 Thrive list of fastest-growing advisors, David is a Managing Partner and Financial Planner at Sincerus Advisory in New York City. He advises business owners and entrepreneurs as they make financial progress towards their goals and dreams. He has specialized expertise in qualified small business stock (QSBS) planning, business exit planning, strategic philanthropy planning, and equity compensation planning (ISOs, NSOs, and RSUs). Prior to joining Sincerus Advisory, David was a Vice President in the Fixed Income Division at Barclays Capital. He received a BS from the University of California, Berkeley and holds the Certified Exit Planning Advisor (CEPA®), Certified Merger & Acquisition Advisor (CM&AA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified College Financial Consultant (CCFC), Enrolled Agent (EA), and Accredited Estate Planner (AEP®) designations. David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding and is on the board of the Lower East Side Girls Club.