Following 8
Cory Roberson
• Active 11h ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
Ryan McGonigal
• Active 10h ago
Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
Ian McKenna
London & Globally
• Active 18d ago
Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.
Michael Stringer
• Active 112d ago
Bio: COO of a small RIA in Southern New Jersey
Timothy Bickmore
• Active 11d ago
Bio: Director of Financial Planning at LBW Wealth Management and CEO at Hyphaway. Working on bringing data driven planning to life.
Justin Bolmgren
New York Area
• Active 62d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Joe Moss
Lexington, Kentucky
• Active 9m ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Joe Moss
Lexington, KY • ISTJ
• Active 21h ago
Bio: Operations Advisor at January Capital Advisors
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James Cantwell
@james-cantwell-2301
We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory

Active 2d ago
Joined Sep 8, 2023
Phoenix, AZ
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