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Jonathan Duggan
• Active 19h ago
Bio:
Director of Financial Planning at Procyon Partners
Joe Moss
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Lexington, Kentucky
• Active 6m ago
Bio:
COO at January Capital Advisors | Curator of the Conneqtor Community
Laura Seymour
• Active 29d ago
Bio:
Solo RIA owner in Minnesota - flat fee - retirement planning primary focus.
Michael Powsner
• Active 4d ago
Bio:
Founder at Upstart Wealth Management, LLC
Ryan McGonigal
• Active 1d 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.
Lauryn Dixon
• Active 4d ago
Bio:
Marketing Team Lead @ Nifty Advisor Support
Olivia Fox
• Active 24d ago
Bio:
Advisor Advocate @ Nifty Advisor Support
Ben Pieroni
• Active 24d ago
Bio:
Advisor Strategist @ Nifty Advisor Support
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Michelle Wong
@michelle-wong-6744
Founder, CEO @ Nifty Advisor Support
Active 7h ago
Joined May 11, 2023
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