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Sam Ovens
online
Los Angeles, CA • INTJ
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CEO @ Skool.
Stacia Waren
PA • INFJ
• Active 144d ago
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The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
Joe Moss
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online
Lexington, Kentucky
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COO at January Capital Advisors | Curator of the Conneqtor Community
Connor Misch
Rochester, MN
• Active 225d ago
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Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.
Ryan George
• Active 45d ago
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Chief Marketing Officer
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Nora Gallegos
@nora-gallegos-6609
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Active 19h ago
Joined Jan 3, 2024
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