Following 5
Sam Ovens
Los Angeles, CA • INTJ
• Active 23m ago
Bio: CEO @ Skool.
Stacia Waren
PA • INFJ
• Active 158d ago
Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
Joe Moss
Lexington, Kentucky
• Active 44m ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Connor Misch
Rochester, MN
• Active 238d ago
Bio: Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.
Ryan George
• Active 13d ago
Bio: 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 9h ago
Joined Jan 3, 2024
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