Followers 126
Tracy Jepson
Topeka, KS
• Active 2d ago
Bio: 🦩Unlocking the Harmony Between Your Work and Wellbeing - Coaching founders on growing and exiting their company while living the life they dream.
Jeannette Seibly
• Active 5h ago
Bio: Jeannette Seibly Talent Advisor / The Leadership Results Coach Expert in solving people issues for small business and family business leaders.
Michelle Wong
INFJ
• Active 7h ago
Bio: Founder, CEO @ Nifty Advisor Support
Allie Priede
• Active 36d ago
Bio: Marketing professional with entertainment, fintech, and insurance background. Stepping into wealth management and looking to shake up the space.
Pam Ostrowski
• Active 4d ago
Bio: I empower women with a tangible plan to manage the fear, uncertainty, and overwhelm that comes with a dementia caregiving journey.
Lee Rennie
• Active 54d ago
Bio: With a background in web/graphic design, I started Melu with my wife, Kimberley, back in 2018. I'm based in Oxford, England, but a huge NFL fan!
Calvin Truong
• Active 27d ago
Bio: I
Sheri Jay
• Active 1d ago
Bio: Your Busy Brain Coach for Peak Performance and Passionate Living.
Stephanie Roberts
• Active 53d ago
Bio: I am the CEO/Owner of Humans Being Resources where we focus on helping financial firms locate, screen and hire top talent for their firms.
Robert Kirk
Richardson, TX • ENTJ
• Active 37d ago
Bio: Rob is the Founder and CEO of InterGen Data, a company revolutionizing the banking, financial services, insurance, & home healthcare industries.
Linda Horner
• Active 2d ago
Bio: Partner at Uplifting Capital, a private asset impact investments firm. Over ten years of experience in financial services, strategy, and innovation.
Leslie Samuelrich
• Active 43d ago
Era Jain
New York
• Active 67d ago
Bio: CEO & Co-founder @ Zeplyn.ai | Former Google AI Engineer | Harvard Business School MBA'23
Yvonne Rouse
• Active 79d ago
Lisa Brooks-Thompson
• Active 73d ago
Bio: More info to come!
Kelly Haynes
New York
• Active 2d ago
Bio: Working in financial services for a life general agency as an internal sales manager and a life/career coach.
Marci Bair
San Diego, CA
• Active 36d ago
Bio: Hi, I am Marci Bair, CFP. I’ve been in practice for over 32 years & am the Founder & President of Bair Financial Planning headquartered in San Diego.
Domenick DAndrea
• Active 102d ago
Bio: I deliver financial solutions for families, individuals, and businesses that address financial concerns and goals customized to their life stage.
Annalee Kruger
• Active 122d ago
Shantanu Sharma
• Active 53d ago
Bio: Ally, (he/him) financial services professional based in the Greater NYC area.
Matt Seitz
• Active 123d ago
Bio: Matt Seitz is the CMO at C2P. Helping advisors firm up their brand identity, then build and launch a marketing-to-sales process with proven results.
David Buck
• Active 99d ago
Bio: I am a time management specialist (3e +years) , an entrepreneur, a lifestyle coach, a time organizer, and author.
Lisa Allen
• Active 36d ago
Bio: 20+ year veteran of the finance industry- marketing, sales, and operations. Live in coastal NC with my husband. Love Peloton, reading, my dog, & wine.
Shannon McCue
• Active 35d ago
Bio: Financial Advisor at PIP Wealth
Cristina Briboneria
• Active 130d ago
Bio: Cristina Briboneria, CFP®, AWMA®, ADPA® Managing Director, Private CFO® oXYGen Financial
Rene' Nourse
CALIFORNIA
• Active 32d ago
Bio: CFP AND PhD. FOUNDER/CEO OF URBAN WEALTH MANAGEMENT GROUP, AN ALL-FEMALE-BASED FIRM. HAVE OVER 30 YEARS OF EXPERTISE IN THE FINANCIAL INDUSTRY.
Lily C. Huber
• Active 130d ago
Betsy Moppert
Kirkwood, MO
• Active 11d ago
Bio: Helping you understand the financial world and making it make sense for your goals and values. Let's create a personalized financial plan together!
Aimee Sehwoerer
• Active 146d ago
Bio: I am a results-driven professional with a passion for leadership, sales, marketing, and financial planning.
Lisa Asher
ENTP
• Active 4d ago
Bio: Wealth management industry professional spanning the advisor and technology side with a focus on client experience and financial planning
1-30 of 126
Sheryl Hickerson
@sheryl-hickerson-4698
CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.

Active 1d ago
Joined Aug 26, 2023
St. Louis, MO
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