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Members 291
Admins 2
Online 2
1
Jason Berube
@jason-berube-6601
Chat
Empowering Contractors to Protect, Grow, and Transition Their Business with Confidence | Founder & CEO, Cornerstone Wealth Consulting Services, LLC
Active 57m ago
Joined Oct 5, 2023
1
Todd Calamita
@todd-calamita-9593
Chat
Owner of a Wealth Management firm, avid skier, traveler, husband, and father to two boys.
Active 1h ago
Joined May 30, 2024
Charlotte, NC
1
Phil Putney
@phil-putney-3137
Chat
Recovering CPA
Active 2h ago
Joined Dec 19, 2023
1
Eric Lanier
@eric-lanier-1678
Chat
Founder of a financial planning firm called Higher Impact Financial. Husband and father of 3 kids!
Active 10h ago
Joined Dec 22, 2023
1
Todd Smith
@todd-smith-2119
Chat
President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Active 10h ago
Joined Oct 3, 2023
Colorado
1
Frank Rekas
@frank-rekas-6250
Chat
Financial Advisor
Active 11h ago
Joined Feb 25, 2024
1
Justin Peek
@justin-peek-2463
Chat
Advisor in Carlsbad, CA. Just crossed into my 20th year. Love the profession and helping others in it. Owner and Founder PEEK WEALTH. Married w/kids.
Active 11h ago
Joined Feb 6, 2024
1
Eva Anderson
@eva-anderson-2790
Chat
Operations Manager with Integrity Financial: developing people and improving processes!
Active 13h ago
Joined Dec 18, 2023
Iowa
1
Brandon Galici
@brandon-galici-5829
Chat
I help you better understand your finances so that you can reduce your money stress and focus on living a fulfilled life.
Active 14h ago
Joined Jun 13, 2024
San Juan Capistrano
1
Adam Wong
@adam-wong-7814
Chat
Father of 2 Husband of 1 Financial Advisor
Active 16h ago
Joined Jul 23, 2024
1
Nora Gallegos
@nora-gallegos-6609
Chat
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Active 17h ago
Joined Jan 4, 2024
1
Adrienne Taylor
@adrienne-taylor-1905
Chat
I am a connector and an educator. I have access to knowledge and resources that help people worry less about their money so they can enjoy life more.
Active 20h ago
Joined Dec 22, 2023
Lees Summit, MO
1
Jason Mountjoy
@jason-mountjoy-4209
Chat
Financial planner
Active 21h ago
Joined Mar 2, 2024
2
Kevin Stephison
@kevin-stephison-4344
Chat
I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.
Active 21h ago
Joined Dec 18, 2023
1
Ryan McGonigal
@ryan-mcgonigal-8686
Chat
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.
Active 24h ago
Joined May 21, 2024
1
Sean Polley
@sean-polley-5932
Chat
Private Wealth Manager with over 28 years of experience in the wealth management industry.
Active 2d ago
Joined Jan 10, 2024
Orlando, FL
1
Howard Wilson
@howard-wilson-5868
Chat
COO @ HCM. Looking to modernize, learn, and contribute to this community
Active 2d ago
Joined May 15, 2024
Los Angeles
1
Tracie Reithmann
@tracie-reithmann-4490
Chat
Director of Operations at Spence, Cassidy & Associates
Active 2d ago
Joined Feb 7, 2024
Scottsdale, Arizona
3
Pamela Rasey
@pamela-rasey-7356
Chat
Pamela Rasey is CMO at Buckler (buckler.app), a Cyber Program Management System SaaS-based company lighting up the Financial Services industry.
Active 2d ago
Joined Jul 25, 2024
1
Collin Reatherford
@collin-reatherford-2714
Chat
Owner at Reatherford Wealth Management LLC
Active 2d ago
Joined Oct 24, 2023
Peoria, IL
1
Adam Sheldon
@adam-sheldon-3568
Chat
Theater, concerts
Active 3d ago
Joined Jan 19, 2024
1
Tim Mrock
@tim-mrock-7989
Chat
Director of Operations & CCO, MKD Wealth
Active 3d ago
Joined Oct 17, 2023
Michigan
1
Wilson Liu
@wilson-liu-5479
Chat
Associate Advisor
Active 3d ago
Joined May 16, 2024
1
Mark Wade
@mark-wade-6513
Chat
President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Active 3d ago
Joined Feb 25, 2024
Sarasota, Florida
1
Lisa Bacon
@lisa-bacon-1177
Chat
I am the Director of Client Services. Interested in growing the Business and Client Experience.
Active 4d ago
Joined Feb 6, 2024
1
Lisa Asher
@lisa-asher-2853
Chat
Wealth management industry professional spanning the advisor and technology side with a focus on client experience and financial planning
Active 4d ago
Joined Oct 16, 2023
2
James Carlson
@james-carlson-6418
Chat
Financial Advice for Firefighters
Active 4d ago
Joined Dec 22, 2023
1
Erik Baskin
@erik-baskin-7294
Chat
Founder of Baskin Financial Planning
Active 4d ago
Joined Oct 4, 2023
2
Ian McKenna
@ian-mckenna-2015
Chat
Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.
Active 4d ago
Joined Feb 2, 2024
London & Globally
2
Jared Tanimoto
@jared-tanimoto
Chat
financial planner
Active 4d ago
Joined Jan 23, 2024
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