Voice builder, singer, martial artist, music maker, study of biomechanics & energy work, entrepreneur. philmoufarrege.com

Empowering Contractors to Protect, Grow, and Transition Their Business with Confidence | Founder & CEO, Cornerstone Wealth Consulting Services, LLC

Convert LinkedIn Connections into Clients 💰 Using My Proprietary TextTonality™ Method

Empowering Washington State employees to maximize benefits, cut taxes, and retire early with confidence and financial freedom.

Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

I Help Advisors scale their business | CEO & Founder of Client Acquisition Academy

Virtual Assistant providing executive assistance, ops, bookkeeping, and HR to Certified Financial Planners, Psychiatrists & early-stage startups.

I help families retire happily. I like playing golf with my son and getting pedicures with my daughter.

Founder, CEO @ Nifty Advisor Support

Wealth Management, Accounting, Tax, Fractional CFO Services & Business Retirement Plans

COO at January Capital Advisors | Curator of the Conneqtor Community

Co-Founder of the Exchange and CEO of Model FA

35+ years providing productivity software for Advisors

The Watchman Group

Vice President, Operations of Financial Foundations, Inc. a hybrid Financial Planning firm located in Mount Airy, MD.

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

I am the Director of Client Services. Interested in growing the Business and Client Experience.

CEO - Elite Resource Team Father Husband Surfer

Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)

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.

COO @ HCM. Looking to modernize, learn, and contribute to this community

Brand Strategist helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients.

Founder & CEO, Testimonial IQ

Private Wealth Manager with over 28 years of experience in the wealth management industry.

Founder of Beemo Automation | AI Automations for RIAs

I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.

Founder of Clear Harbor Wealth Management in Destin, FL

Director of Operations & CCO, MKD Wealth

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

Project Manager + OPS at 365 Wealth Management Group of Cincinnati, OH /// Personal: Musician (Commercial and Jazz), Ultimate Frisbee, Skiing