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Members 833
Admins 4
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1
Gabriel Kaplan
@gabriel-kaplan-1569
Chat
Solo-Advisor in the NY Metro Area. Looking to become more efficient.
Active 39m ago
Joined Sep 27, 2023
1
Anton Anderson
@anton-anderson
Chat
CEO - Elite Resource Team Father Husband Surfer
Active 54m ago
Joined Jul 10, 2024
San Diego, California
1
Brad Lineberger
@brad-lineberger-1346
Chat
As President and Founder of Seaside Wealth Management, Brad Lineberger is proud to run a unique and comprehensive wealth management firm.
Active 1h ago
Joined May 4, 2024
1
Phil Moufarrege
@philmoufarrege
Chat
Voice builder, singer, martial artist, music maker, entrepreneur, biomechanics & energy work. philmoufarrege.com
Active 1h ago
Joined Aug 27, 2024
Japan
1
Bekithemba Mafulela
@bekithemba-mafulela-6411
Chat
CFA trained investment consultant, business mentor & management consultant to regulated FSPs & IFAs. https://www.linkedin.com/in/bekithembamafulela/
Active 2h ago
Joined Dec 21, 2023
South Africa
1
Emily Jaffe
@emily-jaffe-5943
Chat
President of OFC Wealth, a fee-only firm; provides comprehensive planning/wealth management. Specialize in women in transition (divorce/widowhood).
Active 3h ago
Joined Jan 23, 2025
Short Hills, NJ 07078
1
Mike Murphy
@mike-murphy-3602
Chat
Convert LinkedIn Connections into Clients π° Using My Proprietary TextTonalityβ’ Method
Active 4h ago
Joined Jul 22, 2024
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 4h ago
Joined Apr 30, 2024
3
Lisa Bacon
@lisa-bacon-1177
Chat
I am the Director of Client Services. Interested in growing the Business and Client Experience.
Active 4h ago
Joined Feb 15, 2023
3
Brian Quaranta
@brian-quaranta-5498
Chat
Founder Of Secure Money Advisors.
Active 4h ago
Joined Apr 21, 2023
4
Joe Moss
π₯
@joemoss
Chat
πΈοΈ community builder | βοΈ writer | π― niche filterer - find out more: stan.store/joemoss
Active 5h ago
Joined Oct 6, 2023
Lexington, Kentucky
1
David DeCelle
@david-decelle-3224
Chat
Co-Founder of the Exchange and CEO of Model FA
Active 5h ago
Joined Aug 6, 2024
Apollo Beach, FL
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 7h ago
Joined Apr 6, 2023
Colorado
2
TIm Dyer
@tim-dyer-3773
Chat
Husband, dad, stock junkie & hockey fanatic.I have a hyper efficient high touch business serving corporate employees & business owners pre-retirement
Active 7h ago
Joined Mar 4, 2023
La Jolla CA
1
Cynthia Michelle
@cynthia-michelle-2708
Chat
Hello
Active 7h ago
Joined May 24, 2024
1
Ben Olsen
@ben-olsen-4265
Chat
Founder of Beemo Automation | AI Automations for RIAs
Active 7h ago
Joined Sep 18, 2024
1
Sheryl Hickerson
@sherylhickerson
Chat
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 7h ago
Joined Aug 23, 2024
St. Louis, MO
1
Dustin Terry
@dustin-terry-9366
Chat
Founder of Clear Harbor Wealth Management in Destin, FL
Active 9h ago
Joined Jul 10, 2024
1
Ermos Erotocritou
@ermos-erotocritou-2540
Chat
I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Active 9h ago
Joined Apr 23, 2024
Canada
1
Kathryn Waller
@kathryn-waller-5779
Chat
I help advisors and coaches build sustainable business automation systems so they can grow with confidence.
Active 10h ago
Joined Jul 31, 2023
1
Whit Lanier
@whit-lanier-1990
Chat
CEO | Co-founder of Amplify Reviews
Active 10h ago
Joined Nov 14, 2023
1
Dennis Goins
@dennis-goins-2989
Chat
Dennis Goins & Associates
Active 12h ago
Joined May 14, 2024
1
Mohammad Aamish Aaftab
@mohammad-aamish-aaftab-1344
Chat
Helping US Financial Advisors Streamline Operations | Certified Financial Planner (CFP) | Expert in (Remote) Paraplanning & Admin Support
Active 12h ago
Joined Jan 17, 2025
Dubai, UAE
3
Michelle Wong
@michelle-wong-6744
Chat
Founder, CEO @ Nifty Advisor Support
Active 13h ago
Joined May 11, 2023
1
Ethan Meikle
@ethan-meikle-5339
Chat
Empowering Washington State employees to maximize benefits, cut taxes, and retire early with confidence and financial freedom.
Active 15h ago
Joined Sep 14, 2023
1
Matthew Awai
@matthew-awai-9924
Chat
Experienced RIA Operations Specialist - I enjoy working on systematizing and creating better experiences for your firm's team members and clients.
Active 24h ago
Joined Jun 6, 2024
San Diego, CA
1
John Montgomery
@john-montgomery-4922
Chat
John Montgomery
Active 1d ago
Joined Dec 23, 2024
2
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 1d ago
Joined Feb 15, 2023
1
Alka Oberoi
@alka-oberoi-7364
Chat
Financial Advisor since 1993 and Founder of a Registered Investment Advisory Firm Leading Edge Wealth Management, LLC. AIF, CRPC, NSSA, IRMAA
Active 1d ago
Joined Nov 24, 2023
1
Ben Simiskey
@ben-simiskey-5302
Chat
Solo RIA owner based outside of Houston, TX | Adjunct instructor at Rice University | CFP/CPA
Active 1d ago
Joined Jun 6, 2024
Houston-ish, TX
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