Following 5
Joe Moss
Lexington, KY • ISTJ
Active 601d ago
Bio: Operations Advisor at January Capital Advisors
Mark Wellman
Active 895d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
Sam Ingrassia
Active 588d ago
Bio: I am the CEO/Founder of budgetsimple.com, a financial wellness tool built for advisors. We help advisors drive new business.
Joe Moss
Illlinois • INTJ
Active 6m ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Sam Ovens
Los Angeles, CA • INTJ
Active 1m ago
Bio: CEO @ Skool
Showing 5 of 5 users
Justin Bolmgren
@justin-bolmgren-4903
Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate

Active 695d ago
Joined Jul 25, 2023
New York Area
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