Following 4
Joe Moss
Illlinois • INTJ
Active 16h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Beata Rouleau
Active 215d ago
Bio: Fractional COO
Zach Chiara
Active 1d ago
Bio: Based in Sacramento, CA.
Michael Connaughton
Active 97d ago
Bio: Co-Founder of Lead Advisor. Redefining Wealth Management Team Building. www.lead-advisor.com
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Kristen Mueller
@kristen-mueller-6928
I am the founder and CEO of Birch River Financial, a fractional back-office operations firm for fee-based advisors and RIA firms.

Active 218d ago
Joined Mar 10, 2025
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