Max Metcalf

Joe Moss

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Illlinois • INTJ

Active 7m ago

Bio: ✍️ Writer ~ AdvisorTechBook.com

Ryan Helder

Raleigh, NC

Active 34d ago

Bio: I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

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Max Metcalf

@max-metcalf-2114

Founder of Slant CRM

Active 203d ago

Joined Oct 23, 2025