Followers 14
Ian Kasoff
• Active 27d ago
Bio: solo advisor looking to grow
Tim Rickey
San Clemente
• Active 31d ago
Bio: Advisor just trying to learn and grow :) #GoNifty
Kathleen Kenealy
• Active 3d ago
Bio: Hi! I'm Kathleen. I live just north of Boston and founded my own firm, Katapult Financial Planning, two years ago after 18 years in the business.
Aaron Hattenbach
• Active 37d ago
Dana Menard
Maple Grove, MN
• Active 8h ago
Bio: Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!
Bethany Huffman
• Active 43d ago
Bio: I am a solo advisor that's been in the industry since January 2009. I started my own RIA in 2022.
Jonathan Duggan
• Active 50d ago
Bio: Director of Financial Planning at Procyon Partners
Joe Moss
Lexington, Kentucky • ISTJ
• Active 2m ago
Bio: 🕸️ community builder | ✍️ writer | 🎯 niche filterer - find out more: stan.store/joemoss
Laura Seymour
• Active 99d ago
Bio: Solo RIA owner in Minnesota - flat fee - retirement planning primary focus.
Michael Powsner
• Active 26d ago
Bio: Founder at Upstart Wealth Management, LLC
Ryan McGonigal
• Active 27d ago
Bio: 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.
Lauryn Dixon
• Active 1d ago
Bio: Marketing Team Lead @ Nifty Advisor Support
Olivia Fox
• Active 29d ago
Bio: Advisor Advocate @ Nifty Advisor Support
Ben Pieroni
• Active 93d ago
Bio: Advisor Strategist @ Nifty Advisor Support
1-14 of 14
Michelle Wong
@michelle-wong-6744
Founder, CEO @ Nifty Advisor Support

Active 1d ago
Joined May 11, 2023
INFJ
powered by