Following 2
Melissa Landry
Melissa Landry
Michigan
Active 574d ago
Bio: 7+ years FP admin. Ops nerd. RIA/ BD with full financial planning and investment services. CRM: Redtail
Kate Guillen
Kate Guillen
Carlsbad, CA
Active 7h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Nickohl Banyai
Nickohl Banyai
@nickohl-banyai-8041
Here to learn
Active 7h ago
Joined Dec 30, 2025
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