Following 5
Ryan George
Active 18d ago
Bio: Chief Marketing Officer
C M
Rochester, MN
Active 669d ago
Bio: Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.
Joe Moss
Illlinois • INTJ
Active 5h ago
Bio: ✍️ Writer - AdvisorTechBook.com
Stacia Waren
PA • INFJ
Active 839d ago
Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
Sam Ovens
Los Angeles, CA • INTJ
Active 15h ago
Bio: CEO @ Skool
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Nora Gallegos
@nora-gallegos-6609
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Active 18d ago
Joined Jan 3, 2024
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