Following 6
Joe Moss
🚀
🔥
Illlinois • INTJ
Active 12h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Jose M Lopes
Boston, MA • INFJ
Active 1h ago
Bio: 💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Malea Lydon
Active 1d ago
Bio: Event Content Manager at Future Proof
Matt Morris
Active 3d ago
Bio: CEO of EncorEstate Plans enabling advisors to deliver the best estate planning client experience available.
Ben Henry-Moreland
Active 39d ago
Bio: Senior Financial Planning Nerd, Kitces.com
Stevyn Guinnip
Madeira, Portugal • INFJ
Active 3d ago
Bio: Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.
Showing 6 of 6 users
S. Tate-Plans
@s-tate-plans-5082
Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

Active 1d ago
Joined Jan 13, 2026
Mr. Worldwide
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