Following 15
Anton Anderson
Del Mar, California
Active 1h ago
Bio: CEO - Elite Resource Team Father Husband Surfer
Sarah Freitas
San Diego
Active 2h ago
Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara
Bill Newton
Nationwide
Active 8h ago
Bio: Works with business owners to maximize their wealth.
Jason Posey
Active 293d ago
Bio: Jason Posey, I am the Director of Advance Planning for EDP Assurance LLC. Love hanging out with the family. It's a privilege to be in this Community
Derek Spitzer
Active 26d ago
Bio: I'm Derek Spitzer and I am with HIG Captive Insurance Group, LLC. We are owned by Higginbotham, a top 20 insurance broker in the U.S.
Eric Runge
ENFJ
Active 25d ago
Bio: Eric Runge: 20Y in markets, 1,000+ hrs in Bitcoin macro. Architect of Veritas’ Bitcoin sleeve—built for asymmetric upside & real protection.
Jack Branch
Covington, LA
Active 3h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Deborah Snyder
Active 10h ago
Bio: Deborah is the Director of Partnerships with Cultivate Advisors. We align when the business owner scales, grows and increases the enterprise value.
Kate Stackhouse
Active 41d ago
Bio: Kate is MultiFunding's chief marketing officer; has been working side-by-side with Ami Kassar for more than thirteen years.
Steven Cox
Active 2m ago
Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.
Aleksander Dyo
Los Angeles CA
Active 12d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Christi Horan
Active 49d ago
Bio: Making Annuities cool again.
Ian Welham
Tampa, FL
Active 9h ago
Bio: Proactive Facilitator
Tracy Miller
Pasadena,Ca
Active 6m ago
Bio: VFO Liaison: Elite Resource Team
Jena Wilson
New Jersey
Active 3h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
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Todd Boddy
@todd-boddy-6092
Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Active 10h ago
Joined Jan 3, 2025
McKinney TX
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