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Members 14
Admins 3
Online 0
1
John Dannenbring
@john-dannenbring-4427
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AO Wealth
Active 4h ago
Joined Dec 9, 2025
1
Sophia Yourcuriousintrovert
@sophia-faceless-7284
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Here to connect and build a legacy with digital marketing🙌
Active 4h ago
Joined Dec 5, 2025
1
Ben Loughery
@ben-loughery-7052
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Founder of Lock Wealth Management in Atlanta, GA
Active 3d ago
Joined Dec 5, 2025
1
Marcel Miu
@marcel-miu-9098
Chat
Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.
Active 4d ago
Joined Dec 5, 2025
1
Ryan Weiser
@ryan-weiser-7743
Chat
Father, Husband, Business owner
Active 40d ago
Joined Oct 17, 2025
Columbus, OH
1
Mark Ziety
@mark-ziety-5474
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Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.
Active 50d ago
Joined Oct 10, 2025
Ixonia, WI
1
Chris Arnold
@chris-arnold-9052
Chat
Founder and Lead Advisor of Refresh Wealth. Serving startup professionals with equity compensation. Love collaborating with other advisors!
Active 52d ago
Joined Oct 17, 2025
1
Brett Wysopal
@brett-wysopal-1574
Chat
Hey all! My name is Brett Wysopal, Owner of Wysopal Wealth Planning, LC. I work with equity compensated families to simplify their equity and taxes.
Active 52d ago
Joined Oct 3, 2025
1
Kurt Brucker
@kurt-brucker-6308
Chat
Founder of Brucker Wealth. We deliver faith based financial planning for our clients with ability to serve our clients across multiple channels.
Active 67d ago
Joined Sep 4, 2025
1
Chloe Fuller
@chloe-fuller-6420
Chat
I'm Chloé, I live in Utah but I grew up in France. I work at Jalada as an accountant, and the team is awesome!
Active 104d ago
Joined Aug 20, 2025
1
Hayden Porter
@hayden-porter-4417
Chat
Passionate about economics.
Active 112d ago
Joined Aug 19, 2025
1
Ryan Bessey
@ryan-bessey-8464
Chat
Trying to be in the best shape of my life
Active 278d ago
Joined Aug 19, 2025
1
Mindy Perez
@mindy-perez-3016
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Mindy :)
Active 104d ago
Joined Aug 30, 2025
1
Stu Sneen
@stu-sneen-6597
Chat
Financial Advisor
Active 20d ago
Joined Dec 5, 2025
Jalada
skool.com/jalada
A group for financial advisors, Jalada trainings, tax tips, and how to manage growth and clients.
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