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Members 473
Admins 2
Online 2
1
Orlando Hunter
@orlando-hunter-3722
Chat
Hi, I'm Orlando Hunter, Founder and Lead Engineer at LiquidMo. I have over 15 years of experience providing cybersecurity to RIA's & I love to help!
Online now
Joined Feb 24, 2024
2
Philip Calvert
@philip-calvert-7619
Chat
Founder of LifeTalk, Marketing Consultant, Author and International Speaker. Specialist in Lead Generation for Financial Planners
Active 9m ago
Joined Feb 2, 2024
London
1
Nathan Garcia
@nathan-garcia-5301
Chat
owner of Pocket Plan
Active 30m ago
Joined Apr 9, 2024
2
Simon Granner
@simon-granner-1490
Chat
I Believe There is A Personal CFO In Every Advisor. Set It Free... And Find Freedom, Flexibility & Flow.
Active 2h ago
Joined Mar 6, 2024
Geneva, IL
1
Heri Mbi
@heri-mbi-2659
Chat
Independent Business Consultant ( Financial Services Industry)
Active 2h ago
Joined Mar 2, 2024
1
Johnny Garstka
@johnny-garstka-8769
Chat
Financial Planner | Clemson Tiger | Avid Golfer
Active 5h ago
Joined Jan 13, 2024
Old Town Alexandria, VA
1
Erik Baskin
@erik-baskin-7294
Chat
Founder of Baskin Financial Planning
Active 6h ago
Joined Oct 4, 2023
1
Jamie Ebersole
@jamie-ebersole-9154
Chat
I run a small RIA in Massachusetts.
Active 6h ago
Joined Apr 9, 2024
1
Vennela Miryala
@vennela-miryala-8729
Chat
Building for advisors. Believe in growing together.
Active 7h ago
Joined Mar 21, 2024
2
John Prendergast
@john-prendergast-6112
Chat
Wealth Tech Software CEO. Analytical AF. Love to learn and teach.
Active 7h ago
Joined Feb 22, 2024
1
Mark Wade
@mark-wade-6513
Chat
President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Active 7h ago
Joined Feb 25, 2024
Sarasota, Florida
1
Jonathan Murdock
@jonathan-murdock-6929
Chat
Bio
Active 7h ago
Joined May 16, 2024
1
Andrew Zoll
@andrew-zoll-8080
Chat
Christian | Pastor | Father | Husband Helping Conservative Business Owners & Homeschool Families Plan for Retirement, Save on Taxes, & Leave a Legacy
Active 8h ago
Joined Apr 18, 2024
Pueblo, CO
1
Ermos Erotocritou
@ermos-erotocritou-2540
Chat
I Help Advisors Prospect and Covert Them Into Clients. | Financial Advisor Coach
Active 9h ago
Joined Mar 26, 2024
Canada
1
Doug Kirkpatrick
@doug-kirkpatrick-1197
Chat
Founder/Owner of AlphaGlider.
Active 9h ago
Joined Jan 28, 2024
1
Rob Jacomen
@rob-jacomen-7235
Chat
Helping Insurance Agencies, Brokers, MGAs & Agency Partnerships grow & scale profitable Commercial P&C books through industry niche specialization
Active 11h ago
Joined Apr 13, 2024
Baltimore-Washington DC
1
Jonathan Blount
@jonathan-blount-9897
Chat
Faith-focused financial planning and investment advice.
Active 11h ago
Joined Feb 25, 2024
1
Frank Rekas
@frank-rekas-6250
Chat
Financial Advisor
Active 11h ago
Joined Feb 25, 2024
1
Sandra Park
@sandra-park-7799
Chat
Financial advisor and engineer serving women in STEM who want to retire earlier
Active 13h ago
Joined Jan 24, 2024
2
Paul McWilliams
@paul-mcwilliams-2042
Chat
I’m a pastors kid, turned financial advisor for pastors and church organizations.
Active 14h ago
Joined Dec 22, 2023
1
Jason Kaundart
@jason-kaundart-4952
Chat
.
Active 14h ago
Joined Feb 6, 2024
2
Whit Lanier
@whit-lanier-1990
Chat
CEO | Co-founder of Amplify Reviews
Active 15h ago
Joined Nov 14, 2023
1
Chirag Gandhi
@chirag-gandhi-1597
Chat
Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.
Active 16h ago
Joined Mar 13, 2024
1
Sheryl Hickerson
@sheryl-hickerson-4698
Chat
CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.
Active 16h ago
Joined Mar 4, 2024
St. Louis, MO
1
Eric Negron
@eric-negron-6083
Chat
CEO, Business Advisor, Husband, Dad, Insatiably Curious🤓, Love 📚☕️ | Collaborator 🎯, Impact Leader🚀
Active 18h ago
Joined Feb 24, 2024
Austin, Texas
1
Milton Hamer
@milton-hamer-3639
Chat
Advisor seeking to deepen the client relationship with scalable & efficient practices.
Active 19h ago
Joined Oct 18, 2023
4
Russ Thornton
@russ-thornton-8156
Chat
Lifestyle retirement planning for women 55-75 years young
Active 21h ago
Joined Oct 3, 2023
Atlanta, GA
1
Jake Wagner
@jake-wagner-2571
Chat
More than a marketer. We use a proven process to forge client cultivation systems. We typically work with people in the financial planning field.
Active 1d ago
Joined Apr 18, 2024
1
Nathan Harvey
@nathan-harvey-9296
Chat
Marketing & Sales Manager at Versoft Consulting. Focused on delivering fresh, unbiased perspectives to investment firms regarding their tech.
Active 1d ago
Joined Feb 26, 2024
1
Tunc Tanin
@tunc-tanin-8234
Chat
Usually busy seperating large paper clips from small paper clips on his desk. Why do they always get mixed up?
Active 1d ago
Joined Oct 3, 2023
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