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Members 1201
Admins 5
Online 3
1
Ricoย Ambrad
@rico-ambrad-8118
Implementation Specialist
Online now
Joined Mar 16, 2026
1
Shannonย McCabe
@shannon-mccabe-9347
Private Wealth Associate - Series 7 and Series 66 licensed
Online now
Joined Oct 31, 2025
Tampa, Florida
1
Christopherย Hensley
@christopher-hensley-1291
Christopher Hensley is a Financial Services Leader with 22+ years of experience, passionate about helping clients achieve their life goals.
Active 1m ago
Joined Nov 25, 2025
1
Sherylย Hickerson
@sherylhickerson
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 4m ago
Joined Aug 23, 2024
St. Louis, MO
1
Aliย Merten
@ali-merten-7450
Client Experience Manager at Simplicity Ops
Active 6m ago
Joined Oct 7, 2025
1
Elisaย Llanes
@elisa-llanes-8881
Hi! My name is Elisa Llanes from Farther Financial Services as an Intern.
Active 8m ago
Joined Jun 25, 2026
4
Lisaย Bacon
@lisa-bacon-1177
I am the VP of Client Services. Interested in growing the Business and Client Experience.
Active 13m ago
Joined Feb 15, 2023
1
Tdย Dj
@td-dj-1419
Here to learn and help others! Loved! Saved by grace! Lover of Jesus! Daughter of the Most High! Worshiper, Writer, Singer, and Evangelist!
Active 39m ago
Joined Apr 21, 2025
Based in the Atlanta area.
1
Philipย Calvert
@philip-calvert
Author, international keynote speaker and marketing coach
Active 54m ago
Joined Dec 12, 2024
Guildford
3
Michelleย Wong
@michelle-wong-6744
Founder + CEO, Nifty Advisor Support. Proud PMPยฎ since April 2025. Changing the RIA world, one tool at a time.
Active 54m ago
Joined May 11, 2023
Windsor, Ontario
1
Thomasย Mulhern
@thomas-mulhern-9661
Here we go!
Active 1h ago
Joined Jul 13, 2026
2
Markย Hany
@mark-hany-2594
CMO at LeadCenter.AI. I work with RIA firms on CRM strategy and marketing automation.
Active 1h ago
Joined Sep 26, 2024
1
Nicholasย Ross
@nicholas
Interested in founders, philosophy, and the long game.
Active 2h ago
Joined Apr 20, 2026
Burgundy, France
2
Jo Annย Barnett
@jo-ann-barnett-6438
The Watchman Group
Active 2h ago
Joined Jul 17, 2023
1
Mikeย Milligan
@mike-milligan-2056
CFPยฎ๏ธ, Author, Lecturer, Radioshow Host, Hall of Famer ๐กPodcast: Ideas by Mikeโข๏ธ ๐กPodcast: One of a Kind Financial Show Daily ๐กโBe One of a Kindโ
Active 2h ago
Joined Jan 15, 2026
San Juan, PR and Virtually
1
Angelaย Johnson
@angela-johnson-3998
Founder|Sr Wealth Advisor, Worthen Financial Advisors CFPยฎ, RICPยฎ
Active 3h ago
Joined Feb 12, 2024
Friendswood, TX
1
Gabrielย Kaplan
@gabriel-kaplan-1569
Solo-Advisor in the NY Metro Area. Looking to become more efficient.
Active 3h ago
Joined Sep 27, 2023
White Plains, NY
2
Maryย Snow
@mary-snow-1301
Operations
Active 3h ago
Joined Jul 11, 2023
2
Nickย Scott
@nick-scott-4883
30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms
Active 4h ago
Joined Nov 7, 2024
1
Tomย Mullarkey
@tom-mullarkey-9128
Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.
Active 5h ago
Joined Dec 1, 2025
1
E.j.ย Jaax
@ej-jaax-4565
E.J. focuses on helping families and individuals make smart choices about their money, so that they can accomplish their goals and enjoy life.
Active 5h ago
Joined Apr 14, 2025
Boerne, TX
1
Davidย DeCelle
@david-decelle-3224
Co-Founder of the Exchange and CEO of Model FA
Active 6h ago
Joined Aug 6, 2024
Apollo Beach, FL
1
Wayneย Arnold
@wayne-arnold-1560
Advisor + strategist helping business owners grow, protect, and transfer wealthโincome planning, estate planning, and legacy design
Active 10h ago
Joined Feb 11, 2026
2
Tammyย Lee
@tammy-lee-6893
Founder of RIA Strategic Implementation & Execution (RIASIE), serving as a Fractional COO to growing RIAs looking to scale
Active 11h ago
Joined Feb 15, 2024
1
Dmitryย Steinsapir
@dmitry-steinsapir-1070
Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
Active 12h ago
Joined Jul 30, 2025
Austin, TX
1
Chukwudiย Uraih
@chukwudi-uraih-9044
Systems Thinker | Financial Engineer | Investor A Financial Engineer who builds and optimizes systems for long-term success.
Active 14h ago
Joined Jun 5, 2025
Texas
1
Jeffย Serbus
@jeff-serbus-8491
I help people create wealth, reduce taxes, make smart financial decisions
Active 15h ago
Joined Nov 25, 2025
Jacksonville North Carolina
1
Richardย Engel
@richard-engel-9020
Husband, father, landlord & entrepreneur based in Northern NJ.
Active 15h ago
Joined Nov 26, 2025
Englewood, NJ
1
Davidย Chisholm
@david-chisholm-6614
I own a Medicare Agency in SC. I am looking to start my own RIA firm to work in tandem with that company.
Active 16h ago
Joined Apr 9, 2026
1
Johnย Heldman
@john-heldman-5867
http://linkedin.com/in/john-heldman-cfa-b6891517
Active 19h ago
Joined Aug 5, 2025
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