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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
2
Jo Annย Barnett
@jo-ann-barnett-6438
The Watchman Group
Online now
Joined Jul 17, 2023
1
Nicholasย Ross
@nicholas
Interested in founders, philosophy, and the long game.
Active 4m ago
Joined Apr 20, 2026
Burgundy, France
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 14m ago
Joined Jan 15, 2026
San Juan, PR and Virtually
1
Thomasย Mulhern
@thomas-mulhern-9661
Here we go!
Active 25m ago
Joined Jul 13, 2026
1
Angelaย Johnson
@angela-johnson-3998
Founder|Sr Wealth Advisor, Worthen Financial Advisors CFPยฎ, RICPยฎ
Active 41m ago
Joined Feb 12, 2024
Friendswood, TX
1
Philipย Calvert
@philip-calvert
Author, international keynote speaker and marketing coach
Active 48m ago
Joined Dec 12, 2024
Guildford
1
Gabrielย Kaplan
@gabriel-kaplan-1569
Solo-Advisor in the NY Metro Area. Looking to become more efficient.
Active 48m ago
Joined Sep 27, 2023
White Plains, NY
2
Maryย Snow
@mary-snow-1301
Operations
Active 1h 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 1h 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 3h 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 3h ago
Joined Apr 14, 2025
Boerne, TX
1
Davidย DeCelle
@david-decelle-3224
Co-Founder of the Exchange and CEO of Model FA
Active 3h ago
Joined Aug 6, 2024
Apollo Beach, FL
2
Markย Hany
@mark-hany-2594
CMO at LeadCenter.AI. I work with RIA firms on CRM strategy and marketing automation.
Active 4h ago
Joined Sep 26, 2024
1
Wayneย Arnold
@wayne-arnold-1560
Advisor + strategist helping business owners grow, protect, and transfer wealthโincome planning, estate planning, and legacy design
Active 8h 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 8h 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 10h 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 12h ago
Joined Jun 5, 2025
Texas
1
Jeffย Serbus
@jeff-serbus-8491
I help people create wealth, reduce taxes, make smart financial decisions
Active 12h ago
Joined Nov 25, 2025
Jacksonville North Carolina
1
Richardย Engel
@richard-engel-9020
Husband, father, landlord & entrepreneur based in Northern NJ.
Active 13h 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 14h ago
Joined Apr 9, 2026
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 16h ago
Joined May 11, 2023
Windsor, Ontario
1
Johnย Heldman
@john-heldman-5867
http://linkedin.com/in/john-heldman-cfa-b6891517
Active 16h ago
Joined Aug 5, 2025
2
Beckyย Adams
@becky-adams-2317
Director of Operations
Active 17h ago
Joined Jun 10, 2025
1
Antonย Anderson
@anton-anderson
CEO - Elite Resource Team Father Husband Surfer
Active 18h ago
Joined Jul 10, 2024
Del Mar, California
1
Toddย Smith
@todd-smith-2119
President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Active 19h ago
Joined Apr 6, 2023
Colorado
1
Kayleeย Woods
@kaylee-woods-8316
Director of Client Experience with Forest Park Captial. Girl Mom x2. Soccer Coach & Player. Reading โก
Active 19h ago
Joined Nov 17, 2025
4
Lisaย Bacon
@lisa-bacon-1177
I am the VP of Client Services. Interested in growing the Business and Client Experience.
Active 20h ago
Joined Feb 15, 2023
1
Patrickย Brennan
@patrick-brennan-3990
Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.
Active 21h ago
Joined Mar 26, 2024
Toronto, Canada
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