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Members Β 654
Admins Β 4
Online Β 1
2
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 Dec 6, 2023
1
Ermos Erotocritou
@ermos-erotocritou-2540
Chat
I Help Advisors Prospect and Covert Them Into Clients. | Financial Advisor Coach
Active 1h ago
Joined Apr 23, 2024
Canada
1
Erik Baskin
@erik-baskin-7294
Chat
Founder of Baskin Financial Planning
Active 7h ago
Joined Sep 19, 2023
1
Jamie Ebersole
@jamie-ebersole-9154
Chat
I run a small RIA in Massachusetts.
Active 8h ago
Joined Aug 29, 2023
1
Jeremy Portnoff
@jeremy-portnoff-9008
Chat
Founder of PortSalus Wealth Management, LLC a fee-only solo RIA
Active 10h ago
Joined Sep 28, 2023
Mission Viejo, CA
3
Joe Moss
@joemoss
Chat
Community builder at ProAdvisorSuite and Conneqtor
Active 10h ago
Joined Oct 6, 2023
Lexington, Kentucky
1
Doug Kirkpatrick
@doug-kirkpatrick-1197
Chat
Founder/Owner of AlphaGlider.
Active 11h ago
Joined Jan 29, 2024
1
Paul McWilliams
@paul-mcwilliams-2042
Chat
Iβm a pastors kid, turned financial advisor for pastors and church organizations.
Active 15h ago
Joined Jan 2, 2024
1
Whit Lanier
@whit-lanier-1990
Chat
CEO | Co-founder of Amplify Reviews
Active 16h 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 17h ago
Joined Mar 20, 2024
1
Ryan McGonigal
@ryan-mcgonigal-8686
Chat
1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
Active 18h ago
Joined Apr 30, 2024
1
Eric Negron
@eric-negron-6083
Chat
CEO, Business Advisor, Husband, Dad, Insatiably Curiousπ€, Love πβοΈ | Collaborator π―, Impact Leaderπ
Active 20h ago
Joined Aug 1, 2023
Austin, Texas
2
TIm Dyer
@tim-dyer-3773
Chat
Husband, Father, Stock Junkie and Hockey fanatic
Active 20h ago
Joined Mar 4, 2023
1
Milton Hamer
@milton-hamer-3639
Chat
Advisor seeking to deepen the client relationship with scalable & efficient practices.
Active 20h ago
Joined Feb 14, 2023
4
Russ Thornton
@russ-thornton-8156
Chat
Lifestyle retirement planning for women 55-75 years young
Active 22h ago
Joined Apr 6, 2023
Atlanta, GA
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 2d ago
Joined Sep 21, 2023
3
Shannon Thies
@shannon-thies-6286
Chat
Director of Operations for Xtended Financial Resources.
Active 2d ago
Joined Nov 9, 2023
Decatur, Georgia
4
Marcella Toronto
@marcella-toronto-8084
Chat
Operations & compliance professional by day, busy mom to two little kids by night!
Active 2d ago
Joined Mar 3, 2023
1
Tara Shannon
@tara-shannon-5847
Chat
Owenby Jones Wealth Management Paraplanner/Insurance
Active 2d ago
Joined Apr 17, 2024
Alpharetta, Georgia
1
Wilson Liu
@wilson-liu-5479
Chat
Associate Advisor
Active 2d ago
Joined Apr 6, 2023
1
Timothy Hooker
@timothy-hooker-3954
Chat
Founder at Dynamic Wealth Solutions LLC, a registered investment advisor.
Active 2d ago
Joined May 17, 2024
1
Nancy Jacobson
@nancy-jacobson-2887
Chat
I work with systems, processes and accounting for RIA companies.
Active 2d ago
Joined Nov 29, 2023
1
Cassie Ellis
@cassie-ellis-8059
Chat
Transitioning to financial services from over 30 years in the mortgage industry.
Active 2d ago
Joined Jul 13, 2023
1
Hector Villafana
@hector-villafana-9189
Chat
CRM Manager at Redwood Investment Management looking to learn how to best use resources and optimize processes.
Active 2d ago
Joined Feb 23, 2023
1
James Cantwell
@james-cantwell-2301
Chat
We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory
Active 2d ago
Joined Nov 15, 2023
Phoenix, AZ
1
Mac Ryan
@mac-ryan-9785
Chat
AdvisorBOB offers RIAs a solution for calculating advisor compensation. Less time for the backoffice, more visibility for advisors.
Active 2d ago
Joined Feb 29, 2024
3
Lisa Bacon
@lisa-bacon-1177
Chat
I am the Director of Client Services. Interested in growing the Business and Client Experience.
Active 2d ago
Joined Feb 15, 2023
6
Joe Moss
(Creator)
@joe-moss
Chat
AdvisorTech & Data Consultant | RIA Operators
Active 2d ago
Joined Sep 29, 2022
Lexington, KY
1
Eva Anderson
@eva-anderson-2790
Chat
Operations Manager with Integrity Financial: developing people and improving processes!
Active 2d ago
Joined Jun 27, 2023
Iowa
1
Stephanie Tredway
@stephanie-tredway-2485
Chat
Operations Manager
Active 2d ago
Joined Apr 10, 2023
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