Following 7
James Primiani
Moorestown, New Jersey
• Active 22h ago
Bio: Chief Technology Officer
Ray Kelly
• Active 1m ago
Bio: Ray is an Executive Coach who has a track record and passion for helping financial services professionals take their business to the next level.
Carey Somerville
• Active 407d ago
Bio: Not at this time
Regina Rudnick
Jupiter, FL
• Active 407d ago
Bio: President & CEO of PEAK Reps, and a partner in the ownership group. Passionate about building true partnerships with advisors and helping them grow.
Mark McFarland
• Active 45d ago
Bio: We formed Madison Partners in 2020 and have built it through mostly organic growth to about $550m but would like to focus on more inorganic growth now
Jena Wilson
New Jersey
• Active 6h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Anton Anderson
San Diego, California
• Active 14m ago
Bio: CEO - Elite Resource Team Father Husband Surfer
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Frank LaRosa
@frank-larosa-9327
Frank LaRosa is the CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel "Advisor Talk with Frank LaRosa".

Active 5d ago
Joined Aug 24, 2023
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