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Markย Wellman
โข Active 263d ago
Bio:
Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
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Jamieย Clark
@jamie-clark-5378
(they/them) I'm the founder of a solo RIA in Seattle, WA! For fun, I read financial therapy papers, fiction books, and watch curling.
Active 267d ago
Joined Apr 6, 2023
Seattle, WA
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