Log In
Followers 10
Marc-antoine Tremblay
• Active 7h ago
Bio:
From Montreal, Canada.
Natalia Autenrieth
California • INFJ
• Active 5d ago
Bio:
VP of Wealth Strategy at OneDigital. Solver of complex problems, detector of strategy BS — and changer of minds at all levels in an organization.
Cory Jackmuff
• Active 18d ago
Bio:
Operations Manager at BLBB Advisors
Alex Satterfield
• Active 22d ago
Bio:
Former RIA COO & TAMP Executive
Brian Wright
• Active 24d ago
Bio:
Fiduciary CFO for RIA firm owners and their business owner clientele. Host of Unexpected Hobbies of Financial Advisors podcast.
Patrick Brewer
• Active 26d ago
Bio:
CEO @ WealthPlan Group. Actively buying advisory businesses. Strong beliefs, loosely held.
Zachary Conway
• Active 27d ago
Bio:
Founder & CEO of Seeds | Helping advisors deliver a more meaningful investing experience at scale.
Dominique Henderson
• Active 4d ago
Bio:
I help aspiring and existing financial professionals master a winning mindset to transform their client relationships and drive real results.
Jeremy Armagost
Kearney NE
• Active 5d ago
Bio:
I'm a CFP in Kearney, Nebraska. I operate a tuck-in practice within a larger RIA based out of Omaha Nebraska.
Joseph Montgomery
Seattle
• Active 5d ago
Bio:
Provisio Wealth Advisors, Disciple of Jesus, hunter, BJJ, husband, father.
Previous
1
Next
1-10 of 10
Jason Mirabella
@jason-mirabella-1534
Founder of Deliver Advice | Creating Human-Centered, High-Growth, Scalable Financial Advisory Firms Through Strategic Collaboration
Active 15h ago
Joined Aug 30, 2024
INTJ
Carmel, Indiana
48
Contributions
10
Followers
6
Following
powered by