Following 48
Ariadne Prieto
Laguna Beach, CA
• Active 10d ago
Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!
Boris Piskun
• Active 4d ago
Bio: Commercial Solar
Ted Vergis
• Active 17d ago
Bio: VP of Client Relations for Inception Financial and have been in solar/finance for 15 years helping folks reduce tax liability via renewables.
Jesse Raynes
Hermosa Beach, CA
• Active 34d ago
Bio: Managing Partner at Inception Financial. 15+ yrs with clean tech firms including SolarCity and Tesla.
Jeffrey Rainer
• Active 5d ago
Bio: Wealth Management Advisor is the Appleton, WI. Outside of work, love travel, golf and hockey.
Tracy Coffman
ESTJ
• Active 2d ago
Bio: Help CPAs live better.
Scott Vignere
• Active 2d ago
Bio: Primary focus is Charitable Planning. Charitable Impact Planning. Helping those who want to impact their future world.
Paavan Kotini
Richmond, VA
• Active 2d ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Simon Lu
Sydney
• Active 3d ago
Bio: Help Accountants, Bookkeepers CFOs, and financial consultants to grow $1M in fees by working with less than 50 clients with advisory ecosystem.
Jon Kuttin
• Active 4h ago
Bio: CEO, Kuttin Consulting Group and Founder of FASS
Barry Goldwater
• Active 2d ago
Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.
Ian Welham
Tampa, FL
• Active 2d ago
Bio: Proactive Facilitator
Sterling Hirsch
• Active 2d ago
Bio: Faith, Husband, Father, Service I believe this life is all about relationships
Susan Marshall
Henderson NV
• Active 2d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Philip Whitman
• Active 10d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Jerry Krysl
Centennial, CO
• Active 276d ago
Bio: Enrolled Agent Owner of Padgett Business Advisors in Centennial, CO. Tax professional who advises small businesses and their owners.
Deborah Pfeifer
New York
• Active 256d ago
Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Robert Berrin
• Active 4d ago
Bio: Glad to join ERT!
Lori Day
Simi Valley, CA
• Active 277d ago
Bio: Lori Day is a comprehensive financial planner, serving in CA, FL, NV, AZ, & has been in the financial services industry since 2006.
Andy Bowman
• Active 3d ago
Bio: Squirrel Wrangler and Cat Whisperer!
Lindsay Czajka
• Active 2d ago
Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing
Sean Rogers
• Active 4d ago
Bio: President and Founder of Digital Financial, fractional CFO and bookkeeping firm. Long Island, NY and love to boat!
Jacque LeFore
Portland, OR
• Active 11d ago
Bio: Provides advisory firms with the expertise and resources they need to deliver comprehensive outsourced financial plans for their clients.
Anton Anderson
San Diego, California
• Active 17m ago
Bio: CEO - Elite Resource Team Father Husband Surfer
Darren Sugiyama
Orange County, CA
• Active 4d ago
Bio: For a full bio, go to www.DarrenSugiyama.com or https://www.lionsmarkcapital.com/about-us
Joshua Walker
• Active 213d ago
Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.
Steven Cox
• Active 2d ago
Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.
Andres Rios
• Active 2d ago
Bio: In financial services industry since 2015. Former professional soccer player. Arsenal and Barca fan! Always eager to learn and improve.
Tyson Bailey
Arizona
• Active 2d ago
Bio: CEO of Trained Advisor
Joe Loebach
Chicago, IL
• Active 2d ago
Bio: Helping Agents & Advisors With Prospecting Strategies Meant for 2035 (also the most transparent 'marketer' you've ever talked with)
1-30 of 48
Lance Peters
@lance-peters-8857
A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Active 11d ago
Joined Jan 27, 2023
Arlington, TX
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