Following 16
Joe Moss
Lexington, Kentucky
• Active 5h ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Vincent Mongare
• Active 5d ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
Philip Whitman
• Active 11d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Scott Cayouette
• Active 3d ago
Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.
Susan Marshall
Henderson NV
• Active 3d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Eric Schwartz
Cape Coral, Florida
• Active 17d ago
Bio: Working to make meaning changes to benefit our clients lives.
Timothy Feitosa
Brooklyn, NY • ENTP
• Active 4d ago
Bio: Founder & Director of Advanced Planning @ Common Cents Group Inc. Aristocrat of the soul. NYC.
Aleksander Dyo
Los Angeles CA
• Active 1d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Nadia Saidi Connolly
San Diego, California
• Active 1d ago
Bio: Director of Operations at Elite Resource Team
Lindsay Czajka
• Active 10h ago
Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing
Anton Anderson
San Diego, California
• Active 4h ago
Bio: CEO - Elite Resource Team Father Husband Surfer
Eric Runge
• Active 6h ago
Bio: CPA Team-Based ModelConsultant.
Joe Loebach
Chicago, IL
• Active 6h ago
Bio: Helping Agents & Advisors With Prospecting Strategies Meant for 2035 (also the most transparent 'marketer' you've ever talked with)
Tracy Miller
Pasadena,Ca
• Active 2h ago
Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher
Jena Wilson
New Jersey
• Active 6h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Michael Apollonsky
• Active 37d ago
Bio: Michael Apollonsky
1-16 of 16
Mark Wade
@mark-wade-6513
President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.

Active 2d ago
Joined Mar 1, 2023
ENTJ
Sarasota, Florida
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