Following 30
Joe Moss
Lexington, Kentucky
• Active 20h ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
Daleele Alison
• Active 25d ago
Bio: Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!
Justin Bolmgren
New York Area
• Active 63d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Kristian Finfrock
• Active 92d ago
Bio: Father of two Awesome daughters, Adventurer, #75Hard Live Hard Finisher, Business owner, TV/Radio show host, #29029Evereting, Retirement Planner!
Kelsey Storsved
• Active 215d ago
Bio: Operations Manager
Kevin Stephison
INTJ
• Active 23h ago
Bio: I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.
Tony Krvaric
San Diego, Calif.
• Active 239d ago
Bio: I help clients make smart, values-aligned choices. Proud catholic, husband, and father. Croatian by blood, Swedish by birth, American by choice! 🗽
Casey Frisby
• Active 534d ago
Bio: I am the Operations Manager for a firm. Retail is my work brain and my old fashioned paper planner is my personal life :)
Kam Bonn
Greensboro, NC
• Active 22d ago
Bio: Operations Manager at a RIA/BD hybrid office. Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!
Marcella Toronto
• Active 1d ago
Bio: Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!
Cory Jackmuff
• Active 31d ago
Bio: Operations Manager at BLBB Advisors
Lance Hashim
• Active 271d ago
Bio: Director of Business & Operations
Collin Reatherford
Peoria, IL
• Active 17d ago
Bio: Owner at Reatherford Wealth Management LLC
Jessica Roush
• Active 506d ago
Bio: Hello, I work with my Father; I'm the EVP of our RIA firm. We started it in 2010 and work with business owners.
Debbie Byerly
• Active 438d ago
Bio: 15+ years in Wealth Management Operations
Michael Rowley
• Active 597d ago
Bio: I am a Financial Planning Resident with Retirement Income Strategies. I love golf, fishing, hunting and hanging out with my buddies on the weekend.
Toni Rabroker
• Active 597d ago
Bio: Managing Partner for small planning firm. Interested in efficiencies using Redtail & other processes for our RIA.
Leon Grove
• Active 597d ago
Bio: Leon is not your typical financial advisor. Through his unique blend of experience, he has developed a strength for helping people.
Elizabeth Campbell
• Active 556d ago
Bio: Director of New Business for Left Tackle Advisors.
Josh Ackerman
• Active 590d ago
Bio: I'm a financial life planner with a background as a career agent with Mass.
Jamie Clark
Seattle, WA
• Active 267d ago
Bio: (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.
Marisa Smith
• Active 597d ago
Bio: VP of Client Services, and a member of our firm's operations team. In charge of managing our firm's Redtail database.
Russ Thornton
Atlanta, GA
• Active 11d ago
Bio: Lifestyle retirement planning for women 55-75 years young
Jason Peplinski
Lincoln, NE
• Active 10d ago
Bio: We primarily work work pre-retirees implementing structured income using segmented investment portfolios.
Jennifer Gerrow
• Active 590d ago
Bio: Finra Series 7 licensed. Client Services Director at Pinnacle Financial Wealth Mgmt: marketing, advertising, communications, scheduling, client care.
Bob Protesto
• Active 159d ago
Bio: Financial Advisor helping retirees
Joan Walle
• Active 284d ago
Bio: I'm an Operations Manager for an RIA. We're building processes from the ground up so I'm always looking for tips and techniques to make improvements!
Latasha Batiest
• Active 565d ago
Bio: My responsibilities at Retirement Income Strategies include helping our advisors prepare for client visits and other operations-related tasks.
Lynnette Okwuonu
• Active 585d ago
Bio: I love managing people, process, procedures, and systems while improving efficiencies and the overall client experience.
Joe Moss
Lexington, KY • ISTJ
• Active 2d ago
Bio: Operations Advisor at January Capital Advisors
1-30 of 30
Mark Wellman
@mark-wellman-6751
Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.

Active 263d ago
Joined Apr 6, 2023
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