Followers 17
Melody Brady
Columbus, OH • ESTJ
• Active 11h ago
Bio: I am the founder of Beechmont Financial, a newly launched fee-only RIA. Looking to meet other advisors and learn best practices!
Ariadne Prieto
Laguna Beach, CA
• Active 15d ago
Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!
Saša Mirković
• Active 80d ago
Bio: Facilitating Generational Transitions by building Multigenerational Elite Teams. Freedom, Family, Leadership, Integrity, Health are my core Values.
Pamela Dianne
• Active 2d ago
Bio: Dog mom / poet/ Doing the best to achieve my dream/ success doesn't end, keep improving day by day
Al Devji
• Active 1m ago
Bio: My name is Al Devji, CEO of Devji Wealth Management. Our firm is located in Edison NJ. We work with successful Bus owners and Successful physicians.
Eric Runge
• Active 11h ago
Bio: CPA Team-Based ModelConsultant.
Marcus Joaaa
Texas
• Active 2d ago
Bio: Hello Everyone am marcus by name, a professional graphic designer with 7yrs of experience. With set aim of helping businesses grow with creative style
Chris Green
Boston, MA • ENFP
• Active 1h ago
Bio: Professional Book Marketer helping authors SELL MORE BOOKS. 📚📖 ✍️💰
Patrick Fontana
Dallas
• Active 126d ago
Bio: Tennis Pro/Smith Barney/Merrill/Raymond James Independent Branch - Building the Perfect Practice. Christian/Father of 4/Life-Long Learner
Aleksander Dyo
Los Angeles CA
• Active 2d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Wendy Meyer
Tampa, FL
• Active 252d ago
Bio: CFP®, CRPC®, BFA, CDFA®. I've been an advisor for 20 years. I am a forever student of the industry and best practices. 😎
Susan Marshall
Henderson NV
• Active 1d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Travis Shine
Brattleboro, Vermont
• Active 3d ago
Bio: Ameriprise advisor with 19 years' experience. Currently living in Southern Vermont with my wife and two children.
Evan Branfman
• Active 4d ago
Bio: Private Wealth Advisor
Todd Smith
Colorado
• Online now
Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Dustin Terry
• Active 15h ago
Bio: Founder of Clear Harbor Wealth Management in Destin, FL
Mark Rasner
• Active 41d ago
Bio: Private Wealth Advisor and Chief Executive Officer of Lineage Retirement & Wealth Management with offices in WI and Upper MI.
1-17 of 17
Paul McManus
@paul-mcmanus-1398
Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com

Active 7d ago
Joined Sep 12, 2023
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