Following 99
Joseph Lopresti
Arlington Heights, IL
• Active 2h ago
Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.
Jeffrey Rainer
• Active 2d ago
Bio: Wealth Management Advisor is the Appleton, WI. Outside of work, love travel, golf and hockey.
Erinma Ugboh
• Active 43m ago
Bio: Enabling Financial Freedom
Mike Saunders, MBA
Denver, CO
• Active 1d ago
Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/
Craig Hebert
• Active 3h ago
Bio: An advisor who enjoys the outdoors. When I help families figure out and plan for their why's in life, I too have the ability to live out mine.
Sean Rogers
• Active 16h ago
Bio: President and Founder of Digital Financial, fractional CFO and bookkeeping firm. Long Island, NY and love to boat!
Ben Golden
Alabama & Chicago • ESTP
• Active 8d ago
Bio: I am a Certified Tax Planner as well as a Certified Tax Resolution Specialist. I "look through the window" of tax controversy when I do tax planning.
Tracy Coffman
ESTJ
• Active 22h ago
Bio: Help CPAs live better.
Jocinta Powell
• Active 2d ago
Bio: Jocinta (Jo for short) is the founder and owner of Zircon Financial Services. She’s been in the financial industry for nearly 30 years.
Vince Annable
• Active 112d ago
Bio: Vince Annable, is CEO and founder of VFO Advisory Group and Wealth Strategies Advisory Group. He is also creator of The Household Endowment Model®.
Michael Apollonsky
• Active 84d ago
Bio: Michael Apollonsky is a Marketing Manager at Elite Resource Team. He runs paid ad campaigns, optimizes advertising funnels and more.
Andy Bowman
• Active 2d ago
Bio: Squirrel Wrangler and Cat Whisperer!
Tim Downing
Portland, Oregon
• Active 21h ago
Bio: Owner of Downing & Company, LLC in Portland, Oregon.
Scott Burch
Pasadena, CA
• Active 21h ago
Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
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
James Lavorgna
• Active 24h ago
Bio: CFP, LL.M. in int tax, offshore planning, wealth management with offices in VA & NJ. Look forward to EMG networking. Playing guitar with my band.
Sterling Hirsch
• Active 18h ago
Bio: Faith, Husband, Father, Service I believe this life is all about relationships
Lance Peters
Arlington, TX
• Active 8d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
David Brooks
• Active 7d ago
Bio: Fast growing firm focused on proactive tax planning.
Andrew Windham
• Active 1d ago
Bio: Coming Soon
Scott Cayouette
• Active 12d ago
Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.
Robert Berrin
• Active 15h ago
Bio: Glad to join ERT!
Emily Freitas
San Diego, California • ENFJ
• Active 2d ago
Bio: Member Success Manager for the Elite community
Ronald Flores
• Active 47m ago
Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.
Chuck Clark
• Active 8d ago
Bio: Resume is attached
Stephen Landersman, CFP
Harrisburg, PA
• Active 1d ago
Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.
Cynthia Hyatt Warren
• Active 155d ago
Bio: Part owner in Seal Of Promise Wealth Management. Big supporter in my community.
Jack Branch
Covington, LA
• Active 2h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Andrew Dinkelmeyer
Scottsdale AZ
• Active 28d ago
Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.
Robert Annable
Scottsdale, AZ
• Active 21d ago
Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners
1-30 of 99
Susan Marshall
@susan-marshall-8708
Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Active 1d ago
Joined Sep 24, 2022
Henderson NV
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