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Members 30
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1
Daniel Yoo
@daniel-yoo-6317
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Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)
Active 5m ago
Joined May 8, 2024
1
Todd Calamita
@todd-calamita-9593
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Owner of a Wealth Management firm, avid skier, traveler, husband, and father to two boys.
Active 4h ago
Joined May 26, 2024
Charlotte, NC
1
Simon Granner
@simongranner
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Work Hard & Be Nice To People.
Active 2d ago
Joined May 15, 2024
St Charles, IL
1
Bekithemba Mafulela
@bekithemba-mafulela-6411
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CFA trained investment consultant, business mentor & management consultant to regulated FSPs & IFAs. https://www.linkedin.com/in/bekithembamafulela/
Active 2d ago
Joined May 16, 2024
South Africa
1
Sean Polley
@sean-polley-7788
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I am a Private Wealth Manager and Master Financial Coach.
Active 4d ago
Joined May 13, 2024
Orlando, FL
1
Milton Hamer
@milton-hamer-3639
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Advisor seeking to deepen the client relationship with scalable & efficient practices.
Active 4d ago
Joined May 18, 2024
1
David Pankiw
@david-pankiw-9142
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CUBIC Advisors, LLC
Active 10d ago
Joined May 10, 2024
1
Wilson Liu
@wilson-liu-5479
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Associate Advisor
Active 11d ago
Joined May 16, 2024
1
Collin Reatherford
@collin-reatherford-2714
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Owner at Reatherford Wealth Management LLC
Active 19d ago
Joined Jun 6, 2024
Peoria, IL
1
Christopher Arnold
@christopher-arnold-3731
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Financial Advisor for Startup Professionals - St. Louis
Active 59d ago
Joined May 13, 2024
1
Justin Bolmgren
@justin-bolmgren-4903
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Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Active 65d ago
Joined Apr 24, 2024
New York Area
1
Amol Patil
@amol-patil-7861
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Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.
Active 74d ago
Joined May 14, 2024
1
Ahrar Monsur
@ahrar-monsur-7749
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CTO @ Lumina AI Inc.
Active 74d ago
Joined May 17, 2024
1
Jack Casady
@jack-casady-8281
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Director of Marketing & Operations at YourStake + Advisor Core
Active 101d ago
Joined May 7, 2024
1
Alan Smith
@alan-smith-4886
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na for now
Active 117d ago
Joined May 29, 2024
St. Louis, MO
1
Siddharth Bulia
@siddharth-bulia-3084
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Co-founder & CTO of Mili. From interactions to insights to revenue, in real time.
Active 153d ago
Joined May 14, 2024
1
Eric Roberge
@eric-roberge-6369
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Financial planner helping business owners and employees with equity comp use money as a tool to grow wealth and enjoy life
Active 155d ago
Joined May 17, 2024
Boston
1
Cathy Curtis
@cathy-curtis-6588
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Founder of Curtis Financial Planning, LLC an RIA firm located in Oakland, California.
Active 156d ago
Joined May 14, 2024
1
Rylan Folts
@rylan-folts-9455
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Helping Advisors Grow AUM
Active 158d ago
Joined May 13, 2024
1
Dez Tswaile
@dez-tswaile-2909
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https://emphasiswealth.profileme.app/dez.tswaile
Active 174d ago
Joined May 17, 2024
1
Maryam Houston
@maryam-houston-6412
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Financial services pro with 10+ years in RIA ops, process improvement, and team leadership. Tech-savvy and natural problem-solver.
Active 175d ago
Joined May 23, 2024
1
Farbod Nowzad
@farbod-nowzad-8173
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Co-Founder of Cashmere AI. We make organic growth effective, efficient, and reliable for wealth managers!
Active 177d ago
Joined May 8, 2024
1
James Swiggett
@james-swiggett-9547
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James Swiggett, Senior Account Executive @ Aidentified
Active 179d ago
Joined May 9, 2024
1
Meaghan Dampsey
@meaghan-dampsey-6903
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Dir. Customer Success @ Responsive AI | Next Best Action
Active 181d ago
Joined May 13, 2024
1
Chirag Gandhi
@chirag-gandhi-1597
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Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.
Active 182d ago
Joined May 11, 2024
1
Tom McAuliffe
@tom-mcauliffe-1405
Chat
36 years slinging stocks and bonds, crafting fin plans, keeping the wolves away. I’m here to empower Cultural Creatives with the wise use of wealth.
Active 186d ago
Joined May 16, 2024
1
Dominic Fry
@dominic-fry-8821
Chat
Active 188d ago
Joined May 22, 2024
1
Nick Cantrell
@nick-cantrell-1215
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Owner/Founder of Green Future Wealth Management
Active 189d ago
Joined May 20, 2024
1
Vennela Miryala
@vennela-miryala-8729
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Building for advisors. Believe in growing together.
Active 191d ago
Joined May 13, 2024
1
Mario Nardone
@mario-nardone-3477
Chat
East Bay Investment Solutions gives RIAs peace of mind and some time back by handling the majority of their investments workload.
Active 194d ago
Joined May 15, 2024
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