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Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Alan Nelson
@alan-nelson-4191
Alan Nelson is a retired submarine officer pivoting to the financial services industry. He earned his CFP & launched his RIA Measured Money Maneuvers.

Active 1d ago
Joined Oct 2, 2025
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