Following 18
David DeCelle
Apollo Beach, FL
Active 1d ago
Bio: Co-Founder of the Exchange and CEO of Model FA
Michael Kitces
Active 504d ago
Bio: Chief Financial Planning Nerd at Kitces.com
Sam Ovens
Los Angeles, CA • INTJ
Active 7h ago
Bio: CEO @ Skool
Barry MacDonald
Active 250d ago
Bio: Always going sailing
Jena Wilson
New Jersey
Active 12h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Charles Cullen
Halifax, NS
Active 305d ago
Bio: Advisor in Halifax, NS, Canada
Steve Stedman
Active 397d ago
Bio: Steve Stedman, Gilbert, AZ. Semi-retired and still actively bringing value to clients helping them keep their money safe.
Michael Whitman
Active 335d ago
Bio: Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.
Collin Nicol
Active 185d ago
Bio: Northwestern Mutual Financial Advisor
Jonathan Hueftle
Active 419d ago
Bio: I have been a Financial Advisor with SYM Financial Advisors since 2000. I work with clients in Indiana, but also globally.
Andy Myers
Active 376d ago
Bio: Financial Advisor for Northwestern Mutual in Carmel, IN. Passionate about helping clients and consistently improving client experience.
Justin Kunz
Active 420d ago
Bio: NM
Mark Versen
Active 415d ago
Bio: Mark Versen - Financial Advisor
Josephine Zhou
Active 420d ago
Bio: Josephine Zhou is a financial advisor based in Silicon Valley. She has worked with Merrill Lynch, Hightower Advisors LLC, and Cerity Partners,
Kat Hamel
Active 421d ago
Andre Haykal Jr
Active 7h ago
Bio: Founder of ListKit
Dan Murphy
Active 104d ago
Bio: Financial professional
Matthew Vesco
Active 6d ago
Bio: University of Wyoming Alum Finance
Showing 18 of 18 users
Dan Allison
@dan-allison-2596
Co-Founder

Active 13h ago
Joined Aug 21, 2024
Powered by