Following 3
Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Ermos Erotocritou
Canada
Active 14h ago
Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Joe Moss
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Illlinois β€’ INTJ
Active 3h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com / Oura Ring enthusiast
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Dave Hutchison
@dave-hutchison-4938
I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.

Active 2d ago
Joined Aug 25, 2025
ISTJ
Newport Beach, California
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