Following 13
Niki Clark
Active 14d ago
Bio: Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing. Founder & CEO of Niki Clark Marketing.
Kristina Holloran
STL area
Active 267d ago
Bio: My husband Mark and I love to travel and be outside! I work at Premier Wealth Management and support our advisors in their practices.
Carol Lindberg
Active 212d ago
Bio: Financial Advisor/Coach/Planner, CPA, Passed Series 7 & Series 66, Passionate People Connector, Focus on Healthcare & Community Givers, Atlanta
Karen Melo Ticas
Active 205d ago
Bio: Karen Melo Ticas, with Planning for Good.
Laura Holt
Active 248d ago
Bio: WealthTech MatchMaker (TM) - Founder & CEO. Connecting People, Ideas & Action. Turn Ubiquitous Technology Into Your Differentiator.
Angel Lorente
Active 412d ago
Bio: Former Morgan Stanley executive, now connecting the fintech world at FinTech Connector.
Elizabeth A Moss
Active 185d ago
Bio: Helping Advisors Optimize Their Business, Relationships, and Life. Risk Management Solutions. F&F Advocate. Lover of Nature and Our Adorable Pups G&T!
Melinda Caughill
Active 332d ago
Bio: I am a Medicare Expert who does NOT sell insurance. I'm 100% fiduciary.
Peggy Haslach
Active 199d ago
Bio: CFP®, CLU® (she/her) Financial Planning for Women & LGBTQIA+ Doctors | Veterinarians | Attorneys & Business Owners. Together we are Planning For Good
Derek Pollard
St Petersburg, FL
Active 65d ago
Bio: Financial advisor marketing that's BS — bold & smart
Vicki Vollweiler
Active 357d ago
Bio: Founder of College Financial Prep - We provide assistance with: College planning, financial aid, scholarships, college applications, career guidance
Rachel Fox
Towson, Maryland
Active 203d ago
Bio: Emergency Savings Accounts as an employee benefit - so workers stop raiding the 401(k). Payroll-deducted, employer-rewarded, accessible savings.
Sheryl Hickerson
St. Louis, MO
Active 176d ago
Bio: CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.
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Elizabeth Rishel
@elizabeth-rishel-2233
Hi, I’m Liz. I'm the owner of Pink Thread Financial - Real financial planning and coaching for real women in real life!

Active 207d ago
Joined Apr 18, 2024
Front Royal, Virginia
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