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Ryan George
Active 10d ago
Bio: Chief Marketing Officer
Kate Guillen
Carlsbad, CA
Active 2h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Francisco Franco
@francisco-franco-1086
Helping advisors automate operations with AI + integrations. Sync custodian data, streamline workflows, and surface Next Best Actions

Active 97d ago
Joined May 5, 2025
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