Following 139
Gary Watts
Walnut Creek, CA
Active 7h ago
Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Series 7, 63, 65. CA Life/Health Insurance. Tax Plan IQ.
Mike Martin
Baton Rouge, La. 70809 • INFJ
Active 4h ago
Bio: Financial Advisor: 26+ yrs. Agency Founder/Owner: 22+ yrs. Floor Trader: Donaldson, Lufkin, Jenrette. Market Maker: PaineWebber & Co.
Todd Boddy
McKinney TX
Active 3h ago
Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.
Eric Cooper
Active 20h ago
Bio: Owner of the Sooner Private Financial Council Owner of Sooner Business Advisors CEPA, CTS in process New Hampshire based Public Speaker
Robert Pearson
Dallas, TX
Active 60d ago
Bio: Love to be outside!
Amari Carter
Active 8d ago
Bio: Carrying the Boats | Veracity Advisers
Danny Knelson
Active 2d ago
Bio: Hello! Currently, I live in Spring Hill, TN. I have an insurance background, but have decided to focus on financial planning. Excited to be here!
Cheri Turner
Active 22h ago
Bio: 25 years of accounting and finance experience with a CPA and EA designation. Focused on tax strategy and strategic tax preparation.
Patrick Sanford
Active 86d ago
Bio: CPA since 2017, helping businesses navigate taxes, finances, and tough times. I simplify numbers, solve problems, and teach clients to succeed.
Michael Grant
Dallas, TX
Active 12d ago
Bio: My name is Michael Grant. I'm looking forward to expanding my business with ERT
Rhett Grimes
Sioux Falls SD
Active 8d ago
Bio: Anchortree Capital
Dylan Rutledge
San Diego
Active 18h ago
Bio: MSM at Elite Resource Team
Diron Insley
Arlington, Virginia
Active 1d ago
Bio: Wealth Management Advisor in the DC Area
Andres Rios
Active 2d ago
Bio: In financial services industry since 2015. Former professional soccer player. Arsenal and Barca fan! Always eager to learn and improve.
Lisa Manfredi
Delaware
Active 2d ago
Bio: Unassuming yet scrappy. I have a Fractional Family Office serving clients from a philosophy of self ownership.
Sarah Freitas
San Diego
Active 13h ago
Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara
Daniel Riso
Active 1d ago
Bio: NYC fee only advisor, 2 weiner dogs, avid traveler, soccer and golf fan, animal rescue, cigar aficionado
Robert Berrin
Active 3d ago
Bio: Glad to join ERT!
Ben Golden
Alabama, Chicago • ESTP
Active 36d ago
Bio: Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution.
Allie Miller
Active 241d ago
Bio: CFP® and Chief Growth Officer of my multi-gen firm, The Miller Financial Group. I live on the road and travel the country full-time. Let's connect!
Matt Fiori
Active 184d ago
Bio: Fun, loving, and loyal to a fault. Extremely motivated to learn and grow. Family man and extremely hard-working
Joseph Lopresti
Arlington Heights, IL
Active 18h ago
Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.
Scott Vignere
Active 19d ago
Bio: Primary focus is Charitable Planning. Charitable Impact Planning. Helping those who want to impact their future world.
Michele Oneil
Wichita, Kansas
Active 36m ago
Bio: Mom of 6 kids and 5 grandkids. My passion is helping others create an income online!
Matt Bouts
Lake Minnetonka, Minnesota
Active 16h ago
Bio: Head Visionary - Journey Well Financial Partners. Father, husband, wanna-a-be world traveler, and pontoon captain.
Boris Piskun
92651
Active 11d ago
Bio: Commercial Solar
Jeff Stack
Active 24d ago
Bio: McHenry Advisers- Director of Strategic Relationships
Paul Swift
Active 317d ago
Bio: Financial Advisor/Agency Partner - First Financial Group - Dublin, OH
Brian Ableman
Active 38d ago
Bio: Brian Ableman, Co-Founder and CEO of AGS Advisors, is an Employee Benefits, Personal and Commercial insurance innovator and strategist.
Dan Hatcher
Searcy, Arkansas
Active 3d ago
Bio: I'm finding out that this seems like the place I've been looking for. I am in the financial side of insurance and my website is: ProvisionWS.com
1-30 of 139
Jack Branch
@jack-branch-6371
Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Active 7h ago
Joined Jun 22, 2022
Covington, LA
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