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Ryan Odom
San Diego, CA
Active 10h ago
Bio: 💰 Helping Self-Employed and High W-2 Earners Plan and Save on Taxes ⭐️ Ex-Financial Advisor 👨‍🎓 Get My Free Course with 22 Tax-Saving Strategies⬇️
David DeCelle
Apollo Beach, FL
Active 14h ago
Bio: Co-Founder of the Exchange and CEO of Model FA
Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Joe Moss
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Illlinois • INTJ
Active 1h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Ermos Erotocritou
Canada
Active 19h ago
Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Aly Barnes
Active 3d ago
Bio: Hi, I'm Aly! I'm the Implementation Associate here at Simplicity Ops!
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John Heldman
@john-heldman-5867
http://linkedin.com/in/john-heldman-cfa-b6891517

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Joined Aug 4, 2025
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