Following 7
Brian Case
Active 115d ago
Bio: 25+ years: Married to Ob/Gyn Physician | Father of 3 Boys | Wealth Management/RIA Founder | Physician Well-Being Advocate
Eric Negron
Austin, Texas
Active 6d ago
Bio: CEO, Business Advisor, Husband, Dad, Insatiably Curious🤓, Love 📚☕️ | Collaborator 🎯, Impact Leader🚀
Brian Thorp
Active 40d ago
Bio: Founder and CEO of Wealthtender.
Kerri Fernsworth
Active 208d ago
Bio: I help advisors use video to connect with clients and prospects in a meaningful way.
Elyse Stoner
Active 13d ago
Bio: Strategic Marketing Maven | Transforming Client Events into Marketing Powerhouses | Event Advisors, Inc. Co-Founder & Co-CEO
Dave Bensch
Perrysburg, Ohio • ENFJ
Active 114d ago
Bio: Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.
Joe Moss
Illlinois • ISTJ
Active 28m ago
Bio: ✍️ Author ~ AdvisorTechBook.com
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Kristen Luke
@kristen-luke-9027
President of Kaleido Creative Studio

Active 200d ago
Joined Dec 30, 2024
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