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Carlsbad, CA
Active 1d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 37m ago
Bio: Efficient Advisor
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@lori-givens-2361
Managing Partner of Align Financial Advisors in McKinney, Texas.
Active 5h ago
Joined Jun 12, 2025
McKinney, TX
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