Following 6
Joe Moss
๐Ÿš€
๐Ÿ”ฅ
Illlinois โ€ข INTJ
Active 2h ago
Bio: โœ๏ธ Writer ~ AdvisorTechBook.com
Jose M Lopes
Boston, MA โ€ข INFJ
Active 10h ago
Bio: ๐Ÿ’Ž Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Malea Lydon
Active 20d ago
Bio: Event Content Manager at Future Proof
Matt Morris
Active 1d ago
Bio: CEO of EncorEstate Plans enabling advisors to deliver the best estate planning client experience available.
Ben Henry-Moreland
Active 58d ago
Bio: Senior Financial Planning Nerd, Kitces.com
Stevyn Guinnip
Madeira, Portugal โ€ข INFJ
Active 4d ago
Bio: Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.
Showing 6 of 6 users
S. Tate-Plans
@s-tate-plans-5082
Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

Active 1d ago
Joined Jan 13, 2026
Mr. Worldwide
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