Following 3
Joe Moss
Illlinois • INTJ
Active 12m ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Joe Moss
Lexington, KY • ISTJ
Active 589d ago
Bio: Operations Advisor at January Capital Advisors
Michelle Wong
Windsor, Ontario • INFJ
Active 21d ago
Bio: Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.
Showing 3 of 3 users
Tammy Lee
@tammy-lee-6893
Founder of RIA Strategic Implementation & Execution (RIASIE), serving as a Fractional COO to growing RIAs looking to scale

Active 5d ago
Joined Feb 15, 2024
Powered by