Bio: Efficient Advisor

Bio: Workflowy | Burlington, VT | Shipwright Advisors (RIA) | Wealthbox+Altruist+Asset-Map+IncomeLab+Shipwright Wealth Console (custom no-code app)

Bio: Frisco, TX advisor looking forward to being part of a fun mastermind group.

Bio: Grew up in NEPA; Harrisburg PA after college except for two foreign stays in Australia & Paramus, NJ. :) CPA providing personal financial planning.

Bio: Sherman Wealth Solutions LLC- CPA, CFP, CDFA, CPFA

Bio: Louise Bryant

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses