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Joe Moss
Joe Moss
Illlinois • ISTJ
Active 10h ago
Bio: ✍️ Author ~ AdvisorTechBook.com
Cory Roberson
Cory Roberson
Active 14h ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
Kate Guillen
Kate Guillen
Carlsbad, CA
Active 3d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Vineet M
Vineet M
@vineet-m-8150
I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.
Active 3d ago
Joined May 19, 2025
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