Here to connect and build a legacy with digital marketing🙌
Active 8h ago
Joined Dec 5, 2025
Founder of Lock Wealth Management in Atlanta, GA
Active 14h ago
Joined Dec 5, 2025
Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.
Active 2d ago
Joined Dec 5, 2025
Founder and Lead Advisor of Refresh Wealth. Serving startup professionals with equity compensation. Love collaborating with other advisors!
Active 3d ago
Joined Oct 17, 2025
AO Wealth
Active 4d ago
Joined Dec 9, 2025
Father, Husband, Business owner
Active 43d ago
Joined Oct 17, 2025
Columbus, OH
Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.
Active 54d ago
Joined Oct 10, 2025
Ixonia, WI
Hey all! My name is Brett Wysopal, Owner of Wysopal Wealth Planning, LC. I work with equity compensated families to simplify their equity and taxes.
Active 56d ago
Joined Oct 3, 2025
Founder of Brucker Wealth. We deliver faith based financial planning for our clients with ability to serve our clients across multiple channels.
Active 71d ago
Joined Sep 4, 2025
I'm Chloé, I live in Utah but I grew up in France. I work at Jalada as an accountant, and the team is awesome!
Active 108d ago
Joined Aug 20, 2025
Passionate about economics.
Active 115d ago
Joined Aug 19, 2025
Trying to be in the best shape of my life
Active 282d ago
Joined Aug 19, 2025
Mindy :)
Active 108d ago
Joined Aug 30, 2025
Financial Advisor
Active 24d ago
Joined Dec 5, 2025
Jalada
skool.com/jalada
A group for financial advisors, Jalada trainings, tax tips, and how to manage growth and clients.
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