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Members 14
Admins 3
Online 0
1
Sophia Yourcuriousintrovert
@sophia-faceless-7284
Chat
Here to connect and build a legacy with digital marketing🙌
Active 8h ago
Joined Dec 5, 2025
1
Ben Loughery
@ben-loughery-7052
Chat
Founder of Lock Wealth Management in Atlanta, GA
Active 14h ago
Joined Dec 5, 2025
1
Marcel Miu
@marcel-miu-9098
Chat
Founder and Wealth Planner @ Simplify Wealth Planning (financial advisory firm). Austin, Texas. Love food, family and dogs.
Active 2d ago
Joined Dec 5, 2025
1
Chris Arnold
@chris-arnold-9052
Chat
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
1
John Dannenbring
@john-dannenbring-4427
Chat
AO Wealth
Active 4d ago
Joined Dec 9, 2025
1
Ryan Weiser
@ryan-weiser-7743
Chat
Father, Husband, Business owner
Active 43d ago
Joined Oct 17, 2025
Columbus, OH
1
Mark Ziety
@mark-ziety-5474
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Dad, husband, skier, financial planner, and striving to improve my craft in all 4 roles.
Active 54d ago
Joined Oct 10, 2025
Ixonia, WI
1
Brett Wysopal
@brett-wysopal-1574
Chat
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
1
Kurt Brucker
@kurt-brucker-6308
Chat
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
1
Chloe Fuller
@chloe-fuller-6420
Chat
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
1
Hayden Porter
@hayden-porter-4417
Chat
Passionate about economics.
Active 115d ago
Joined Aug 19, 2025
1
Ryan Bessey
@ryan-bessey-8464
Chat
Trying to be in the best shape of my life
Active 282d ago
Joined Aug 19, 2025
1
Mindy Perez
@mindy-perez-3016
Chat
Mindy :)
Active 108d ago
Joined Aug 30, 2025
1
Stu Sneen
@stu-sneen-6597
Chat
Financial Advisor
Active 24d ago
Joined Dec 5, 2025
Jalada
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A group for financial advisors, Jalada trainings, tax tips, and how to manage growth and clients.
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