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Members ย 1085
Admins ย 5
Online ย 6
4
Lisaย Bacon
@lisa-bacon-1177
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I am the VP of Client Services. Interested in growing the Business and Client Experience.
Online now
Joined Feb 15, 2023
1
Tracyย Kindall
@tracy-kindall-2489
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Operations Manager
Online now
Joined Jun 18, 2025
1
Philipย Calvert
@philip-calvert
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I host communities for financial planners, AI enthusiasts and rock & blues lovers. International keynote speaker and Forbes featured author.
Online now
Joined Dec 12, 2024
Guildford
1
Johnย Montgomery
@john-montgomery-4922
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John Montgomery
Online now
Joined Dec 23, 2024
1
Chrisย Proulx
@chris-proulx-5685
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TBD
Active 4m ago
Joined Dec 1, 2025
Raleigh, NC
1
Nathanย Helms
@nathan-helms-4981
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I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.
Active 12m ago
Joined Nov 22, 2023
5
Joeย Moss
๐
๐ฅ
@joemoss
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โ๏ธ Writer ~ AdvisorTechBook.com / Oura Ring enthusiast
Active 16m ago
Joined Mar 10, 2025
Illlinois
1
Jayceย Nall
@jayce-nall-7046
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riapulse.com https://www.linkedin.com/in/jayce-nall/
Active 19m ago
Joined Jul 8, 2025
Chicago
1
Brianย Behl
@brian-behl-5055
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Founder and Financial Planner
Active 20m ago
Joined Sep 11, 2023
1
Dustinย Formanack
@dustin-formanack-6195
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I help run a large insurance and advisory practice based in Omaha, NE.
Active 21m ago
Joined Jun 30, 2025
1
Daveย Hutchison
@dave-hutchison-4938
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I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.
Active 23m ago
Joined Nov 13, 2025
Newport Beach, California
1
Miltonย Hamer
@milton-hamer-3639
Chat
Advisor seeking to deepen the client relationship with scalable & efficient practices.
Active 28m ago
Joined Feb 14, 2023
1
E.j.ย Jaax
@ej-jaax-4565
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E.J. focuses on helping families and individuals make smart choices about their money, so that they can accomplish their goals and enjoy life.
Active 35m ago
Joined Apr 14, 2025
Boerne, TX
1
Lauraย Rotter
@laura-rotter-9850
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Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York.
Active 46m ago
Joined Aug 5, 2024
1
Paulย Yokabitus
@paul-yokabitus-6987
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Elite Planner - estate planning law firm scaling and optimization
Active 50m ago
Joined Oct 20, 2025
1
Ethanย Meikle
@ethan-meikle-5339
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Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.
Active 52m ago
Joined Sep 14, 2023
Yakima
1
Markย Wade
@mark-wade-8997
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.
Active 1h ago
Joined May 7, 2024
2
Theoย Katsoulis
@theo-katsoulis-2267
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Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.
Active 1h ago
Joined May 28, 2025
NYC
2
Andrewย Ladwig
@andrew-ladwig-2300
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Michigander & WealthTech Pro
Active 1h ago
Joined Feb 21, 2023
1
Ermosย Erotocritou
@ermos
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I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Active 1h ago
Joined Apr 23, 2024
Canada
2
Peteย Dixon
@pete-dixon-8151
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Advisor/Owner, Waypoint WM
Active 1h ago
Joined Jun 4, 2025
1
Ryanย McGonigal
@ryan-mcgonigal-8686
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1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
Active 1h ago
Joined Apr 30, 2024
1
Jeffย Serbus
@jeff-serbus-8491
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LOAN BROKERAGE
Active 2h ago
Joined Nov 25, 2025
1
Lauraย Harrison
@laura-harrison-9515
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Trader and Portfolio Manager at Sage Trading Collective
Active 2h ago
Joined Aug 18, 2025
1
Markย Wade
@mark-wade-6513
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President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.
Active 3h ago
Joined Sep 25, 2024
Sarasota, Florida
1
Patrickย Brennan
@patrick-brennan-3990
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Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.
Active 3h ago
Joined Mar 26, 2024
Toronto, Canada
2
Peterย Jay
@peter-jay-5243
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SC resident, Work in WealthTech, baseball enthusiast
Active 4h ago
Joined Jan 2, 2025
1
Georgeย Santamarina
@george-santamarina-1341
Chat
I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.
Active 6h ago
Joined Sep 2, 2025
Overland Park, Kansas
1
Jose Mย Lopes
@jose-lopes-7162
Chat
๐ Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Active 6h ago
Joined Oct 22, 2025
Boston, MA
1
Joshua Bryanย Laguna
@joshua-bryan-laguna-2758
Chat
Hi, I'm Josh!
Active 9h ago
Joined Oct 20, 2025
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