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Members ย 1159
Admins ย 6
Online ย 6
2
Nickย Scott
@nick-scott-4883
30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms
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Joined Nov 7, 2024
1
Brynnย Shockey
(Admin)
@brynn-shockey-2069
:)
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Joined Apr 6, 2026
3
Michelleย Wong
@michelle-wong-6744
Founder + CEO, Nifty Advisor Support. Proud PMPยฎ since April 2025. Changing the RIA world, one tool at a time.
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Joined May 11, 2023
Windsor, Ontario
3
Katherineย Beltran
(Admin)
@katherine-beltran-1186
Lead Coach at Simplicity Ops
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Joined Dec 5, 2022
1
Steveย Mitchels
@steve-mitchels-9926
Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder
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Joined Dec 2, 2025
Jersey City, NJ
1
Nathanย Helms
@nathan-helms-4981
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.
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Joined Nov 22, 2023
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