Following 6
Ryan Odom
San Diego, CA
Online now
Bio: 💰 Helping Solo Business Owners & Those With 1099 Income Plan/Save on Taxes ⭐️ Ex-Financial Advisor 👨‍🎓 Free Course with 12 Tax Saving Strategies⬇️
David DeCelle
Apollo Beach, FL
Active 23h ago
Bio: Co-Founder of the Exchange and CEO of Model FA
Kate Guillen
Carlsbad, CA
Active 1d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Joe Moss
Illlinois • INTJ
Online now
Bio: ✍️ Writer - AdvisorTechBook.com
Ermos Erotocritou
Canada
Online now
Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Aly Barnes
Active 104d ago
Bio: Hi, I'm Aly! I'm the Operations Manager here at Simplicity Ops!
Showing 6 of 6 users
John Heldman
@john-heldman-5867
http://linkedin.com/in/john-heldman-cfa-b6891517

Active 20d ago
Joined Aug 4, 2025
Powered by