People

RIA staff (ops & admin)

16 people · COOs, operations, admin and client service (not advisors)

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PersonCompaniesLinkedIn followers
Nick Maggiulli
Published Author | Financial Blogger | COO at Ritholtz Wealth
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31,340
Callie Cox
Chief market nerd, Author of OptimistiCallie
22,531
Joe Moss 🚀
✍🏼 Writer & Community Builder, AdvisorTechBook / Advicer.bio
10,629
Dani Fava
Chief Strategy Officer at the Carson Group and LCW Advisory Board Member
9,815
Lisa Crafford
Head of Advisory @ Constellation Wealth Capital
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7,421
Geoff Moore✓
CIO - Chief Information Officer @ Valmark Financial Group (BD, RIA, BGA)
7,384
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5,214
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4,437
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3,756
Nyle Bayer✓
CEO at Up Capital Management
2,541
Jose M. Lopes
AI Implementation for Financial Planners | AI Strategy | Founder, AI Advisor Guide
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1,730
Mark Riepe
Managing Director, Head of Schwab Center for Financial Research at Charles Schwab & Co
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1,337
Jayce Nall
Software Founder
1,142
Paige Clausen✓
CFP® | Helping people build the life they dream about through thoughtful, ntentional conversations & comprehensive financial planning
662
Ryan Helder✓
Innovation & IT Specialist @ Steward Wealth Strategies
478
Patricia Donals
Operations Integrator / Project Manager
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279
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