16 people · COOs, operations, admin and client service (not advisors)
Presented byYour company here · Sponsor this page| Person | Companies | LinkedIn followers |
|---|---|---|
Nick Maggiulli Published Author | Financial Blogger | COO at Ritholtz Wealth | — | 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 | — | 7,421 |
7,384 | ||
— | 5,214 | |
— | 4,437 | |
— | 3,756 | |
2,541 | ||
Jose M. Lopes AI Implementation for Financial Planners | AI Strategy | Founder, AI Advisor Guide | — | 1,730 |
Mark Riepe Managing Director, Head of Schwab Center for Financial Research at Charles Schwab & Co | — | 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 | |
478 | ||
Patricia Donals Operations Integrator / Project Manager | — | 279 |