Kristen Schmidt
@riaoasis
Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.
ID: 1057009217687748609
http://www.riaoasis.com 29-10-2018 20:40:10
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Aaron Klein 🇺🇸
@aaronklein
Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Former CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Tyrone V. Ross Jr.
@tr401
CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Dani Donovan 👩🏻🎨 ADHD Comics
@danidonovan
🎨 ADHD creator 🎤 Keynote speaker 📚 Author + designer of “The Anti-Planner: How to Get Sh*t Done When You Don’t Feel Like It” ✨anti-planner.com✨
どらみちゃん
@lalaroropopo
やほぉ✋
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Dan Ferranti
@danferranti
Cofounder & CTO of @Wealthbox (CRM for financial advisors) and @Wealthbase (fantasy stock/crypto trading for investors).
Tom Segura AKA Mr. Ladybug
@tomsegura
I have 4 specials on Netflix. podcast here: ymhstudios.com You can Merch up here: Store.YMHstudios.com
Brad Williams
@funnybrad
Father/Husband/Comedian/Part time dwarf/Cheaper than Carrot Top on Cameo
Gavin Spitzner
@gspitzner
President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Nicole Boyson
@nikir1
Finance professor, Northeastern University. Co-editor, Financial Analysts Journal. Shine all the time!
TizzyEnt
@tizzyent
Director & Editor for TV, Films & Music Videos. Winner of things you’ve never heard of. Project Greenlight Greenies nominee. Tizzyent.bsky.social
Kerry Ryan, CPWA®
@kerryclareryan
FinServ Tech strategist & marketer @Seismicsoftware. Former @salesforce, @citi, Legg Mason, Salomon Smith Barney, Salomon Brothers. Opinions are my own.
Alexandra Zendrian
@azendrian
Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
valerie bertinelli
@wolfiesmom
indulge 🤍 threads.net/@wolfiesmom bsky.app/profile/wolfie…
Mary Kate Gulick
@marykategulick
Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Steve Drost, CFA, CFP ®
@stevedrost
Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Gary Smith
@gpatricksmith
Dad. Husband. Producer. VP of Digital @LAMag
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Mendoza Ventures
@mendozaventures
Investing in Fintech, AI, and Cybersecurity. Led by #latinx and #woman owned. #venturecapital #fintech #ai #cybersecurity
Jacquette M Timmons
@jacqmtimmons
Financial behaviorist & author of Financial Intimacy. Slightly obsessed with getting you to embrace the emotions behind money. (There is no spoon.) Yankees fan.
New Frontier
@nfaboston
Institutional Research, Technology, and Investment Management Firm
Sheryl Hickerson 🙋🏼♀️
@bionicsocialite
CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Jeff Levine, CPA/PFS, CFP®
@cpaplanner
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
Larry Sprung, CFP®
@lawrence_sprung
What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Cheryl Nash
@cherylnash2
Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Justin L. Mack
@justinlmack
Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
Matt Allen
@investmattallen
Insights on Investing Education & Growth Stocks | As Seen in Yahoo Finance and Bloomberg
Theresa Gralinski
@tgralinski
Marketing gal. Boy mom. Book lover. Laughter addict.
Lisa Allen
@lisaallen_nc
Board Member, Head of Member Engagement, WIPN. CEO, Financial Transitionist Institute. Love all things wellness!
Thomas Kopelman 💵
@tkopelman
Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia
Torie Happe
@toriehappe
Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Peter Lazaroff
@peterlazaroff
Chief Investment Officer @Plancorp_LLC | CFA & CFP®| Contributor for @WSJ & @Forbes | Author of Making Money Simple | Host of The Long Term Investor Podcast
justincastelli
@jus10castelli
helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Joel Hurst
@joel_hurst21
Everything for the kiddos & other stuff I can fit in
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Michael Dunham, CFP®
@longrunplanning
Financial Planning, Simplified. | Tweeting about Finance, Fitness, Food and Football
Sean Brown
@sean_ycharts
Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.
Anthony Stich ☁️ #MrPurple
@anthonystich
EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.
Wasatch Capital Advisors
@wasatcha
Build a relationship with a fiduciary, "Fee Only Financial Advisor." As your business & life change, we will help you make wise business & financial choices.
Brendan Frazier
@jbrendanfrazier
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Elen Financial Software
@elensoftware
We've built the best back office system on the market for financial advisers, financial planners and paraplanners. ✍️ Start your 30 day FREE trial today!
inventwithus
@inventwithus
FinTech on a whole new level. Visit invent.us for more on how we can solve your #fintech problems
Whisper Financial LLC
@whisperfin
A creative mind needs a creative approach. Come to me when you're ready to get your mind and your money on track.
guy penn
@guympenn
building @ core planning ○ gmpenn.com ○
WealthVoice
@wealthvoiceai
Your hands-free homepage & mini-podcast. Team bios, hot topics, & podcast scripts. Get your day back w/easy voice marketing. linktr.ee/wealthvoiceai
Jessica Colston
@jessica_h_coach
Executive Business Coach
Jake Northrup, CFP®, CFA, CSLP®
@jake_eyw
Founder and Financial Planner at Experience Your Wealth 💰| @investmentnews 40 Under 40 & @investopedia 100 advisor 🏅| Dog Dad 🐕| Travel Lover 🌎
Milemarker
@milemarkerco
Own Your Data. Control Your Destiny.
Elements Financial Vitals
@get_elements
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Mark McGrath
@markmcgrathcfp
I help Canadian physicians treat financial uncertainty. CFP®, CIM®. DM's are always open. New book out now - grab a copy below ⬇️
Ross Marino, CFP®, CeFT®
@ross__marino
Founder | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
401 Financial
@401financial
We’re the next-gen adviser for the right now investor. Tweets are not advice.
Ashley Quamme, LMFT, FBS®, CFT-I™️
@bamconsults
Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Planning Zoo
@planningzoo
Data Entry for Growing Firms; Experience for New Planners | Our mission is to support the growth of planning firms, while growing the “planner humanus” species.
Devon
@devondfd
Founder of DFD Partners, the data driven, distribution platform for asset managers
Quivr CRM
@quivrcrm
The Community-Driven CRM Built by Financial Planners, for Financial Planners. Run your business at peak efficiency.
Impact Communications
@impactmarcompr
Building brands and enhancing reputations in the financial services industry since 1993
Joey Santos-Jones
@joeysantosjones
Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
Liz Hand, CFP® ✨
@exanimoliz
Light-Hearted & Straight to the Heart | Owner/Advisor | Mindset Coach to Advisors | Wife & Mom | Piano Enthusiast | Pleasant Financial Conversations
Morgan Ranstrom, CFA, CFP®, CEPA®
@morganranstrom
For Entrepreurs: Business + Wealth + Purpose + Family Published Author of 'Money with Purpose: Receive the Dividends of an Undivided Financial Life.'
Liz Fritz
@lizfritz319
Co-Founder @ F2 Strategy | Your WealthTech Trx Partner | Passionate about elevating more female voices in #wealthtech #fintech ✨🙌🏻
Olivia Eisinger
@oliviaeisinger
GM, Advisory Apex
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Travis Gatzemeier, CFP®
@t_gatzemeier
Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Dr. Nicole LePera
@theholisticpsyc
Join my private healing community @selfhealerscirc 👇🏼
PENNY PHILLIPS
@thrivosllc
Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American