Good afternoon everyone. My name is Lateefah Lucky and I own a Bookkeeping and Consulting business. I have worked in the industry for many years and in November of 2020 is when I started my business. I work with small businesses to meet their accounting needs.

Retired Marine now with Magnolia Wealth Strategies, a MassMutual firm, out of Pensacola, FL.  💪💪

Petya Balevska, CRPC Financial Advisor with Aftab Ahmad CPA, A Platinum Wealth Advisory Practice of Ameriprise Financial, Bethesda Maryland

Todd A. Haynes, SVP Financial Advisor, RBC Capital Markets, LLC

Hello everyone, my name is John Browning and after nearly 30 years managing large portfolios for large Wall Street firms I decided to take my expertise to regular retail investors that normally do not get the advice and resources the big firms have.  (note: I waited until 5 of my 6 kids were out on their own) This is not as lucrative yet and I have a lot to learn about attracting clients but I have a huge passion to help people plan and have great advice to build their lives, not just their portfolios.  Looking forward to chatting with you all!  

Hello All!  My name is Kim Cruz with Cruz Credit Consulting.  I help people in all areas of their personal and business financial life.  My resources include credit restoration, loans, debt relief, tackling Fair Credit Reporting violations and much more.  Check out all of my resources at www.cruzcreditconsulting.com 

Jason Davis, Northwestern Mutual, Inland Empire, CA (Riverside, Temecula, Murrieta, Menifee, Corona, Rancho Cucamonga, Hemet, San Jacinto, etc...)

Thanks for the invite . I am a financial advisor  (insurance ) industry for 23 yrs and with Max Financial Ltd. located in  Ontario Canada

Thanks for the invite I look forward to connecting with you soon. 

Thank you for the invite! I own both RockPoint Wealth and benefit company Ascension Deductible Benefits. Love to collaborate and see how I can help in both areas!