Member Directory
Shawn Plummer
Founder And CEO
The Annuity Expert
Atlanta, GA
Sheldon Chang
President
CrowdStreet Advisors
New York, NY
Stephen Nalley
Founder & CEO
Black Briar Advisors
St. Augustine, FL
Stevie Lee
VP Sales, Wealth & News
Future (Kiplinger)
Washington, DC
Tanya Van Court
CEO/Founder
Goalsetter
New York, NY
Taylor Schulte
Founder & CEO
Define Financial
San Diego, CA
Trae Bodge
Founder
Trae Bodge Media, LLC
Montclair, NJ
Tyler Wright
CEO
Defining Wealth LLC
Nashville, TN
Zain Jaffer
CEO/Founder
Zain Ventures
Santa Clara, CA
