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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. As a Certified Financial Planner, my life’s passion is helping people with their finances, and seeing a tech solution that can address more than just how to save/invest is really powerful.