Example: Cleverly Client Lead Tracker
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ABCDEFGHIJK
1
First NameLast NameCurrent PositionCompany NameLocationIndustryEmailPhone NumberLinkedIn URLReply?Notes
2
BenChappell
Registered Investment Advisor
Foresight Wealth Management LLC
Greater Salt Lake City Area
Financial Services2chappo@gmail.com
https://linkedin.com/in/ben-chappell-53329b20
TRUE
3
AlyssaRakovich
Portfolio Manager, PPC AIF
NAMCOA® - (Naples Asset Management Company®, LLC)
Sarasota, Florida AreaFinancial Services
alyssarakovich@gmail.com
941-724-1208
https://linkedin.com/in/alyssa-rakovich-17019835
TRUE
4
AnitaGray, CFP®Financial Advisor
Northwest Asset Management
Greater Seattle AreaFinancial Services
anita.gray@nwasset.com
(206) 714-4232
https://linkedin.com/in/anitalgray
TRUE
5
AnthonyFornatale, CRPC®Director
UNFCU Investment Services
Greater New York City Area
Financial Services
anthony.fornatale@gmail.com
https://linkedin.com/in/anthonyfornatale
TRUE
6
J PrestonSmith
Wealth Management Advisor
SignalPoint Asset Management, LLC
Fayetteville, Arkansas Area
Financial Services
appalachianmtnier@yahoo.com
https://linkedin.com/in/j-preston-smith-49052024
TRUE
7
Arcadia
Berjonneau Keane, AIF®, RFC®
Personal Wealth Advisor
California Retirement Advisors
Greater Los Angeles Area
Financial Services
arcadia@wildeyesproductions.com
3109372853
https://linkedin.com/in/arcadia-berjonneau-keane-aif®-rfc®-11a9a513
TRUE
8
BradRice
Associate Financial Advisor
Hyde Park Wealth Management
Cincinnati, Ohio AreaFinancial Servicesbcrice52@gmail.com
https://linkedin.com/in/brad-rice-326033113
TRUE
9
BrianGreco
Advisor Operations Coordinator
Accurate Advisory Group Inc.
Tampa/St. Petersburg, Florida Area
Financial Servicesbgrecoafp@gmail.com
https://linkedin.com/in/brian-greco-5451067a
TRUE
10
BernardoJavalquintoEconomist
Javalquinto Global Capital LLC
Miami/Fort Lauderdale Area
Financial Services
bjavalquinto@gmail.com
1(786)-651-6918
https://linkedin.com/in/javalquinto
TRUE
11
VictoriaBlehm
Independent Insurance Advisor
Sound Planning GroupGreater Seattle AreaFinancial Servicesblehm@comcast.net425-870-3552
https://linkedin.com/in/victoria-blehm-b3332b2a
TRUE
12
Brent
Copeland, AIF®, AAMS®
Lead Advisor, AIF®, AAMS®
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Greater Atlanta AreaFinancial Services
brent.copeland@raymondjames.com
770-394-5225
https://linkedin.com/in/brentcopelandfa
TRUE
13
BrianWiley
Chief Operating Officer / Advisor
Independent Consultant
Richmond, Virginia, United States
Financial Services
brianrwiley447@gmail.com
8043397329
https://linkedin.com/in/brian-wiley
TRUE
14
BruceSmithFinancial Advisor
Main Street Financial Group
Orange County, California Area
Financial Services
brucesmith57@live.com
714-767-2909
https://linkedin.com/in/brucelylesmith
TRUE
15
Benjamin P.Stroh
Investment Advisor Representative
Primerica
Syracuse-Auburn, New York Metropolitan Area
Financial Services
bstroh@bpsproaudio.com
315-807-8629
https://linkedin.com/in/benjamin-p-stroh
TRUE
16
LatashaMorris Threatt
Independent Loan Advisor
ICS Commercial Lending
Greater Memphis AreaFinancial Services
btmloansolutions@gmail.com
901-213-6612
https://linkedin.com/in/latasha-morris-threatt-724926179
TRUE
17
JamesBencin
Marketing Director (District Manager)
Capital Choice Financial Group
West Palm Beach, Florida Area
Financial Services
cc16094@capitalchoice.com
561-459-5456
https://linkedin.com/in/jimbencin
TRUE
18
ChadRose, MBA
Investment Advisor Representative
Lincoln Wealth AdvisorsDallas/Fort Worth AreaFinancial Services
chadrosepm@gmail.com
(214)220-8884
https://linkedin.com/in/chad-rose-mba
TRUE
19
CharlesKing
Senior Financial Advisor
CAPITAL WEALTH STRATEGIES, INC
Austin, Texas, United States
Financial Services
charles.king.w@gmail.com
512.651.4866
https://linkedin.com/in/charlesw-king
TRUE
20
Charles W.Allen, AAI
Director of Recruitment and Advisor Support
Security Financial Management, Inc.
Orlando, Florida AreaFinancial Services
charlie@sfmadvisorgroup.com
321-302-9451
https://linkedin.com/in/charles-w-allen-aai-60506175
TRUE
21
ChristinePasev
Senior Information Services Advisor
Halcyon Financial Technology, L.P.
Greater New York City Area
Financial Services
christine.pasev@gmail.com
https://linkedin.com/in/cpasev
TRUE
22
Xinhong (Cindy )Liu, CFP ®Financial Advisor
Cozad Asset Management, Inc.
Urbana-Champaign, Illinois Area
Financial Servicescindy.xhl@comcast.net
https://linkedin.com/in/xinhong-cindy-liu-cfp-®-439345a
TRUE
23
ChrisKnox
Senior Advisor Consultant
Highland Capital Brokerage
Washington D.C. Metro Area
Financial Servicescknox@gmu.edu(703)895-9808
https://linkedin.com/in/knoxchriskfg
TRUE
24
CharlotteLuerSenior AdvisorInterPrivateNaples, Florida AreaFinancial Servicescluer@ljhfm.com239.404.6785
https://linkedin.com/in/charlotte-luer-6307044
TRUE
25
CoryMarlow, MBA, AIF®
Wealth Advisor, President
Financial Partners, Inc.
South Bend, Indiana Area
Financial Services
cmarlow@fpiwealth.com
815-245-5070
https://linkedin.com/in/cory-marlow-mba-aif®-75525b56
TRUE
26
ChrisNichols
Professional Speaker - Banking, Finance, Marketing, Technology, Pricing, Data Analytics & Strategy
CenterState Bank
San Francisco Bay Area
Financial Servicescnichols0@gmail.com
https://linkedin.com/in/cknichols
TRUE
27
BrentCochran
Investment Advisor Representative of TownSquare Capital
TownSquare Capital
Greater Salt Lake City Area
Financial Servicescochran1@byu.net
https://linkedin.com/in/brent-cochran-51475b5
TRUE
28
CarterShaffer
Associate Wealth Advisor
XML Financial Group
Washington D.C. Metro Area
Financial Servicescshaffer@xmlfg.com3017705234 ext. 212
https://linkedin.com/in/cartershaffer
TRUE
29
DAN
GRIFFIN, RICP®, NSSA®
Retirement Planning Advisor & Director of Marketing
Nye Financial Group, Inc.
Cleveland/Akron, Ohio Area
Financial Services
dangriffin@outlook.com
330 501-6535
https://linkedin.com/in/dangriffin10
TRUE
30
AshbyDaniels, CFP®Financial Advisor
Shorebridge Wealth Management, LLC
Greater Pittsburgh Area
Financial Services
daniels@shorebridgewm.com
412-742-4861
https://linkedin.com/in/ashbydaniels
TRUE
31
DanielDeMeoChief Revenue OfficerLendrGreater Chicago AreaFinancial Services
ddemeo100@gmail.com
646.423.9591
https://linkedin.com/in/danieldemeo
TRUE
32
DennyDonnellyFinancial Advisor
BancWest Investment Services
Des Moines, Iowa AreaFinancial Servicesddonnelly1@q.com515-975-6670
https://linkedin.com/in/denny-donnelly-34556a7
TRUE
33
DavidKeogh
Financial Advisor Recruiter-Independent Broker Dealers/Insurance agencies
DJK Consulting LLC - Expert Witness & Litigation Support/Financial Advisor Recruiting
Greater New York City Area
Financial Servicesdkeogh@djkconsult.net732 968 8787
https://linkedin.com/in/david-keogh-8554028
TRUE
34
DevorahKermisch
Licensed Mortgage Advisor
Genevea Financial LLC
Punta Gorda, Florida Area
Financial Servicesdkohio@hotmail.com614.302.1166
https://linkedin.com/in/dkohio
TRUE
35
Daniel JLachcik Jr.
Managing Director, Advisor Relations
Lyrical Partners, L.P.
Greater New York City Area
Financial Servicesdlachcik@gmail.com
https://linkedin.com/in/daniel-j-lachcik-jr-aa2569
TRUE
36
DanielLaRosa, QPFC, AIF®
Investment Advisor Representative / Corporate Retirement Plans
Ritholtz Wealth Management
Greater New York City Area
Financial Services
dlarosa@ritholtzwealth.com
https://linkedin.com/in/daniel-larosa-qpfc-aif®-2130756
TRUE
37
Daniel J.
Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP®
Certified Financial Planner
Skylight Financial Group
Cleveland/Akron, Ohio Area
Financial Services
dlauletta@financialguide.com
440-746-8762
https://linkedin.com/in/daniel-j-lauletta-cfp®-lutcf-clu®-chfc®-aep®-b422b113
TRUE
38
DominicReinerioWealth Advisor
Tax Management Services, Incorporated
Green Bay, Wisconsin Area
Financial Services
dominicr@tmsmoney.com
920-632-4375
https://linkedin.com/in/dominic-reinerio-15716529
TRUE
39
DonaldChapman
Chief of Business Development
ModoGreater Boston AreaFinancial Services
donald.chapman@dncconsultinginc.com
617-216-3886
https://linkedin.com/in/donaldchapmanmba
TRUE
40
HeidiEdwards, MDiv, M.Ed.Junior Teacher
Easter Seals North Texas
Dallas/Fort Worth AreaFinancial Services
doneshaedwards8@gmail.com
https://linkedin.com/in/heidi-edwards-mdiv-m-ed-b5422694
TRUE
41
Elijah RKovar
Partner. Financial Advisor
Great Waters Financial
Greater Minneapolis-St. Paul Area
Financial Serviceselijahkovar@gmail.com(612) 360-2127
https://linkedin.com/in/elijah-r-kovar-0552817
TRUE
42
EricMontielWealth Advisor
Financial Architect Network
Greater Denver AreaFinancial Serviceseric@fandenver.com303-843-9820
https://linkedin.com/in/eric-montiel-26a34b8
TRUE
43
Edward
Sokolowski, CLU, ChFC, AIF ®
Managing Partner and Financial Advisor
Pioneer Valley Financial Group
Ludlow, Massachusetts, United States
Financial Services
esokolowski@pvfinancial.com
https://linkedin.com/in/edward-sokolowski
TRUE
44
EvelioSilveraPrincipal
Financial Security Group Inc.
Ocala, Florida AreaFinancial Services
evelio@eveliosilvera.com
352-351-9288
https://linkedin.com/in/eveliosilvera
TRUE
45
GaryGross CFP®,CLU, ChFC
Certified Financial Planner™ & Tax Advisor
Focused Tax Solutions
Raleigh-Durham, North Carolina Area
Financial Services
gary.gross99@gmail.com
919-518-9337
https://linkedin.com/in/gary-gross-cfp®-clu-chfc-008a4
TRUE
46
GeneBond
President & Investment Advisor
Bond Financial Group
Jackson, Mississippi Area
Financial Services
gene@bondfinancialgroupms.com
601-707-9480
https://linkedin.com/in/genebond
TRUE
47
MatthewGillespieInsurance AdvisorDisability Specialists
Great Falls, Montana Area
Financial Servicesgmattman@gmail.com4067502286
https://linkedin.com/in/matthew-gillespie-71980a93
TRUE
48
FayLouiseAnalyst | AdvisorInvestment Research
Greater New York City Area
Financial Serviceshello@faylouise.com
https://linkedin.com/in/faylouise
TRUE
49
TylerHewes, CFP®Financial Advisor
Christopher Weil & Company
Greater San Diego Area
Financial Services
hewes.tyler@gmail.com
https://linkedin.com/in/tyler-hewes-cfp®-86b3b09
TRUE
50
HunterLowry
Investment Advisor Representative
Sierra Ridge Wealth Management
Sacramento, California Area
Financial Services
hlowry@sierraridgewealth.com
19168912557
https://linkedin.com/in/hunter-lowry-1353a1130
TRUE
51
Irma Hampton, CRPC®,
ADPA®
Managing Partner and Wealth Advisor
Partners Wealth Management - Texas
Austin, Texas AreaFinancial Servicesirma.hampton@lpl.com512-4131272
https://linkedin.com/in/irmahampton
TRUE
52
JamesWestermeyer
Managing Partner/Family Wealth Advisor
Spectrum Wealth Partners
San Francisco Bay Area
Financial Services
james.westermeyer@lfg.com
(510) 604-2241
https://linkedin.com/in/jameswestermeyer
TRUE
53
JamesIson, MSA, CFP ®Senior Accountant
Mesenberg & Bird Tax & Accounting
Wausau, Wisconsin Area
Financial Servicesjames@mnbta.com715-675-0609
https://linkedin.com/in/jamesison
TRUE
54
JohnSapochSenior AdvisorEIA Global
Greater New York City Area
Financial Servicesjcsapoch@gmail.com
https://linkedin.com/in/johnsapoch
TRUE
55
JosephDearmanFinancial Advisor
The Shobe Financial Group
Baton Rouge, Louisiana Area
Financial Servicesjdearman@shobe.com
225-763-7010 ext. 7038
https://linkedin.com/in/josephdearman
TRUE
56
JeffJunior
CEO and Independent Financial Advisor
Trajan Wealth LLCPhoenix, Arizona AreaFinancial Servicesjeff@trajanwealth.com(480) 990-3300
https://linkedin.com/in/jeff-junior-2655a813
TRUE
57
JeffDunn-Bernstein
Director of Special Programs & Wealth Management Advisor
Tallus Capital Management
Portland, Oregon AreaFinancial Services
jeffdb@talluscapital.com
971-322-5703
https://linkedin.com/in/jeff-dunn-bernstein-4a974129
TRUE
58
Jennifer LynnLepage
Vice President Of Business Development
Cornerstone Medical & Technology Finance
Kansas City, Missouri Area
Financial Services
JenniferL@cornerstonemf.com
816-347-0460
https://linkedin.com/in/jennifer-lynn-lepage-93a55b94
TRUE
59
JeremyDickstein
Director Of Business Development
LiftForward
Greater New York City Area
Financial Services
jeremydickstein@gmail.com
646 580 7748
https://linkedin.com/in/jeremy-dickstein-8707323
TRUE
60
Jorge EHerreraRegional ConsultantAmbit EnergyHouston, Texas AreaFinancial Services
jherrera@cashvaluebankers.com
https://linkedin.com/in/jorgeherreram
TRUE
61
John H.Peyton
Business Development Executive, Senior Client Advisor
exante data
Greater New York City Area
Financial Services
jhpeyton25@gmail.com
646-821-5524
https://linkedin.com/in/john-h-peyton-9a08a24
TRUE
62
JimWongChairman of the Board
National Veterans Transition Services, Inc. aka REBOOT
San Francisco Bay Area
Financial Servicesjim@nvtsi.org(847) 814-8880
https://linkedin.com/in/jimwong88
TRUE
63
JohnFragale
Executive Vice President
Graham Global Logistics
Greater Chicago AreaFinancial Servicesjjfragale@gmail.com
https://linkedin.com/in/john-fragale-6b94287
TRUE
64
Jarvis M.Reeves IIIAdviser / President
Taylor & Associates Insurance Services
Greater Los Angeles Area
Financial Services
jmreevesiii@taylorassocins.com
(800) 783-4951
https://linkedin.com/in/jreevesiii
TRUE
65
JakeMurphy
Financial Services Professional
Rise North CapitalGreater Boston AreaFinancial Services
jmurphy@risenorthcapital.com
9788770187
https://linkedin.com/in/jakewlmurphy
TRUE
66
JoelWilsfordCEO/FounderTrillium Solutions, LLCGreater Atlanta AreaFinancial Services
joel@richlifeadvisors.com
404-936-9130
https://linkedin.com/in/joelwilsford
TRUE
67
JohnsonEmersonInsurance AdvisorThe Hotaling Group
Greater New York City Area
Financial Services
johnsonemerson1@gmail.com
https://linkedin.com/in/johnson-emerson-a90baa129
TRUE
68
JoyWilner, CLTC®Advisor
Prevail Innovative Wealth Strategies
Kansas City, Missouri Area
Financial Servicesjoywilner7@gmail.com(913) 295-9500
https://linkedin.com/in/joy-wilner-cltc®-1813922
TRUE
69
JoePistole, CRPC, CLU
Investment Advisor Representative
Trinity Insurance & Financial Services, Inc.
Fort Smith, Arkansas Area
Financial Servicesjpistol@swbell.net
https://linkedin.com/in/joe-pistole-crpc-clu-39555595
TRUE
70
JoelleSpear, CFP®Financial Advisor
Canby Financial Advisors
Greater Boston AreaFinancial Services
jspear@canbyfinancial.com
617-721-7177
https://linkedin.com/in/joellespear
TRUE
71
JohnWitczakFinancial Advisor
High Point Capital Group Planning & Wealth Management
Greater Milwaukee Area
Financial Services
jwitczak@highpointcapitalgroup.com
https://linkedin.com/in/john-witczak-9b13a4168
TRUE
72
KellieLewelling, CPA, MSFinancial Advisor
Owens Estate and Wealth Strategies Group
Sacramento, California Area
Financial Services
kellie.lewelling@owensestateandwealth.com
https://linkedin.com/in/kellielewelling
TRUE
73
KevinCouper, CFP®DirectorSontag Advisory
Orange County, California Area
Financial Services
kevincouper@gmail.com
https://linkedin.com/in/kevincoupersontag
TRUE
74
KingsleyDavisFinancial AdvisorAvenue Wealth
Washington D.C. Metro Area
Financial Services
kingsley@avenuewealth.com
703.287.2115
https://linkedin.com/in/kingsleydavis
TRUE
75
KyleMartin, AAMS®Wealth AdvisorMurphy Financial GroupGreater Chicago AreaFinancial Services
kmartin029@gmail.com
630-220-3846
https://linkedin.com/in/kyle-martin-aams®-05033352
TRUE
76
KyleMcGrathAdvisorGerber, LLCColumbus, Ohio AreaFinancial Services
kyle.mcgrath@gerberclarity.com
https://linkedin.com/in/kyle-mcgrath-a515a558
TRUE
77
LawrenceBaxter
David T. Zhang Professor of the Practice of Law
Duke University School of Law
Raleigh-Durham, North Carolina Area
Financial Services
lawrencebaxter@me.com
https://linkedin.com/in/lawrence-baxter-8515005
TRUE
78
LewisGade
Advisor to Board of Directors
WorkChain.io
Greater Minneapolis-St. Paul Area
Financial Serviceslewisgade@neviza.com#ERROR!
https://linkedin.com/in/lewis-gade-05620b2
TRUE
79
LaurieMartin
President/Financial Advisor
Martin Tax & Financial Services
Kansas City, Missouri Area
Financial Services
lmartin@mikemartin.info
816-224-2560
https://linkedin.com/in/lauriemmartin
TRUE
80
LuisTrujillo, CAMS
Head of Global Compliance & Risk
Mezu, Inc.Orlando, Florida AreaFinancial Servicesltrujillo.cpa@gmail.com
https://linkedin.com/in/luis-trujillo-cams-362111a2
TRUE
81
AustinBarrancoFinancial Advisor
McDonald & Hagen Wealth Management
Montgomery, Alabama Area
Financial Services
mabarranco91@gmail.com
334-221-9297
https://linkedin.com/in/austin-barranco-12142a97
TRUE
82
MarkBertrangAdvisor
Interactive Financial Advisors
La Crosse, Wisconsin Area
Financial Services
mark@financialoscopy.com
608-782-5433
https://linkedin.com/in/markbertrang
TRUE
83
MattPorter, CFP®, AIF®Financial Advisor
Cornerstone Financial Advisors
Pocatello, Idaho AreaFinancial Servicesmatt@cfaidaho.net208-528-3902
https://linkedin.com/in/mattportercfp
TRUE
84
MattFranchina
Executive Financial Advisor/Managing Partner
Present Financial Partners and Insurance Associates, LLC.
Orange County, California Area
Financial Services
matthew.franchina@presentfp.com
https://linkedin.com/in/mattfranchina
TRUE
85
Matthew J.Hulse, RICP®Advisor
Premier Advisors Group, Inc.
Tulsa, Oklahoma AreaFinancial Services
matthewhulse@htk.com
(918) 664-6511 ex. 348
https://linkedin.com/in/matthewjhulse
TRUE
86
Mike
Eklund, CFP®, CRPC®, CFSLA
Financial Advisor
Financial Symmetry Inc.
Raleigh-Durham, North Carolina Area
Financial Services
meklund@financialsymmetry.com
773-251-0878
https://linkedin.com/in/mikeeklund
TRUE
87
MikeEngler
Financial Adviser and OSJ
Athlon Wealth Advisors
Baltimore, Maryland Area
Financial Services
mengler@athlonwealth.com
https://linkedin.com/in/mike-engler-5a7a6276
TRUE
88
MichaelKnee
Advisory Representative
Main Street Financial Services
Greater Boston AreaFinancial Services
michael@mainstreet-financial.net
603-898-2511
https://linkedin.com/in/mknee259
TRUE
89
MikeNavoneInvestment Advisor
Ensemble Capital Management
San Francisco Bay Area
Financial Services
mikenavone@gmail.com
https://linkedin.com/in/mikenavone
TRUE
90
MichaelPrince
Financial Advisor 858-366-6004 mike@financialdesignsltd.com
Financial Designs Ltd.
Greater San Diego Area
Financial Services
mikeprince6@gmail.com
https://linkedin.com/in/michael-prince-82320ab1
TRUE
91
Matthew S.
Berenbaum, CFCS/CAMS
BSA/AML Analyst
CFSB - Community Federal Savings Bank
Greater New York City Area
Financial Services
msberenbaum@gmail.com
(917) 562-2797
https://linkedin.com/in/msberenbaum
TRUE
92
NatalieMaxwell ShippFinancial Advisor
IMG Financial Group, Inc.
Houston, Texas AreaFinancial Services
natalie.shipp@imgfinancialgroup.com
832-369-9437
https://linkedin.com/in/natalie-maxwell-shipp-8060991b
TRUE
93
DionJackson Sr.Financial AdvisorPHP Agency, Inc.Greater Chicago AreaFinancial Servicesnidijackson@gmail.com
https://linkedin.com/in/dion-jackson-sr-561945135
TRUE
94
OrrinSchwabPresident
Orrin Schwab Associates
Greater Denver AreaFinancial Services
orrinschwab@gmail.com
https://linkedin.com/in/orrin-schwab-36630a5
TRUE
95
PhilipO'​ BrienManaging Director
Chiron Investment Management
Greater Chicago AreaFinancial Servicespobrien88@gmail.com
https://linkedin.com/in/philip-o-​-brien-5899938
TRUE
96
RickAbendIndependent AgentWorth Unlimited
Greenville, South Carolina Area
Financial Servicesrabend@yahoo.com864-244-0024
https://linkedin.com/in/rick-abend-100851133
TRUE
97
Randi FaithEngelbrecht
Private Client Relationship Advisor
Brown Advisory
Greater New York City Area
Financial Services
randiengelbrecht@yahoo.com
203 918 6000
https://linkedin.com/in/randi-faith-engelbrecht-a7834a25
TRUE
98
RandySinoway
Multiline Insurance Agent
Canoga Risk Management, LLC
Greater New York City Area
Financial Services
Randy@canogarisk.com
8605265000
https://linkedin.com/in/randysinoway
TRUE
99
RobertButeFinancial AdvisorDestiny Investments
Greater New Orleans Area
Financial Servicesrbute@ifgrr.com504-832-2117
https://linkedin.com/in/robertbute
TRUE
100
RichardDeBonoFinancial Advisor
David White & Associates
Sacramento, California Area
Financial Services
rdebono@dwassociates.com
https://linkedin.com/in/richarddebono
TRUE
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