🔒 The Collection · Recruiting Roster (Redacted)

Platform Recruiting Roster

Public-safe, redacted view of the recruiting roster. Contact details (emails and phone numbers) are intentionally removed. The full contact record is held privately by the engine.

Internal use only · not indexed · redacted · roster updated 2026-06-09 · page generated 2026-06-09 15:16
21
People
14
Enrolled
2
Attended, not enrolled
5
Advocates
🔒 Redacted page. No emails or phone numbers appear anywhere on this page. An Advocate joined and runs their own AI system — advocates are always invited so they can pass the link onward. “Confirm” flags mark items awaiting confirmation.
Name Company / Role Status AdvocateOwn AI system Always Invited Last Attended Notes & Follow-up
Joseph Diosana Real Estate Host Advocate Nolan Dreeson + Thatcher Dreeson Always - ADVOCATE: joined AND runs own AI system ("Nolan Dreeson + Thatcher Dreeson"). Always-invited (standing/recurring invite to share link onward).
Brad Reinking Real Estate Enrolled Advocate Apex + Peter Always - ADVOCATE: joined AND runs own AI system ("Apex"). Always-invited (standing/recurring invite to share link onward). | ADVOCATE: runs own AI system ("Apex + Peter" — two AICIVs). Always-invited.
John McGuire Property Management Enrolled Advocate Fulcrum Always - Fynanc invest fwd Jan 14 | ADVOCATE: joined AND runs own AI system ("Fulcrum"). Always-invited (standing/recurring invite to share link onward).
Travis Thompson - Enrolled Advocate Delta Always - ADVOCATE: runs own AI system ("Delta"). Always-invited. Contact pulled from KB (inter-system mail + CRM).
Vishal Doddanna Real Estate Enrolled Advocate Vantage Always - ADVOCATE: joined AND runs own AI system ("Vantage"). Always-invited (standing/recurring invite to share link onward).
Billy Ryder Consulting Enrolled - - - 2026-05-26 ATTENDED. August follow-up with Jared.
Bryce Lohr - Enrolled - - - - PLEX Feb 11, Cornerstone Apr 15, Fynanc Apr 23
Francis Miller - Enrolled - - - - -
L Berkwits - Enrolled - - - - -
Mark Taylor - Enrolled - - - - -
Mason Ippel - Enrolled - - - 2026-05-26 ATTENDED. Sign up after vacation.
Matt McFarlane - Enrolled - - - - PLEX Mar 10, Comparison Apr 13, Fynanc Apr 23
Michael Harrington Mortgage/Lending Enrolled - - - - -
Rajeev Real Estate Enrolled - - - - -
Rob Dold - Enrolled - - - - -
George Antone (Fynanc) Financial Planning Attended (not enrolled) - - - 2026-05-19 INVITED + ATTENDED Platform demo May 19 (with Carl). Assistant = Swanee Heidberg. FOLLOW UP: business-level meeting with their CEO, Ron.
Ron Howard - Attended (not enrolled) - - - 2026-05-26 ATTENDED the last Platform demo (May 26).
Anthony Aceves - Invited - - - - -
Melanie (makrvf) - Invited - - - - Added from calendar (confirm)
Sunil Jayanna - Invited - - - - -
Swanee Heidberg (Fynanc) — asst. to George Antone Financial Planning Invited - - - - Suwanee = assistant for George Antone (FYNANC). Both INVITED. George Antone attended Platform demo May 19 (with Carl). FOLLOW UP DIRECTLY: secure a business-level meeting with their CEO, Ron.