| 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. |