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Advisors to call now

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  1. Michelle Klisanich Navista Wealth Management, Inc., Minnetonka, Mn
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $355M to $632M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at navistawealth.com (firm_website); LinkedIn profile

    Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  2. Zachary Shrier Shrier Wealth Management, LLC, Los Angeles, Ca
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at shrierwealth.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  3. Lindsay Bourkoff Shrier Wealth Management, LLC, Los Angeles, Ca
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at shrierwealth.com (firm_website)

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  4. R•••• M••••• S•••••• • M•••••• L••, C••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $640M to $715M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at sweeneymichel.com (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  5. K•••••• W••••••• P•••••• W••••• M••••••••• L••, G•••• N•••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $272M to $484M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at palumbowm.com (firm_website)

    Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  6. A•• C•••••••• C•••••••••, J••••••••• F•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $240M to $269M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at covingtonalsina.com (hunter); LinkedIn profile

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  7. N••••••• B••••••••• B••••••••• • A••••••••• L••, W••••••••• D•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $244M to $273M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at burkholderassociates.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  8. S••••• H•••••• H•••••• • S•••••• W••••• S••••••••• L••, D•••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $238M to $265M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at hswscolorado.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  9. S•••• B••••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $288M to $322M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at eigerwealth.com (hunter)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  10. A••••• B•••• A••••••• P•••••• W•••••• L••, C••••• H•••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $760M to $849M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at atlanticpwa.com (hunter); LinkedIn profile

    Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  11. M••• R•••• L•••••••• F•••••••• P••••••• I•••, S•••• C•••• S•••••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $235M to $418M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at lakeshorefinancialplanning.com (hunter)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  12. P••• S••••• T•• P••••••• G••••, N••••••••• I•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $248M to $277M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at planning-group.com (firm_website); LinkedIn profile

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  13. G••• R••• A•••••••• W••••• P•••••••• L••, P••••••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $429M to $479M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at accretivewealthpartners.com (firm_website)

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  14. J••••• C•••••••• K••••••••• W••••• A•••••••, B••••••••• P•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $288M to $322M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at keyvantage.com (apollo); LinkedIn profile

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  15. D••••• S••••• 1••• W••••• L••, S•••• S••••••• G•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at 1776wealth.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  16. E•••• A••••• M• P•••••• W•••••• L••, S•• C•••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $343M to $611M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at maprivatewealth.com (firm_website)

    Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  17. C•••••• F••••• R•••••• F••••• L••, B••••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $126M to $225M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at robbinsfarley.com (firm_website); LinkedIn profile

    Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  18. T•••••• M•••••• M•••••• W••••• L••, M••••• P•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $238M to $266M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at memberswealthllc.com (apollo); LinkedIn profile

    Who else to call: 42 related advisors, 36 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  19. D•••• S••••• I••••••••• W•••••• L••, T••••• F•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $254M to $452M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at instrumentalwealth.com (firm_website)

    Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  20. S•••••••• B•••• A••••••• F••••••••, C•••••••• P•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $136M to $242M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at lpl.com (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  21. C•••• S••••••• S•••• F•••••••• A•••••••, C••••••• S••••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $131M to $234M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at salusfa.com (firm_website); LinkedIn profile

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  22. D••••• G•••••• I••••••••• P•••••• W••••• A••••••• L••, S•• D••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $217M to $243M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at ipwadvisors.com (hunter); LinkedIn profile

    Who else to call: 14 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  23. C••• F•••••• O•••• C•••••• M••••••••• L••, S•• D••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $185M to $330M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at orioncapitalmgmt.com (firm_website)

    Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  24. R••••• C••••• A•••••• W••••• M••••••••• L••, K•••••••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $173M to $308M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at archwaywealthstl.com (firm_website)

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  25. D••••• P•••••• H•• F•••••••• G••••, E••••••• C•••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $148M to $263M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at hwafinancialgroup.com (firm_website); LinkedIn profile

    Who else to call: 18 related advisors, 16 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  26. C•••••••• V• L••• O•• I••••••••• P•••••••, A•••••• T•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $133M to $237M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at investliveoak.com (firm_website); LinkedIn profile

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now; mid-move on the record.

  27. V••• C•••••••• S••••••• F•••••••• L••, A•••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $199M to $353M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at settannicpa.com (firm_website)

    Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  28. E•••• M•••• M•••• W••••• A••••••• L••, M••••••••• T•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $248M to $441M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at mccaywealth.com (firm_website)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  29. J•••• B••••• B••••••••• W••••• M••••••••• L••, J••••••••• F•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $150M to $267M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at birchcreekwealth.com (firm_website)

    Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  30. A•••• L• B•••• C•••••• A•••••••• L••, O••••••• C•••• O•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $125M to $222M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at bisoncapadvisors.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  31. R•••• D•••••• D•• I••••••••• A•••••••• L••, B•• C•••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $140M to $249M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at dbsia.net (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  32. M••• H••••• P••••• C•••••• M••••••••• L••, T•• W••••••••• T•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $454M to $507M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at peircecap.com (firm_website)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  33. M••• B••••••• C••••••••• A•••••••, T•••••• K•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $225M to $252M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at cstonegroup.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  34. P••••• T••••••• M••••••• C•••••• M••••••••• L••, D•••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Personal book $356M; portable $303M to $338M, revenue $500K to $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at monhegancapital.com (firm_website)

    Before a call: a dated reason to call now.

  35. J••• F•••••• M••••••• P•••••• W•••••• L••, P••••••••• P•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $136M to $242M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at magnoliapw.com (firm_website); LinkedIn profile

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  36. T•••• T••••••••• E••••• F•••••••• P••••••• L••, M••••••• W•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $278M to $496M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at enrichpartners.com (hunter)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  37. K••• S•••• C••••• C•••••• G••••, E••••••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $141M to $252M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at coopercapgroup.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  38. K•••• T••••• F••, A••••••• O•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $159M to $283M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at fmiardmore.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  39. M••••••• W•••• T•••••• W••••• M••••••••• L••, B•••••• P•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $200M to $355M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at trinity-wealth.com (firm_website); LinkedIn profile

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  40. B•••• V••••••••• S•••••• F•••••••• C•••••••• I•••, W••••••••• O•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $269M to $301M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at swisherfinancial.com (firm_website)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

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