Harris Fanaroff

Founder

Linked Revenue

Founders, senior executives, and sales leaders turn to us when they want to turn their network into revenue.

By maximizing your LinkedIn presence and activity, we cut through the noise, expand your reach, and build consistent deal flow.

That means content that builds trust, targeted outreach that starts real conversations, and strategic networking that drives results.

Our team is laser-focused on turning your existing relationships—and the ones you haven’t made yet—into high-quality sales meetings.

Learn more at https://linked-revenue.com/

Founder & CEO

Pontoon Solutions

Pontoon is a people-first organization. We architect innovative solutions that enable our clients to achieve optimal business outcomes and stay ahead of future challenges. 

Pontoon delivers transparent and data-driven MSP and RPO solutions that make our clients’ businesses fit for the future and support them to achieve their business goals. Backed by the power of the Adecco Group ecosystem we architect our clients' workforce of the future.

We architect innovative workforce solutions to achieve your business objectives. Through bigger thinking, bigger innovation, and bigger reach, we help you reimagine your way forward: www.pontoonsolutions.com.

Global Head of Client Relations

OKA (Otto Kroeger Associates)

OKA is a training and consulting company specializing in leadership and team development located in Fairfax, Virginia near Washington, DC. Since 1977, OKA has been changing the way you live and work through greater self-awareness and better self-management. Currently the nation's leader in EQ-i Certification, we use today's most effective assessment tools as foundations for our highly engaging, actionable presentations and training programs designed to develop greater individuals, leaders, teams, and organizations.

OKA partners across the government and commercial sectors and is a GSA schedule holder: GS-10F-0015R

Certification & Train the Trainer Workshops
• Emotional Intelligence EQi 2.0/ 360
• DRiV - Values, Motives, and Behaviors
• Pearman Personality Integrator
• Team Performance Inventory
• Hardiness Resilience Gauge
• Change Style Indicator
• Influence Style Indicator
• Decision Style Profile
• DLP/ELP 360
• Advanced Type and Emotional Intelligence
• MBTI Master Practitioner

Leader and Team Development Programs
• Developing Emotional Intelligence
• Understanding Your Values, Motives, and Behaviors
• Custom Leadership Development Programs
• High Performing Teams
• 360 Assessments
• Working Effectively Across Generations
• Developing Resilience
• Creating Safe to Speak Cultures and Teams
• Leveraging the Power of Personality Type
• Effective Decision Making
• Giving & Receiving Feedback
• Managing Conflict
• Having Difficult Conversations
• Leading Change
• Team Tools/ Team Dynamics

Leadership/Executive Coaching
OD/ Change Management Consulting
Leadership Accelerator for Women Coaching Program
Keynote Speaking

Vice President, Client Relationships

Director of Client Relationships

Athlete Roadmap

Athlete Roadmap is designed to support high-performing student-athletes navigate their way through transitions on the field, in the classroom, and in life.

Through a coaching approach, each program gives participants the integral skills to help them grow personally and professionally with the goal of providing the space, mental skills, and resources to help athletes navigate next steps.

Founder, Leadership & Mental Performance Coach

ACT Performance, LLC

I am an ICF-ACC Certified Coach that works with clients to help them unlock their potential. I provide a safe space for clients to learn about themselves and work on pursuing their dreams and goals. 

ACT (Accredited Coaching & Training) Performance LLC primarily works with two groups of clients: 
1. High School, College, and Pro athletes that are interested in working on the mental game.
2. High performing individuals inside organizations that are interested in early morning, late night, or weekend leadership coaching opportunities.

Associate Director, Business Development

Note this is not a job change, I just updated the company to reflect our standalone status. EAB was part of the Advisory Board Company, and then became a separate company.

Senior Manager, Account Management

Win Within Baseball 

Head Coach, Travel Baseball

The Advisory Board Company

• Develop relationships with key decision makers and main points of contact at member college/universities in the U.S., and Canada, and proactively manage these relationships to optimize the value of the Education Advisory Board research programs
• Work to secure annual renewal of membership contracts and corresponding service terms 
• Communicate and monitor member interests to the education research teams on a regular and ongoing basis
• Plan effective strategies for maintaining visibility of services and deliverables at member institutions
• Execute specific initiatives outlined in member service plans
• Facilitate new member orientations by phone or traveling to member institutions

Manager, Account Management

•	Strategized cultivation of territory and focused outreach campaigns to pursue best opportunities which resulted in scheduling over 150 on-site meetings and follow-ups
•	Recipient of the award given to the new hire that best demonstrates the ability to work through challenges by consistently hitting visit goal for two sales managers at one time
•	Selected to participate in ABC’s highly competitive Business Development Internship Program which included presentations in front of senior management
•	Facilitated a class for new-hires to learn the fundamentals of the Advisory Board Company
•	Effectively and successfully handled multiple responsibilities through optimizing time management coupled with upward management, all while working as a team to consistently achieve ambitious short-term and long-term goals

Senior Sales and Marketing Associate

Sales and Marketing Associate

Willco Companies

•  Conducted industrial and commercial property inspections with aligned managers
•  Enforced accountability and performed financial oversight on incoming rent
•  Calculated property value of perspective parcels using comparative data and research

Intern

Phillips Realty Capital

•  Validated and corrected financial and commercial real estate documents
•  Worked directly and gained exposure to a variety of financial loan structuring models
•  Performed due diligence on various commercial properties

Founder @ Linked Revenue | Sharing insights to help Executives and Sales Professionals generate more revenue from LinkedIn

We work with executives who’ve built impressive networks, and help them turn those relationships into revenue.

At Linked Revenue, we specialize in relationship-based selling. Everything we do is rooted in your voice, your network, and your goals.

We co-create content that feels natural to you, research where your connections can open doors, and send personalized outreach that leads to real conversations.

You don’t need to spend hours on LinkedIn. We keep you accountable to a process that works, while making sure your authentic voice shows up where it matters most.

We handle the content, posting, outreach, and engagement, so you stay focused on what you do best while still generating consistent deal flow.

We have helped our clients generate over $10M in revenue from LinkedIn. 

A little bit about me:

- I have a toddler son and baby daughter who are both the best and exhausting
- I was drafted by the Washington Nationals out of high school but got the yips in college 
- I am a certified leadership coach
- I have been to all 50 states
- I am lucky to have an amazing wife who is the rock for our family

Recent Wins:

✅ Helped the Founder &amp; CEO of a Future of Work SaaS company land enterprise deals and secure Series B funding by optimizing his LinkedIn presence and content strategy.

✅ Drove a 300% increase in inbound opportunities for a NYT best-selling author and keynote speaker, leading to more high-value speaking engagements and book sales.

✅ Scaled the LinkedIn presence of a Chief Revenue Officer at a high-growth AI company, directly contributing to a 7-figure pipeline through strategic content and network engagement.

✅ Partnered with 5 top sales professionals in employee benefits to establish them as thought leaders, leading to direct inbound leads from high target prospects.

✅ Worked with the CEO of a leading HR Tech startup to develop a LinkedIn strategy that resulted in multiple investor introductions and high-profile partnership opportunities.

If you're an Executive who is interested in generating more revenue from LinkedIn, I'd love to connect with you.

We help Executives generate more revenue from LinkedIn. 

We believe that Executives should share their distinct voice with the world so our process ensures it sounds like you (because you say it), but you don't have to spend time on the platform. 

Building your brand on LinkedIn is a huge asset for generating new B2B sales opportunities. 

We help you do that.

AllStreet Wealth

Financial Planner

Wealth.com

A part time role helping build the brand, share the message, improve the product, create and oversee the advisor council, and run the podcast and webinars.

Head of Community

RLS Wealth

Fee-Only Financial Advisor

Thrivent

Thrivent is a not-for-profit, Fortune 500 financial services membership organization helping more than 2 million members achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and many more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.

Financial Associate

Butler Business Consulting Group

The Butler Business Consulting Group is a consulting business designed to serve Indiana companies by offering innovative strategies that support profitable growth. Part of Butler University’s Lacy School of Business, our experienced professionals leverage the University’s resources to help solve business challenges. From strategy to marketing, sales, operations, and financial management, our professional team and subject matter experts work alongside clients to build solutions that have immediate and long term results.

Marketing Analyst

Eli Lilly and Company

Marketing Intern

Butler Business consulting group

Student Analyst

Lumavate

Marketing Analyst Associate

Heartland community church

Finance Intern

Williams-Manny Inc.

Marketing and Finance Intern

Top 100 Advisor By Investopedia. Helping 30-50 year old Business Owners and Those With Equity Comp Build Wealth 💰. Co-Founder & Financial Planner at AllStreet Wealth. Head of Community at Wealth.com

Hey there!

My name is Thomas Kopelman. I am the Co-Founder of AllStreet Wealth, a financial planning firm for very high income 30-50 year old entrepreneurs and those with equity comp. I am also a:

- Blogger (thomaskopelman.com)
- Content Creator (podcast: The Long Game Podcast)
- Entrepreneur (Own AllStreet Academy and AllStreet Wealth)
- Top 100 Advisor By Investopedia in 2022 and 2023
- 2023 Young Advisor To Watch
- Top 23 Millennial Financial Advisor by Business Insider

For way too long, this age demographic has been neglected by the financial services industry. There are a large number of high income earners in my generation that are craving good, quality financial planning. That is what we are here for.

Let’s face it, life in your 20’s, 30’s, and 40’s can be hard. You have Multiple jobs, student loans, marriage, kids, a new 🏡 , starting a business, paying for education for your kids, etc. Juggling all of that is enough let alone figuring out how to accomplish it financially. You don’t have the time nor do you want to have to learn about taxes, investing, equity compensation, estate planning, the best accounts to use, etc. Your time is best spent doing what you love!

That is why I am here, to help you figure out how to use your resources to live the life you want. Isn't that the goal? To live the life you have dreamed of?

At AllStreet Wealth, we help our clients move beyond the surface level goals they think they want and determine the lives they truly want to live. Our goal is to help our clients live fulfilled lives by identifying what is enough, building a plan that takes them in this direction, and keeping them on track when things change.

We meet our clients where they are in life and show them the intersection between 'personal' and 'finance' so they can ultimately live the life they want.

If you want to learn more:

https://www.allstreetwealth.com/thomas

Thomas Kopelman

Yeah… the markets may be getting crushed

But we couldn’t be having a better day over here

Nora Ryan Kopelman is officially here and she couldn’t be cuter

Financial Planner Helping 30-50 year old Business Owners and Those With Equity Comp Build Wealth 💰. Co-Founder at AllStreet Wealth. Head of Community at Wealth.com

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2025 has been an incredible year for us at AllStreet Wealth  

Here’s a quick recap of 2025:
- 65 new clients added
- 14 clients off boarded who weren’t great long term fits 
- 3 new clients signed already for 2026 with 10+ prospects on the calendar for Jan
- AUM growth from just under $20mil to $64m

In 2024, we did about $750k in revenue

Our goal this year was:
- low goal: $1mil
- mid goal: $1.25mil 
- stretch goal: $1.5mil

With a ton of hard work, we crushed $1.5mil this year 

And are hoping to get to $2mil next year (ARR of $1.8mil right now) 

It’s wild how efficient a team of an enrolled agent (he’s also a licensed financial advisor), director of ops, and a lead financial planner can be when we are all in our area of excellence

Let’s keep building!

Fall reviews are 75% of the way over for us 

We’ve prepped for all but 3 (still waiting on info from them)

This is the time of the year where we:
- update tax projections
- nail down and complete all tax planning moves before year end
- go through and make insurance changes 
- make investment changes 
- update clients estate plans and beneficiaries

It’s an extremely busy, but valuable season

We’ve never received more nice messages, comments, etc about the work we do and impact we have on our clients lives

And it has led to a lot of referrals to business partners, family/friends, etc. 

Being a financial advisor can be one of the most rewarding jobs in the world

“No one needs a financial advisor, personal finance is simple”

Okay, tell me exactly what you’d do here, this is a new client situation of mine

One spouse owns a sole prop in NY that will net $2.5mil this year (business blew up this year, only made $250k last year) 

Other spouse makes $400k at a large tech firm with RSUs being withheld at 22%

Sitting on $2mil of cash and has paid no tax estimates this year 

These are the things you’d have to think about:

1. Sole prop is horrible in NY

No PTET and all SE TAX. 

Need to evaluate partnership vs S corp, QBID (is not an SSTB), reasonable salary, etc

S Corp has added tax of about 9% tax, so worse in NYC than most other places

But at this level, it is still better than Solo props due to less SE tax, QBID, and PTET

Or could elect to be a partnership. More SE tax, but still has PTET and lower entity tax. Added 2.9% is better than 8.85% S Corp tax

2. Retirement accounts to use through business

Sep vs solo, pretax vs Roth, salary needed to utilize it correctly if S Corp, etc 

Do you hire spouse? Or own a partnership with them? Does that add a full other $70k?

Is it worth adding a Cash balance plan?

3. Retirement accounts through w2

Pretax vs Roth

Mega backdoor Roth

Utilizing her ESPP 

4. Taxes

Catch up on safe harbor payments, get estimates on what they owe, moving cash to minimize other income taxes, etc

Tax all strategies to reduce tax (many listed above) 

5. Investments and cash

Determine the right amount of cash, where it should be, etc

Then get the rest invested, come up with right allocation and location for those investments to minimize tax 

Make changes without incurring tax 

Consider direct indexing as they’ll have lots of capital gains in the future from the equity comp 

6. Insurances 

Nail down life, auto, homeowners, umbrella, life, and ensure they’re protected well inside and out of the business 

7. Estate planning

Get their estate plan and trust in place 

8. College education

Use extremely high income now to superfund a 529 and be done with it 

The tax planning here leads to well over $100k in tax savings this year alone 

Yes... the average person can manage their financial life and do FINE

But with a great tax you can do way better than fine 

This is why and how we can add so much value to our clients lives

I hear it all the time: “I make too much money to contribute to a Roth IRA”

It’s true, you can’t contribute directly if your income is too high

But there’s a workaround: the backdoor Roth

Here’s how it works:
1. Contribute to a traditional IRA (non-deductible)
2. Convert that amount to a Roth IRA

This works since there are no income limits to a non deductible IRA

3. important things to know:
1. Make sure you have no other IRA balances by 12/31 (SEP IRA, Traditional IRA, Simple IRA, Rollover IRA) but inherited IRAs are fine 
2. Don’t forget to file Form 8606
3. Invest the dollars once converted!

Big thing to note here: this is why in a lot of cases the best place to move your old 401(k) to is to a new 401(k)

Becoming wealthy is about planning 

But spending looks different depending on your income

There are two types of millionaires:
- Low-income millionaires: built wealth by living below their means. Smaller home, modest car, flying coach, etc.

- High-income millionaires: can sustain bigger spending because cash flow is high. Large home, luxury car, first-class travel, etc. 

Both paths work. 

The key is understanding your lane and spending in a way your income can actually support

Financial planning at $500,000 is not the same as it is at $50 million

Once your net worth crosses certain thresholds, the tools, conversations, and objectives change

Why?

Because the risks, opportunities, and complexity all increase

At this level, you’re no longer just trying to grow wealth

You’re managing multi-generational wealth

Here’s how planning evolves (and the key strategies ultra-high-net-worth families need to consider):

1. You can take a lot more risk, but you also don’t need to It can go both ways here. Because you have so much wealth, you can take a lot of risk on p

Open article: How Financial Planning Changes as Your Wealth Grows by Thomas Kopelman • 4 min read

How Financial Planning Changes as Your Wealth Grows

There are six weeks left in 2025

If you haven't started yet, this means it's time to make end of year tax & financial planning moves

Now, you may be wondering, “what strategies I should be considering?”

While not everything will apply to your unique situation, I want to share 20 moves to consider that can have a huge impact on your financial future:

Max out your 401(k), 403(b), 457, etc Max out your HSA Max out your Roth IRA (*you have until the tax filing deadline for this one) Max out your 529 p

Open article: Tax Moves to Make Before December 31st by Thomas Kopelman • 2 min read

Tax planning is a lifetime game

- Running projections
- Tax-loss harvesting
- Managing equity comp
- Reviewing past returns

Good tax planning can save you thousands, and bad planning can cost you even more

From today’s new episode about year-end tax moves to make:

You’ve heard people talk about moving to Florida or Texas to save on taxes

But Puerto Rico is a completely different conversation

In today's new episode, Wesley Gray, Ph.D. walks through:

• Why some high earners cut their tax bill by hundreds of thousands
• The residency rules people get wrong
• What life in Puerto Rico is really like

Great breakdown from someone who’s lived it for years

If you want to donate to charity, it makes sense to have a plan

Especially now that the first .5% of AGI is not deductible

For my clients, that means $5k-$25k+ is not deductible  

This is where bunching and DAFs start to make sense

Using a donor-advised fund (DAF) gives more control over the dollars while still getting the tax benefits in the current year

And allows you to donate highly appreciated stock and stack the tax benefits

Insurance is crucial to your success financially

But most people I come across make the same, huge mistakes

I want to help you make the best decisions for you and your family

So here are 5 common insurance mistakes I see + how to avoid them:

1) Focusing on small dollar risks For most people with wealth, the goal of insurance is to protect you against the biggest risks and the largest outla

Open article: 5 Common Insurance Mistakes (& How to Avoid Them) by Thomas Kopelman • 3 min read

5 Common Insurance Mistakes (& How to Avoid Them)

Most people are their own worst enemy when it comes to investing

There’s a reason the market averaged just under 8% from 2001-2020 yet the average investor averaged under 3%

Becoming more educated leads to better investing

Here are 8 charts to help you become a better investor:

1) Odds of stock market positive returns (by time frame) I see 2 types of people often: The person who views the market as gambling The person who thi

Open article: 8 Visuals That Will Make You a Better Investor by Thomas Kopelman • 4 min read

8 Visuals That Will Make You a Better Investor

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The Battle

Harris Fanaroff

Thomas Kopelman

Followers

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The Battle

Harris Fanaroff

Thomas Kopelman

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Thomas Kopelman's LinkedIn Performance

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Performance ScoreThomas Kopelman's LinkedIn Performance