Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Helping people withstand & recover from LIFE by leveraging Ins. tools. My passion; to work with open-minded people to make money work smarter.

Bio: Founder of PFS Wealth Management Group and the Author of The S.M.A.R.T. Approach, A 5 Step Process to Life, Leadership and Investing

Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.

Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.

Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/

Bio: Helping people through sound retirement and estate decisions and music!

Bio: National Executive Director at Pearl Logic, Inc. Expert in Cost Reduction Consulting, specializing in Employee Group Healthcare.

Bio: Love nature , beach , golf and BBQ with family and friends. I am a country boy by association to this beautiful country

Bio: Help CPAs live better.

Bio: Insurance Agent/Investor

Bio: Working in Financial Services since 2011. Very passionate about do the best thing for the client

Bio: I'm a CPA based out of the San Francisco Bay Area.

Bio: Tax Strategy @ Strategic Associates

Bio: CPA | Mortgage | Real Estate | Insurance

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.

Bio: Glad to join ERT!

Bio: Jeff Stolper

Bio: Under construction ...

Bio: President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

Bio: Atul brings experience to helping clientele with their needs and goals related to tax, retirement, estate conservation & investments.

Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: Business Financing I MultiFunding Founder & CEO | Author | Speaker | Thought Leader | EO Phila President | Advisor to growth-focused business leaders

Bio: Financial advisor . Helping families and business owners put their financial house in order

Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh

Bio: Jonies guy

Bio: Joel Grushkin is ERT's cost segregation expert and has been working with our team since before ERT was established.

Bio: A member of Alpha Omega Wealth’s Infinite Banking team. Strategic Wealth Advocate bringing his passion and dynamic experience to every client meeting.