Bio: I am retired military 22 years and after my last 5 years coaching my troops with their finances, I have started my career as a financial advisor.

Bio: Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems

Bio: Owner of a Financial Planner firm, The Big Picture Group, in Dallas, TX. I am married for 32 yrs., 2 great children, & a new grandson.

Bio: Hello. My name is Junior Dees and I live in Tifton GA. I am the owner of Dees Wealth Management. I love helping people reach their Financial Goals!

Bio: World traveler and watch afficionado

Bio: I have been in the Financial Services Business for over 40 years. My wife Arlene and I, live in Aurora, Ohio.