Bio: I’m a father of two, a proud restaurant and childcare owner trying to lower tax bracket

Bio: Jamie Donelson, Dallas, TX. High W2 earner. Husband is entrepreneur. Invested heavy in his businesses, need to diversify to protect retirement fund.

Bio: Business Development Director

Bio: Pediatric PA and Father

Bio: God and Family

Bio: Board certified obstetrician/gynecologist, with focus on menopause medicine.

Bio: Boston based engineer working on satallites. Looking to reduce my tax burden, improve my financial literacy, and diversify my investments.

Bio: Jeff and I live in KC, he is retired, I am VP of leasing for a REIT. Our goals are to reduce taxes, diversify holdings & build generational wealth.

Bio: Optometrist.

Bio: Parents of 4. Businesses owners (Retail and Real Estate). Love the outdoors. Love to ski, water and snow, (I guess snow is still water).

Bio: Ev

Bio: Passionate about financial literacy. Seeking knowledge to enhance my value to others.

Bio: Anesthesia. W-2 worker. Looking to mitigate taxes, invest, and grow.

Bio: IT Director scaling into a tax-smart private-market investor—building wealth with intention, systems, and community.

Bio: Living life on my own terms. Skiing, biking & hiking my way through life. Adventure fuels my soul.

Bio: I am a 58 year old wife and mom looking to improve our financial situation. I own a small trucking company with my husband for the past 20 years.

Bio: Passionate about building and creating a strong financial future, investing in multiple assets and securing a strong future for ourselves & children.

Bio: Dallas native + Mom of 7 + Dr Kristi Quantum Health + Petbar Dallas/Frisco

Bio: Driven by service, fueled by growth, and rooted in community, I’m a nurse leader who loves mentoring and making a real difference.

Bio: Father and husband with a tenured career in wholesale Insurance sales, looking for financial freedom!

Bio: Investor/Entrepreneur with extensive experience in strategic growth and value creation in Multifamily and service businesses.

Bio: Wife: W-2, Husband: small business owner. Bounce between Texas and Colorado. Time is our most valuable asset.

Bio: Spencer Steiner

Bio: Hi

Bio: Mom of 4 - Real Estate Agent and business owner.

Bio: Co Founder of Quick Dry Restoration, Quick Restore and HomeGuard Environmental. Recently sold to private equity and excited for the next chapter

Bio: GENERAL Dentist in Las Vegas for 20 years. paid way too much in taxes. glad to get financial education and shift into investor mindset and identity

Bio: Looking to grow my net worth while diversifying my investments.

Bio: Founder of 3 Businesses: The Men’s Network-(Men's Community), AI-Driven Business Consulting & Marketing Agency, Luxury, Group & Corp Travel Agency

Bio: Here to learn more