Bio: Advisor since 2018, former architect married with two boys residing in Charlotte NC.

Bio: I Help Busy Professionals Create Tax-Efficient Income Plans In Order To Protect Their Lifestyle In Retirement.

Bio: World traveler and watch afficionado

Bio: Founder & CFP

Bio: Financial Advisor/Advisor Coach

Bio: WF/FA

Bio: I am a Senior Financial Advisor with Capital Street Financial Services in St. Paul, MN.

Bio: Founder of 3 Oaks Partners Investment Counsel. 25+ yrs as Fund Manager - launched RIA 2 yrs ago. Eager to learn / grow / collaborate through Apex

Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.

Bio: CFP of 20 years, married to Katie for 30 with 3 adult sons. Live in Germantown, TN. Enjoy running, reading, and spiritual growth.

Bio: Helping advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.

Bio: I am a former practicing CPA, business owner, insurance broker turned Retirement Income Planner bringing peace of mind to pre and current retirees.

Bio: Financial self-defense by day, physical self-defense by night as a financial advisor and Krav Maga instructor.

Bio: Excited to learn and grow

Bio: E.J. focuses on helping families and individuals make smart choices about their money, so that they can accomplish their goals and enjoy life.

Bio: We teach people how to have fun and still have money, and to Enjoy The Journey, The Process, and Your Life, and Family.

Bio: Private Wealth Manager

Bio: I’m a Certified National Social Security Advisor with a deep focus on retirement planning.

Bio: Founder @ Apex Acquisition