Bio: VFO Liaison: Elite Resource Team

Bio: Michael Apollonsky

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Independent Financial Advisor assisting High Net Families/Individuals, Corporate Executives and Business Owners develop effective wealth strategies.

Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.

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

Bio: Co-Founder of North Point Strategies | Practitioner for Firm Relationships | Guided by Principles and Prosperity | Hometown of Green Bay, WI

Bio: We love helping clients understand their business and grow value. We do this through a combined approach of virtual CFO services.

Bio: I'm a leadership & Org. Dev consultant, coach & author. My work has won international recognition for its innovation and impact in the SMB space.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.

Bio: Client Advisory Manager for Baldwin CPAs

Bio: Here to Skool you all.

Bio: I help CPAs and other business owners enjoy their careers and more profitability!

Bio: Financial Advisor at Wealth Innovation Group

Bio: Owner of Downing & Company, LLC in Portland, Oregon.

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

Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Bio: I'm a financial planner, CFP, and CPA out of Philadelphia who helps advisors free up their time and add expertise to their planning process.

Bio: To follow

Bio: CPA, CMA, EA, Managing Broker - Real Estate, Insurance Producer

Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.

Bio: A sustainable growth catalyst and trusted financial adviser to the most ambitious entrepreneurs. Founder and CEO of Compass CPA, PC.

Bio: Own RIA in Portland, OR. Love to travel to exotic places and learn about the history and meet new people.

Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.

Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.

Bio: Leslie is a financial advisor in Barrington, IL

Bio: Love to support businesses by helping them with strategic insurance planning and solutions to accomplish goals. We keep the American dream alive.