Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Julio Gonzalez, The Most Interesting Man in Tax, is CEO and Chairman of Engineered Tax Services which is the country’s largest resource of tax credits

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Bio: Sipos Financial

Bio: Private Wealth Advisor for Wisdom Pointe Wealth Advisors, 20+ years as a financial advisor

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Bio: Head Visionary - Journey Well Financial Partners. Father, husband, wanna-a-be world traveler, and pontoon captain.

Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

Bio: Fiduciary financial advisor . Over 30 years in the business and focus on retirement and small businesses .

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

Bio: Entrepreneur, spiritual teacher, dad, husband

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: I am the co-founder of the EDP Assurance, LLC. I love helping individuals succeed! For fun I like to saltwater fish, racing bicycles and travel!

Bio: VFO Liaison: Elite Resource Team

Bio: Michael Apollonsky

Bio: Jonies guy

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: CEO @ Skool