Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.

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

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

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

Bio: CEO - Four Pillars Insurance Solutions, LLC - Father of Baseball Player, Husband

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

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

Bio: I'm a financial planner, who more importantly, is a husband, father, and grandfather. God, family, country!

Bio: Douglas Steinke

Bio: Help families communicate about wealth.

Bio: Financial Advisor. Lives in Indiana, Kentucky, and Florida. Love to fish!

Bio: Wealth Management - Investments & Holistic Financial Planning - Retirement, Business, Education and Estate

Bio: Financial advisor . Helping families and business owners put their financial house in order

Bio: younger women older whiskey faster horses

Bio: Somebody offered me a job at a mirror factory. That's something I could see myself doing!

Bio: Agent-Attorney using life and annuities to assist in estate planning.

Bio: Financial Advisor, Educator, Investor

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

Bio: Leslie is a financial advisor in Barrington, IL

Bio: I have served at every level in the field since 2006. Happily married with 2 children and a beagle. Reside in the Nashville, TN metro area.

Bio: President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

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

Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.

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

Bio: Matt O'Brien O'Brien Protected Financial President 33 yrs Wealth Manager(several banks) CFF

Bio: I am Ben Golden's Executive Assistant. Ben is a Certified Tax Planner and Tax Coach. He is an EA. handling tax resolution cases as well as planning.

Bio: I'm finding out that this seems like the place I've been looking for. I am in the financial side of insurance and my website is: ProvisionWS.com

Bio: Love people, numbers and strategies.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.