Bio: Father and husband, probably financially illiterate, definitely caught in the rat race.

Bio: Former college athletics administrator ~20 years; now caretaking for parents & building small side businesses. Good at saving, newer to investing

Bio: Family man living in Southern California. Work as a sales professional in commercial HVAC and looking forward to collaborating with the team!

Bio: IT Professional - Here to level up my financial acumen

Bio: Mom, wife and Project manager making my “dream income” but still not getting ahead. Goal to decrease tax burden and increase net worth

Bio: Nursing instructor and Army Veteran- would like to get more generational wealth and put what I have to work to make more money and pay less in taxes

Bio: Military family looking to leave a family legacy