Bio: Tax Expert in ERTC and R&D Tax Credit

Bio: Certified Financial Planner with Skylight Financial Group. Dublin, Ohio

Bio: God & Family

Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.

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

Bio: A member of Alpha Omega Wealth’s Infinite Banking team. Strategic Wealth Advocate bringing his passion and dynamic experience to every client meeting.

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

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

Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.

Bio: Been self employed and small business owner since 1977. Most of my carrier has been in the construction industry. Making a change.

Bio: Help families communicate about wealth.

Bio: I am a Godly Family man that insurance industry since 2005, ! am licensed in all 50 states and my specialties are Medicare, Life, Annuity, LTC/STC

Bio: Under construction ...

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

Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.

Bio: Patriotic American.

Bio: I help people take the next right step.

Bio: Work with clients to create financial security. For fun, spoil my grandchildren.

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

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