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

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

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

Bio: I help people take the next right step.

Bio: Patriotic American.

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

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

Bio: Under construction ...

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: Help families communicate about wealth.

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

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

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

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

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

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

Bio: God & Family

Bio: Business Consultant - Dynamic Family Office, LLC

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

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.

Bio: Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power | samwalters.info

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

Bio: Insurance girl for over 25 years. I have done it all: P&C, commercial, employee benefits, Medicare, ACA and for the last 2 years Annuities.

Bio: Carrying the Boats | Veracity Advisers

Bio: A financial advisor and tax planning specialist at LifePlan, uniquely positioned with a dual background in financial advising and tax planning.

Bio: CPA with 10+ years experience serving individuals, small businesses, and corporations with tax compliance and corporate accounting & finance services.

Bio: Agent with New York Life for 11 years.

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Justin is an entrepreneur in solar and tax credits, helping businesses reduce taxes through energy investments and scalable financial strategies.