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

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: VFO Liaison: Elite Resource Team

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

Bio: Michael Apollonsky

Bio: Joel Grushkin is ERT's cost segregation expert and has been working with our team since before ERT was established.

Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing

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

Bio: Here to Skool you all.

Bio: Founder at Fletchermethod.com

Bio: Founder of ListKit

Bio: COO at Jucebox, focused on training and business development for Financial Advisors.

Bio: Provide U.S. International Tax Services to companies and individuals with outbound and inbound activities. Expert on export tax incentives.

Bio: Co-Founder of Growthworks.io

Bio: Optimizing Humans with Alt Tech

Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.

Bio: Some dude who likes funnels...

Bio: I help growth-minded entrepreneurs protect, own, and monetize their creations using IP and AI-driven innovation to scale their businesses.

Bio: Crushing chips and salsa like it’s my job...

Bio: Principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants.

Bio: Member Success Manager | B.A. of Sociology & Psychology University of California, Santa Barbara

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: Yogi and coach, facilitating holistic transformation, connection and well-being!

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