Bio: W2 employee looking to start a family office, reduce taxes as I convert IRA funds. End goal: raise daughter's financial literacy so she can take over.

Bio: Musician and Water Technology Company owner. Trying to change the world in a positive way and not lose my soul chasing money. Www.h2omaxx.com

Bio: Career professionals looking to make some moves to strengthen our portfolio and achieve some financial goals.

Bio: Lifetime Vermonter, faith, family, friends & freedom! Certified Fraud Examiner. Fraud Risk Analyst. Deut 8:18

Bio: My brain tells me I’m 17. My body tells me I’m 37. I spend my time reconciling the two.