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

Bio: Life Insurance Specialist

Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.

Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Financial Coach interested in helping people get their financial house in order through our process "The Journey"

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

Bio: Help folks have peace of mind. Family, grandkids, outdoors, biking.

Bio: I'm a financial planner, who more importantly, is a husband, father, and grandfather. God, family, country!

Bio: Douglas Steinke

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: Helping creators, influencers, businesses, and nonprofits build real communities, not rented audiences, where supporters are rewarded: Everyone Wins!

Bio: Financial Advisor, Educator, Investor

Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.

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: Find true happiness in my family. Seeing others grow and succeed in their life brings joy.

Bio: Richard M. Cohen

Bio: Financial Advisor. Community member and Veteran in Las Vegas

Bio: Angelica Roxas: Tax Strategist & Fiduciary Advisor, recognized leader in tax planning & retirement.

Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh

Bio: Matt O'Brien O'Brien Protected Financial President 33 yrs Wealth Manager(several banks) CFF

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

Bio: President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

Bio: CPA | Mortgage | Real Estate | Insurance

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Works with business owners to maximize their wealth.

Bio: Resume is attached

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