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

Bio: Chad has 6 yrs experience as a Regional Consultant, specializing in 1031 exchanges and Opportunity Zone investing. He now heads Strategic Sales at CF.

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

Bio: Writer, essayist, poet

Bio: Manager of Client Relations at Inception Financial, helping private clients turn tax liability into long-term wealth, legacy, and clean energy impact.

Bio: 25 year career in I.T. before move into financial services.. I’ve been an Edward Jones Financial Advisor since 2016. 1987 graduate of The Citadel

Bio: Helping people withstand & recover from LIFE by leveraging Ins. tools. My passion; to work with open-minded people to make money work smarter.