Bio: Tax Maverick

Bio: Optimizing Humans with Alt Tech

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

Bio: Adviser Digital

Bio: Scott Keffer is a Business Growth Coach and Best Selling Author, who helps successful financial advisors double their income with half the clients.

Bio: Founder and Managing Director of Adagio Group, the Applied Mathematical Econophysics Research Firm, and Author of The Shadow Banker’s Secrets.

Bio: VFO Liaison: Elite Resource Team

Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.

Bio: COO at Jucebox, focused on ROI Coaching and Marketing for Life & Annuity Agents. COO of JB Growth Partners and JB Wealth Advisors.

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