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

Bio: Michael Apollonsky

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

Bio: Operations Advisor at January Capital Advisors

Bio: VFO Liaison: Elite Resource Team

Bio: To follow

Bio: Lori Day is a comprehensive financial planner, serving in CA, FL, NV, AZ, & has been in the financial services industry since 2006.

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com

Bio: Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems

Bio: Helping Agents & Advisors With Prospecting Strategies Meant for 2035 (also the most transparent 'marketer' you've ever talked with)

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

Bio: Deborah is the Director of Partnerships with Cultivate Advisors. We align when the business owner scales, grows and increases the enterprise value.

Bio: Optimizing Humans with Alt Tech