Bio: Located in Chicagland.

Bio: Helping families & businesses build & protect wealth that provides guaranteed growth & income and transitioning to tax-free assets.

Bio: I have been in the financial services business from 1987 onward.

Bio: Resume is attached

Bio: Wealth Battle

Bio: I have been a tax advisor for 27 years, focusing mostly on Dentists. Michael Uadiale invited me to join SMEED CPA, and I'm thrilled to be on the team

Bio: I have been in the accounting industry for 4 years now and recently graduated with my bachelor's degree in accounting.

Bio: Founder of Clear Harbor Wealth Management in Destin, FL

Bio: We partner with CPA’s and Advisors to bring down your clients overall tax bill utilizing R&D tax credits at both the federal and state levels.

Bio: My name is Chad Anderson and I currently reside in the Phoenix area with an office in Gilbert, AZ. We work with Retirees and business owners.

Bio: I help provide groups of 50+ across the country with super-charged benefits solutions that mitigate taxes, healthcare spend, and risks.

Bio: Naval Academy Oceanography USMC Aviation Cordis J&J Sales Alliance Bernstein VP GenSpring SVP Seaside Bank Pres BNY Mellon MD MakingLuck - CEO

Bio: Enrolled Agent and Certified Public Accountant, serving clients over 14 years, specializing in small business and trust/estate tax planning.

Bio: Tax Expert in ERTC and R&D Tax Credit

Bio: Seasoned CPA with a passion for helping business owners achieve their dreams through sound accounting and financial strategies

Bio: Financial Advisor/Agency Partner - First Financial Group - Dublin, OH

Bio: CPA & Certified Tax Strategist with a passion of helping SMB business owners and HI/HNW taxpayers by employing adv tax reduction strategies.

Bio: Josh and his team help the successor trustee settle the estates twice as fast (6-9 months) at half the cost ($12k) with lower risk.

Bio: A

Bio: I am a Non-Traditional Financial Strategist.

Bio: Commercial Solar

Bio: Been an advisor for 30 years and work on a team of 6. Father of 5 boys

Bio: Certified Financial Planner with Skylight Financial Group. Dublin, Ohio

Bio: I am the Managing Partner of Brickstone & Associates, LLC an Accounting and Management Advisor Firm based in Washington DC

Bio: As Co-Founder and President of AGS Advisor’s Benefits Group, we bring knowledge and experience to help clients build custom benefits programs.

Bio: MultiFunding helps businesses achieve growth goals through creative, personalized funding. We leverage relationships with top of lenders cross country

Bio: Steven has more than 3 decades of experience in capital markets, consulting and wealth management.

Bio: CPA based in Highlands Ranch, CO. Focused on providing value to clients through the year rather than just transactional relationships.

Bio: National Executive Director at Pearl Logic, Inc. Expert in Cost Reduction Consulting, specializing in Employee Group Healthcare.