Bio: CEO of Trained Advisor

Bio: I help clients and advisors understand the strategies and opportunities to help reduce taxes, protect wealth and structure legacies.

Bio: Legacy Planning Academy Admin and Marketing

Bio: Dad, accountant, and aviation junky

Bio: Specializing in pre and post retirement planning

Bio: Contracts & Licensing, New Business Associate

Bio: to add

Bio: www.ToddHalterman.com

Bio: Thom Park, Ph.D., 77, has had 7 successful careers across the military, coaching, a D1A AD, Wall Street, the PCA Church, leadership, and family.

Bio: Dan retired from financial services (1/2018) (“Dan Gallagher, MBA, CLU, ChFC, CFP®, CBI®”) to focus on endeavors as an author. More at AuthorDan.com

Bio: Under construction

Bio: Began insurance career in 1988.

Bio: CPA

Bio: Wealth strategist - I work with my team helping our clients to reduce income and estate taxes to improve their financial future...

Bio: Erin Fountain, EA, RSSA - helps those with retirement on their horizon determine their best scenario for claiming Social Security retirement benefits.

Bio: Financial Professional

Bio: I specialize in helping sales professionals and small business owners achieve their goals through a unique system that fosters strong relationships.

Bio: JOSIEL PEREZ Certified Financial Educator Phone: 626-487-2720 WebSite: josielperez.com

Bio: I'll come back to this

Bio: Retirement Planning Advisor

Bio: Josiel Perez -Financial Professional

Bio: Always learning and looking to improve!

Bio: Dallas (Southlake) Texas Married with 4 kids 16 and under Wealth Strategist

Bio: Private Wealth Manager with over 28 years of experience in the wealth management industry.

Bio: I grew up in PA, went to College in TX and moved to FL right after graduation. I graduated from SMU with a BS in Economics w/ Financial applications.

Bio: Employer group benefits consultant and life insurance advisor. Wife pictured is Cathrina, and we have two boys Thaddeus and Solomon.