Bio: CPA with 10+ years experience serving individuals, small businesses, and corporations with tax compliance and corporate accounting & finance services.

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

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

Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.

Bio: I am a Master Tax Strategist that help our clients accelerate their wealth journey to financial freedom using tax reduction methods we provide.

Bio: Father, husband, RE investor, entrepreneur, like to learn about finances, economy, productivity to grow and help to achieve goals.

Bio: Hi! I'm Jessamyn. I've worked in accounting for 5 years now and am preparing for the CPA exam. I enjoy going on adventures with my dog in my free time

Bio: Business Consultant - Dynamic Family Office, LLC

Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Chief Loophole Officer

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.

Bio: Under construction ...

Bio: Serve

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

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

Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

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

Bio: Help CPAs live better.

Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.

Bio: Proactive Facilitator

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

Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.