Bio: Love to be outside!

Bio: I am a Proactive Planning Facilitator with Pelican Family Office looking to learn and share best practices with everyone in the group.

Bio: Chief Investment Officer for the Pelican Family Office in Southeast Louisiana.

Bio: I am a CPA in the Dallas area, I focus on mostly on small business owners, investors, and high-net worth individuals.

Bio: CPA gone CFP…Let the games begin

Bio: Investment Advisor / Agency Owner / ACI Bull Harbor Fund Strategist

Bio: Founder of PFS Wealth Management Group and the Author of The S.M.A.R.T. Approach, A 5 Step Process to Life, Leadership and Investing

Bio: Financial Advisor

Bio: Owner of RLB Financial and financial advisor

Bio: By implementing strategic financial solutions, Pam empowers companies to improve cash flow, and achieve long-term financial sustainability.

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

Bio: Tax planning for business owners & professionals. Reducing tax liabilities working with tax attorneys across the US.

Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.

Bio: Hi! I'm the Proactive Coordinator at Veritas Wealth Management for Eric Runge.

Bio: Businessman

Bio: CPA, CGA (Canada), CMA and CIA (USA) Practicing CPA, d/b/a DCB Accounting and Tax Services Fin Advisory in Investments and Insurance WFG Affiliate

Bio: James Ault, founder of Sooner Retirement, helps clients and CPAs create holistic retirement plans that maximize security and long-term success.

Bio: Our firm has over 60yrs of combined experience helping individuals and businesses plan for the future using various strategies tools and technique's.

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

Bio: An advisor who enjoys the outdoors. When I help families figure out and plan for their why's in life, I too have the ability to live out mine.

Bio: Mr. Remis is Founder of The Accounting Doctor and a CPA for over 25 years. He provides tax preparation, tax advisory and tax resolution services.

Bio: Dan Kaibel, CFP, CLTC Principal of Purpose Financial Planning LLC. enjoys Church involvement & following Chicago sports (sometimes more than others).

Bio: Father of 2 Husband of 1 Financial Advisor

Bio: Founder - Treasure Valley Financial Planning.

Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.

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

Bio: CLU, ChSNC, LUTCF, Retirement Solutions Parter: Impacting Lives & Changing Retirement!

Bio: ESL VP of Business Development focused on selling companies in Consumer & Business Svcs sectors like HVAC, Roofing, Fencing, Logistics, Vets, & Dental

Bio: I’m a 23 year veteran in the securities industry. I have a business partner and we have a small boutique firm in Northern CA in the East Bay.

Bio: Commercial Solar