Bio: Jim has been in the financial planning and insurance brokerage business since 1982

Bio: Peer-reviewed provider of tax (prep, planning & projections), accounting & reporting, and advisory services to individuals, entrepreneurs, and SMEs.

Bio: Visit https://www.jimmusgrave.com/about-our-company

Bio: Jesse Moreno, CFA, CFP® is an 18-year financial services industry veteran. Specialties include capital gains tax-mitigation case design.

Bio: Copywriter

Bio: Jerry Shen, CFP®, founder of JerryWealthTalks, helps families plan cross-border wealth with clarity, care, and 19 years of expertise.

Bio: Located in Chicagland.

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

Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh

Bio: Founder of The Tax Planning Pros and tax strategist, helping business owners transform their approach to taxes, growth, wealth, and legacy.

Bio: McHenry Advisers- Director of Strategic Relationships

Bio: Comprehensive Financial Advisor at McAdam Financial. Series 65, Life & Health, CRPC™

Bio: Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA).

Bio: I am the managing partner of ELO CPA's & Advisors, a top 400 accounting firm as ranked by Accounting Today.

Bio: Over two decades of experience helping business owners, corporate executives and professionals pursue their passions and their life’s ambitions.

Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom

Bio: TFA-Agent

Bio: I really enjoy helping others become better versions of themselves!

Bio: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.

Bio: Financial Advisor. Lives in Indiana, Kentucky, and Florida. Love to fish!

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

Bio: Jake Rothman serves clients with comprehensive wealth management on a fiduciary, fee-only basis, leaning on his background as a CPA and investor.

Bio: Provides advisory firms with the expertise and resources they need to deliver comprehensive outsourced financial plans for their clients.

Bio: Jacob is President and CEO of Ascendancy. Ascendancy is a firm that helps construction companies increase profits and decrease tax liabilities.

Bio: Recovering CPA, speaker, software developer, and serial entrepreneur, passionate 4 innovating tax firms & helping find peace, hope, & love in work.

Bio: I help clients build wealth by implementing an investment approach based on academic Nobel Prize-winning investment principles.

Bio: Fractional CFO working with small to medium size businesses helping them To scale their businesses for growth without growing broke

Bio: Ms. Torres is Managing Partner of Global Law, and Founder and CEO of Global Tax. Ms.Torres is a veteran tax attorney with 30 years of experience.

Bio: CEO of a tax/usiness advisory firm. I have been in business since 1992

Bio: Hi, my name is Hal Cromwell. I am from Austin, Texas and my company is Watkins Insurance Group. We are in the the risk management/insurance space.