Bio: Michael Apollonsky

Bio: VFO Liaison: Elite Resource Team

Bio: Commercial Solar

Bio: Provide U.S. International Tax Services to companies and individuals with outbound and inbound activities. Expert on export tax incentives.

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

Bio: Tom Suvansri is a financial strategist and is the founder of Perennial Pride, a company that helps clients maximize their wealth with less risk.

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: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

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

Bio: I have been a Financial Advisor for 17 years.

Bio: I help CPAs and other business owners enjoy their careers and more profitability!

Bio: For 40 years I have provided estate planning services: Wills and Revocable Living Trusts, Asset Protection and Dynasty Trusts, etc.

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

Bio: .

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

Bio: Cashflow strategist coordinating family office services to maximize potential, efficiency & empower preeminent legacies for established entrepreneurs.

Bio: I'm finding out that this seems like the place I've been looking for. I am in the financial side of insurance and my website is: ProvisionWS.com

Bio: When you lose your CPA, they retire, or you lose a key employee in the accounting department role. Think of a Rescue CFO. Call/Text 949-482-2617

Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.

Bio: Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com

Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Bio: Real Estate Family Office Services, helping families manage and/or transition real estate assets.

Bio: Wealth Management Advisor in the DC Area

Bio: I specialize in the appraisal and liquidation of a life insurance contract that a senior client may no longer need or can afford. A Life Settlement.

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

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: Eric Runge: 20Y in markets, 1,000+ hrs in Bitcoin macro. Architect of Veritas’ Bitcoin sleeve—built for asymmetric upside & real protection.

Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.

Bio: Brett is an advanced tax & wealth advisor for affluent families, business owners, corp execs, professional athletes and entertainers.

Bio: Own RIA in Portland, OR. Love to travel to exotic places and learn about the history and meet new people.