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

Bio: CFP, LL.M. in int tax, offshore planning, wealth management with offices in VA & NJ. Look forward to EMG networking. Playing guitar with my band.

Bio: Financial planner. New York Life. Licenses life and health, series 6, 63, 7, and 65

Bio: MN / Insurance/ Wealth Management/ Married with 2 Kids/ Snowmobiling / Woodworking

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: I am CEO & Co-Founder of Core Family Office

Bio: Hopefully, I can be a part of making this world a better place to live in!

Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing

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

Bio: Help CPAs live better.

Bio: *

Bio: Here to Skool you all.

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

Bio: Proactive Facilitator

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