Bio: Small business owner with big aspirations and goals. I enjoy cigars, whiskey and doing home renovations!

Bio: Here to learn!!

Bio: Lets Grow Together Strong. IT Professional.

Bio: Newly married and looking to grow our future together with smart investing since we are both new to this

Bio: We believe that it is a blessing to be a blessing. Through strategic investing, we want to be able to help more people.

Bio: Lifetime baddy player who loves the sport!

Bio: I’m an Engineering PM at Fortune 500 company in Bay Area with 25yrs of Silicon design industry experience! Looking forward to rise with the tide!

Bio: Focused on growing my financial literacy and making smarter money choices.

Bio: Hi my name is Nibia Miller, I’m from Palm Springs CA.

Bio: Gwen is a retired school principal, and Pat is a retired jeweler. We have farms and rental properties.

Bio: Investment & Tax Savings Enthusiastic

Bio: Jamie Donelson, Dallas, TX. High W2 earner. Husband is entrepreneur. Invested heavy in his businesses, need to diversify to protect retirement fund.

Bio: Business Development Director

Bio: Pediatric PA and Father

Bio: God and Family

Bio: Board certified obstetrician/gynecologist, with focus on menopause medicine.

Bio: Boston based engineer working on satallites. Looking to reduce my tax burden, improve my financial literacy, and diversify my investments.

Bio: Jeff and I live in KC, he is retired, I am VP of leasing for a REIT. Our goals are to reduce taxes, diversify holdings & build generational wealth.

Bio: Optometrist.

Bio: Parents of 4. Businesses owners (Retail and Real Estate). Love the outdoors. Love to ski, water and snow, (I guess snow is still water).

Bio: Ev

Bio: Passionate about financial literacy. Seeking knowledge to enhance my value to others.

Bio: Anesthesia. W-2 worker. Looking to mitigate taxes, invest, and grow.

Bio: IT Director scaling into a tax-smart private-market investor—building wealth with intention, systems, and community.

Bio: Living life on my own terms. Skiing, biking & hiking my way through life. Adventure fuels my soul.

Bio: I am a 58 year old wife and mom looking to improve our financial situation. I own a small trucking company with my husband for the past 20 years.

Bio: Passionate about building and creating a strong financial future, investing in multiple assets and securing a strong future for ourselves & children.

Bio: Dallas native + Mom of 7 + Dr Kristi Quantum Health + Petbar Dallas/Frisco

Bio: Driven by service, fueled by growth, and rooted in community, I’m a nurse leader who loves mentoring and making a real difference.

Bio: Father and husband with a tenured career in wholesale Insurance sales, looking for financial freedom!