Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: Live Wealthy!

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

Bio: Proactive Facilitator

Bio: Worked in financial services for 39 years and create value by creating comprehensive and holistic financial and estate plans for private clients.

Bio: Squirrel Wrangler and Cat Whisperer!

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

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

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

Bio: Douglas Steinke

Bio: Financial Advisor, Educator, Investor

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Fiduciary financial advisor . Over 30 years in the business and focus on retirement and small businesses .

Bio: Owner of Downing & Company, LLC in Portland, Oregon.

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.