Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Series 7, 63, 65. CA Life/Health Insurance. Tax Plan IQ.

Bio: Tax Planner for Businesses & High Net Worth Individuals

Bio: Fin. Professional (Life Ins) @Worthington Financial Partners since 2015. Lic in CA, HI, MD, DC, VA. Experienced 15+ yrs w/contract negotiations-mgmt.

Bio: Frank Gutta is a CPA and Personal Financial Specialist. Frank is an author of “Your Safe Retirement Roadmap.

Bio: Founder & Director of Advanced Planning @ Common Cents Group Inc. Aristocrat of the soul. NYC.

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

Bio: Marketing Director & Referral Relations Manager Golden Tax Relief | IRS Trouble Solvers

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: Chad has 6 yrs experience as a Regional Consultant, specializing in 1031 exchanges and Opportunity Zone investing. He now heads Strategic Sales at CF.

Bio: I am a Fiduciary Advisor, Untaxable Wealth Strategist & Tax Reduction planner

Bio: Crushing chips and salsa like it’s my job...