Bio: Don Feldman founded Keystone Business Transitions in 2007 which specializes in Succession and Exit Planning and valuation of closely-held companies.

Bio: Pam Brar, tax strategist and founder of Optimize Accounting Solutions reduces the tax stress for growing businesses and high-earning professionals.

Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: As a Tax Strategy CPA, I don’t just help clients save; I empower them. My mission is simple: to make taxes a tool for growth, not a burden.

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

Bio: CLU, ChSNC, LUTCF, Retirement Solutions Parter: Impacting Lives & Changing Retirement!

Bio: Proactive Coordinator- Kotini & Kotini

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

Bio: Glad to join ERT!

Bio: Noel Ciambotti

Bio: Jonies guy

Bio: Tracy Armstrong is a Certified College Funding Specialist. She has helped families pay for college without using their retirement and going broke.

Bio: Under construction ...

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

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

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Here to Skool you all.

Bio: VFO Liaison: Elite Resource Team

Bio: Unassuming yet scrappy. I have a Fractional Family Office serving clients from a philosophy of self ownership.

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

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

Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Bio: Owner and Visionary of Tailored Wealth Solutions

Bio: Christian is the Agent in Charge and COO of EPIC-LEGACY INSURANCE SOLUTIONS.

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

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