Bio: CFP®, CPA Firm Consultant, Systems Efficiency | AI-Adept | Effective workflows for small firms & solos | Priming for advisory growth & potential exit

Bio: Founder of a mastermind for top vacation rental leaders to grow faster together.

Bio: Building a support service for adult daughters caring for a parent with dementia. Created a relatable guide to ease burnout/guilt. Zoom groups later.

Bio: Former Marine Construction executive building a proprietary, AI-driven platform for the industry.

Bio: Www.caribbeantrails.com