Bio: Tax Maverick

Bio: PhD health behavior scientist helping high-achieving professionals build sustainable health that fits real life.

Bio: Marlene Guzman, co-founder of RG Financial Group, empowers clients with expert tax strategies and personalized solutions in Houston, TX

Bio: CPA / Tax Strategist specializing in saving business owners and high net worth individuals on taxes.

Bio: Are You Exit Ready?

Bio: Advocate for financial literacy and wellness, leveraging practical financial knowledge to support business growth and long-term success.

Bio: One two three

Bio: I've been helping families and business take the steps towards their financial future.

Bio: I have been involved in financial services for more decades than I care to admit. I primarily work virtually and am located in the Chicago metro.

Bio: Reynaldo Jean-Francois

Bio: Executive Assistant

Bio: Tax strategist with an HR consulting background, currently doing B2B and looking to level up my client list and save clients from the tax burdens.

Bio: Life & Annuities since 2015, health since 2024- My initial motivator was recognizing that my 401k would not last. I got an IUL and then got my license

Bio: DAP Brands