Bio: Scott Keffer is a Business Growth Coach and Best Selling Author, who helps successful financial advisors double their income with half the clients.

Bio: Jim Fratello Old Colony Investment Services Norwell ma Jim @Jamesfratello.com

Bio: Jaime Malm Owner and founder of Iron Horse Financial Services

Bio: financial professional

Bio: Marc Goldstein Associates, LLC Managing Member

Bio: .

Bio: Expanding my mind and staying current

Bio: Ken has been married to his wife, Lynne, since 1981 and they have three adult children, a beautiful granddaughter and three wonderful grandsons.

Bio: 20+ years in business. Estate planning attorney. Focused on retirement income planning.

Bio: Turning your existing relationships into $100K+ opportunities. Creator of the Proximity Matrix™. Over $100M in client results.

Bio: Life agent

Bio: Over 20 years in the Insurance industry, and over 40 years in financial services. MBA, BBA, USMC (ret)

Bio: Dan Hagler, CFP®, AEP® is a Financial Educator, Author, Speaker, Tax and Retirement Income Specialist.

Bio: to be added soon. stay tuned!

Bio: I am a financial advisor that focus on serving business owners

Bio: I am the President of Herring Wealth Management

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Bio: Marine Corps veteran, founder of Legacy Financial, and Certified Financial Fiduciary® helping people plan for a more secure retirement.

Bio: Wealth Advisor. I lead a virtual family office team at Farther. Outside the office, I enjoy the outdoors with my wife Luiza.

Bio: IAR in Clt

Bio: Financial Advisor

Bio: Senior Advisor and Founder of RLJ Wealth Management

Bio: Own several small businesses in marketing, finance and insurance.

Bio: Owner at Connect Wealth

Bio: There are a million ways to make money - Jeff's why has been to help people figure out what to do with their money once they have earned it.

Bio: CPA and CFP(r) | Helping High-Net-Worth Executives & Retirees Secure Their Lifestyle & Legacy | Tax Planning & Wealth Management

Bio: It's not my corvette, but I get a lot of credit for it.

Bio: Retirement advisor, tax slayer, wealth architect

Bio: CFP and Enrolled Agent since 1984