Bio: California CPA who used to be a banker.

Bio: CPA with 10+ years experience serving individuals, small businesses, and corporations with tax compliance and corporate accounting & finance services.

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

Bio: Over Twenty-five years of extensive, Accounting, Audit, Taxation and management services.

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Todd A Veillon, ChFC

Bio: Retirement Income and Legacy Consultant, Financial Team Collaborator, Pastor, Author, Podcaster, Avid Golfer, and Grandfather.

Bio: Mr. Remis is Founder of The Accounting Doctor and a CPA for over 25 years. He provides tax preparation, tax advisory and tax resolution services.

Bio: Charlie is a Florida State graduate who works as a financial planning analyst in Atlanta, GA.

Bio: My name is Al Devji, Devji Wealth Management. Our firm is located in the Houston, TX area. We work with successful Bus owners and physicians.

Bio: Insurance girl for over 25 years. I have done it all: P&C, commercial, employee benefits, Medicare, ACA and for the last 2 years Annuities.

Bio: NYC fee only advisor, 2 weiner dogs, avid traveler, soccer and golf fan, animal rescue, cigar aficionado

Bio: God & Family

Bio: Here to Skool you all.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: 100X My Knowledge Provides our clients access to Industry Thought Leaders, Subject Matter experts and Specialists. "Talk To US...Expertise Matters"

Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.

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

Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.

Bio: Financial Advisor, Educator, Investor

Bio: Financial advisor . Helping families and business owners put their financial house in order

Bio: Somebody offered me a job at a mirror factory. That's something I could see myself doing!

Bio: rk with business owners and high networth individuals to plan for efficient use of their wealth.

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

Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Under construction ...

Bio: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.