Bio: James Ault, founder of Sooner Retirement, helps clients and CPAs create holistic retirement plans that maximize security and long-term success.

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

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

Bio: Carrying the Boats | Veracity Advisers

Bio: Hello! Currently, I live in Spring Hill, TN. I have an insurance background, but have decided to focus on financial planning. Excited to be here!

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

Bio: Glad to join ERT!

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

Bio: Wealth and Tax Strategist in Wisconsin and Colorado. Outside of work, love travel, learning Spanish, golf and hockey.

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

Bio: Under construction ...

Bio: Resume is attached

Bio: Business Consultant - Dynamic Family Office, LLC

Bio: Part owner in Seal Of Promise Wealth Management. Big supporter in my community.

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

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

Bio: Crushing chips and salsa like it’s my job...

Bio: I have served at every level in the field since 2006. Happily married with 2 children and a beagle. Reside in the Nashville, TN metro area.

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

Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.

Bio: I am Owner/Founder of BACK9 Advanced Tax Planning Solutions. I provide clients with proactive, advanced and holistic planning solutions. I enjoygolf!

Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: Patriotic American.

Bio: Help CPAs live better.

Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: We work w/business owners to generate more wealth by implementing strategies that reduce taxes, and protect assets to allow them to give generously.

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

Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

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

Bio: Chief Investment Officer for the Pelican Family Office in Southeast Louisiana.