Bio: Lover of Tacos 🌮 // Girl Dad x 👯‍♀️ // Former CFP 🤓 // 7-Figure Coach 💰 // Student of A Course In Miracles ✨

Bio: EAA Concierge | Community + Operations Behind the scenes supporting Jason and the Elite Advisor Academy member experience.

Bio: I am a 2x entrepreneur and help business owners and families in transition live bolder lives and leave bigger legacies.

Bio: financial advisor in Walnut Creek CA

Bio: Gabby McGrath

Bio: 10 years, 2 red heads, a move across the country. Still growing.

Bio: Taylor McCormick

Bio: NM advisor for 7 years and mom of two

Bio: Wealth Management Advisor / 9 yrs in and excited to keep growing

Bio: Wealth Management Advisor - Eau Claire WI

Bio: Kelsey Britten - Financial Advisor with Kools Wealth Management

Bio: Financial Advisor

Bio: I'm an FA located just outside of Austin, TX nearing the end of year 3 in the business.

Bio: Working on it

Bio: NM Financial Advisor for 9 years. Former professional dancer. Current passion project: opening an assisted living facility in honor of my grandfather.

Bio: Our mission is to serve successful & sophisticated immigrants transition smoothly to the US financial & tax system creating financial independence.

Bio: Father of two. Love working with my hands. Avid golfer. 15 years of corporate experience before transitioning into financial advising.

Bio: Wealth & Tax Architect for Healthcare Professionals with an Entrepreneurial mindset.

Bio: none

Bio: Financial Planning. Strategic life insurance strategies.

Bio: Financial Advisor based out of Mt. Juliet TN

Bio: With 22+ years of real estate and business experience, Michael Swift helps families build financial security through Northwestern Mutual.

Bio: Financial Professional with a Master’s in Educational Leadership, helping individuals, families, and professionals build financial security.

Bio: I help good-hearted people turn success into impact through intentional repositioning of existing assets and resources.

Bio: Advisor

Bio: .