Bio: The biggest high is when clients succeed

Bio: Jerry Fetta is an entrepureneur, author, investor and philanthropist. He is the owner of Fetta Financial Alliance, a Virtual Family Office.

Bio: Qualified plan specialist - 100% of my revenue is from retirement plans.

Bio: CEO and Founder, Vibrant Wealth

Bio: Louisville KY

Bio: Owner of Snow Wealth Management Ooltewah TN

Bio: As a serial entrepreneur, Greg Maddox provides his clients with the same long-term planning he used to make his own businesses successful.

Bio: I help families and business owners build lasting financial security through life insurance with living benefits, IUL strategies, Tax free retirement

Bio: Anna-Marie Lovell serves as an Advanced Planning Lead at Collective VFO.

Bio: Owner of CPA Orlando

Bio: I’m a CPA, and founder of HK Financial Advisory. Our goal is to help increase financial literacy and wealth for small businesses and everyday people.

Bio: I'm a licensed Certified Public Accountant in the state of California and have over 25 years experience served individuals and the small business.

Bio: CPA, Tax Adviser, Investment Advisor

Bio: Ms. Torres is Managing Partner of Global Law, and Founder and CEO of Global Tax. Ms.Torres is a veteran tax attorney with 30 years of experience.

Bio: Non-Traditional Financial Advisor

Bio: Dallas CPA with 40 years of experience in tax compliance and advisiing.

Bio: I do retirement planning, wealth management, insurance, & financial education. Have a passion for helping people be prepared so they can retire happy!

Bio: Owner - Buehrle Family Office LLC

Bio: California CPA who used to be a banker.

Bio: Any tips on the learning curve of this program would be appreciated.

Bio: Associate Advisor

Bio: I am a CPA in the Dallas area, I focus on mostly on small business owners, investors, and high-net worth individuals.

Bio: Over 30 years in the business

Bio: https://www.linkedin.com/in/bo-wang-022b8071/

Bio: Hey I’m nema, I’m from Philadelphia, pa and I am a professional graffiti artist, mural artist, and graphic designer and logo designer.

Bio: Proactive Tax Planning

Bio: ...