Bio: Former Army SOF 75RR turned financial advisor after medical retirement. I'm currently a solo advisor at Raymond James out of Boulder, CO.

Bio: Matt Miller Financial Advisor at Thrivent

Bio: Broker in multiple type of insurance and investments, Financial educator

Bio: Helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients --> nataliehales.com

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