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

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

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

Bio: A financial advisor and tax planning specialist at LifePlan, uniquely positioned with a dual background in financial advising and tax planning.

Bio: I have been a copier, network technician for 28 years. I have recently went out on my own to dabble in the Medicare field. Am so glad to be here.

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: Business Consultant - Dynamic Family Office, LLC

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

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.

Bio: Under construction ...

Bio: Roger is an 831b private re-insurance expert. He educates CPA's and advisors about the risk and tax benefits associated with private reinsurance.

Bio: Father and Son team who look to Grow and Protect America's Wealth

Bio: I help CPAs and other business owners enjoy their careers and more profitability!

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

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

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

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

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

Bio: younger women older whiskey faster horses

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

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

Bio: Patriotic American.

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: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

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