Bio: Doug Brandeen - Quillion WM

Bio: Retirement planner (CFP, EA) obsessed with minimizing taxes. Off-duty, I enjoy riding waves and snow, and the open road with family.

Bio: Creating a life, I love!

Bio: Jake Rawlings is a Certified Financial Planner and an Enrolled Agent and a Financial Advisor with CAPTRUST

Bio: Hi everyone. Looking forward to working with you.

Bio: Fred Rich

Bio: Principal/Director of Private Wealth Managment, Eltekon Advisors, LLC. 35+ years' experience providing custom portfolios and insurance.

Bio: Jessica Jung, Vast Wealth Advisors

Bio: Wealth Advisor at Retirement Planning Solutions

Bio: 40 year advisor, managing around $280 mil, hybrid and merged my practice with Wealth Enhacement Group in 2023

Bio: CEO LFG

Bio: https://www.dannahinvestmentgroup.com/team/kyle-edwin-scott-rodgers

Bio: Carroll, Ohio

Bio: Nicole is the Director of Operations for Disbennett Wealth Management Group.

Bio: Focused on what matters: trust, legacy & lifelong relationships.

Bio: CFP

Bio: Advisor

Bio: Registered Investment Advisor Representative (Series 65) with Kingswood Wealth Advisors LLC Series 7 and 63 with Kingswood Capital Partners LLC.

Bio: Hi, I'm Kate! I've been in the financial industry for over 20 years, married with 6 sons.

Bio: More than 30 years experience beginning at a wirehouse end ultimately independent.

Bio: Dual license firm in law and investments.

Bio: Wealth Creator and Protector. Debt and Tax Eliminator.

Bio: NY/CT based advisor

Bio: Alexi Sacco

Bio: Financial Advisor

Bio: Independent Financial Advisor, and former financial services executive who wants to make an impact by helping families achieve their financial goals.

Bio: Madison Partners

Bio: Just a small fish swimming in a large ocean