Bio: NYC fee only advisor, 2 weiner dogs, avid traveler, soccer and golf fan, animal rescue, cigar aficionado

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

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

Bio: Husband, dad, stock junkie & hockey fanatic.I have a hyper efficient high touch business serving corporate employees & business owners pre-retirement

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

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.

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

Bio: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.

Bio: Eric Runge: 20Y in markets, 1,000+ hrs in Bitcoin macro. Architect of Veritas’ Bitcoin sleeve—built for asymmetric upside & real protection.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.