Bio: Tax Maverick

Bio: Certified Profit First Professional

Bio: I’m Cynthia, a tax strategist & real estate investor on a mission to help professionals keep more of what they earn — and turn it into lasting wealth.

Bio: Tax Maverick

Bio: DAP Brands

Bio: I'm a tax advisor helping real estate investors and those in the e-commerce space save a ton in taxes.

Bio: Business Owner and Strategic Supply Chain Consultant saving Tier ones and small businesses money by optimizing operations and supply chain activities.

Bio: PhD health behavior scientist helping high-achieving professionals build sustainable health that fits real life.

Bio: I’m Gareema Jain, MBA, EA, guiding clients turning tax complexity into long-term wealth strategy.

Bio: Founder & CEO @ Uppit AI. Sharing my knowledge of AI Automations through YouTube.

Bio: Managing Partner: Danclare Financial Group

Bio: Founder of Engarde Financial Group

Bio: Executive Assistant

Bio: Helping businesses implement strategies to drive positive change and boost Customer Success and Team Performance

Bio: CSM EA

Bio: Craig Green

Bio: Financial independence through education and intentional efforts. Educator, Coach, Investor, Dad, Husband, Connector.

Bio: Patrick Purtell, Boston born and raised very excited about what is to come.

Bio: As a former IT professional with three decades of experience, I am looking forward to transitioning to a new career as an Enrolled agent and a Tax Res

Bio: My name is Tanya Nguyen from Frisco, TX. I am currently a tax preparer and an entrepreneur. I’d love to learn and scale.

Bio: CPA - Empowering entrepreneurs to build, keep, and steward wealth through tax strategy, financial clarity, and purpose-driven advising.

Bio: Multifaceted professional with over 25 years of expertise as a lender specializing in commercial and residential new construction loans.

Bio: Hi, I am a CPA and a US Navy Veteran.