Bio: In financial services industry since 2015. Former professional soccer player. Arsenal and Barca fan! Always eager to learn and improve.

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: Hello! Currently, I live in Spring Hill, TN. I have an insurance background, but have decided to focus on financial planning. Excited to be here!

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: Helping advisors streamline ops & elevate outcomes inside the VFO model | Passionate about strategy, service, & impact

Bio: To be added.

Bio: Focused on helping business owners grow the value of their largest asset while simultaneously getting ready to have a great exit.

Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: SoCal native helping advisors exceed their client's expectations with advanced life insurance planning techniques.

Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.

Bio: Wealth and Tax Strategist in Wisconsin and Colorado. Outside of work, love travel, learning Spanish, golf and hockey.

Bio: Enabling Financial Freedom

Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/

Bio: An advisor who enjoys the outdoors. When I help families figure out and plan for their why's in life, I too have the ability to live out mine.

Bio: President and Founder of Digital Financial, fractional CFO and bookkeeping firm. Long Island, NY and love to boat!

Bio: Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution.

Bio: Help CPAs live better.

Bio: Jocinta (Jo for short) is the founder and owner of Zircon Financial Services. She’s been in the financial industry for nearly 30 years.

Bio: Vince Annable, is CEO and founder of VFO Advisory Group and Wealth Strategies Advisory Group. He is also creator of The Household Endowment Model®.

Bio: Michael Apollonsky is a Marketing Manager at Elite Resource Team. He runs paid ad campaigns, optimizes advertising funnels and more.

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: Owner of Downing & Company, LLC in Portland, Oregon.

Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.

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

Bio: CFP, LL.M. in int tax, offshore planning, wealth management with offices in VA & NJ. Look forward to EMG networking. Playing guitar with my band.

Bio: https://collectivevfo.com/

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

Bio: Fast growing firm focused on proactive tax planning.

Bio: Coming Soon

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