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

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

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

Bio: Fin. Professional (Life Ins) @Worthington Financial Partners since 2015. Lic in CA, HI, MD, DC, VA. Experienced 15+ yrs w/contract negotiations-mgmt.

Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Tax Plan IQ.

Bio: Financial Advisor: 26+ yrs. Agency Founder/Owner: 22+ yrs. Floor Trader: Donaldson, Lufkin, Jenrette. Market Maker: PaineWebber & Co.