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

Bio: Tax Law Expert. Here to make your business more profitable!

Bio: Coastal CPA Firm Ormond Beach, FL

Bio: Founder of KB Smith Professional Corporation with over 20+ years of experience in tax preparation and tax planning and accounting services.

Bio: Hopefully, I can be a part of making this world a better place to live in!

Bio: Michelle Bustamante

Bio: Proactive Facilitator

Bio: CPA, Entrepreneur

Bio: Frank Gutta is a CPA and Personal Financial Specialist. Frank is an author of “Your Safe Retirement Roadmap.

Bio: We are a CPA and a Wealth Management firm focused on tax and wealth creation. Father, husband and avid kite surfer

Bio: Jose Ortiz, CPA – Founder of The Scale Collective, helping high earners reduce taxes and build wealth.

Bio: Testing 123

Bio: CPA & Tax Strategist

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

Bio: Proactive Tax Planning

Bio: 25 years of accounting and finance experience with a CPA and EA designation. Focused on tax strategy and strategic tax preparation.

Bio: Background is in the Research and Development tax credit. I enjoy connecting clients with each other to help their businesses grow. Husband, dad of 2!

Bio: Owner of Amata Accounting Inc with experience in taxes, business management, and advisory, with my niche being the entertainment industry.

Bio: I help U.S. based entrepreneurs save money on taxes and grow their business through education and proactive planning.

Bio: VP of Client Relations for Inception Financial and have been in solar/finance for 15 years helping folks reduce tax liability via renewables.

Bio: A sought-after speaker about qualified retirement plans, Bruce is a consultant for McHenry Advisers, an actuarial consulting firm offering TPA service

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: Tom Suvansri is a financial strategist and is the founder of Perennial Pride, a company that helps clients maximize their wealth with less risk.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Financial Advisor at Wealth Innovation Group

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom

Bio: Proactive Coordinator- Kotini & Kotini

Bio: VFO Liaison: Elite Resource Team