Bio: Jerry Fetta is an entrepureneur, author, investor and philanthropist. He is the owner of Fetta Financial Alliance, a Virtual Family Office.

Bio: I’m a CPA, and founder of HK Financial Advisory. Our goal is to help increase financial literacy and wealth for small businesses and everyday people.

Bio: Make Money with AI is a community to help others learn skills and gain experience in using Ai to make money.

Bio: Qualified plan specialist - 100% of my revenue is from retirement plans.

Bio: Owner of CPA Orlando

Bio: Louisville KY

Bio: Owner of Snow Wealth Management Ooltewah TN

Bio: Not sure if being an accountant makes me a nerd or a genius

Bio: I help families and business owners build lasting financial security through life insurance with living benefits, IUL strategies, Tax free retirement

Bio: Executive VP at Parkhill Capital Group, Thomas Barber is a tax & finance expert, advisor consultant, Cornell grad & industry leader.

Bio: A Certified Public Accountant (CPA) with four years of experience specializing in proactive tax planning for individuals and businesses.

Bio: Anna-Marie Lovell serves as an Advanced Planning Lead at Collective VFO.

Bio: Hi there

Bio: I am a CPA in the Dallas area, I focus on mostly on small business owners, investors, and high-net worth individuals.

Bio: I'm a licensed Certified Public Accountant in the state of California and have over 25 years experience served individuals and the small business.

Bio: California CPA who used to be a banker.

Bio: CPA, Tax Adviser, Investment Advisor

Bio: Non-Traditional Financial Advisor

Bio: Dallas CPA with 40 years of experience in tax compliance and advisiing.

Bio: Owner - Buehrle Family Office LLC

Bio: Born and raised in Rochester MN. Attended the Univ of MN. Mortgage Banker for 15 years prior to joining the Financial Services business 24 yrs ago.

Bio: I help people invest in tax-free retirement vehicles and I am interested in learning further about tax savings to benefit my clients.

Bio: I do retirement planning, wealth management, insurance, & financial education. Have a passion for helping people be prepared so they can retire happy!

Bio: Senior Internal Wholesaler at Access Capital Group

Bio: Associate Advisor

Bio: https://www.linkedin.com/in/bo-wang-022b8071/

Bio: Evan Anderson is a jack-of-all-trades with a storied career that reflects that fact. He and his wife enjoy getting out into nature in their free time.

Bio: In progress.