Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many […]

Liam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents. Founder of the MTD Foundation outreach ministry. Married […]

Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions. […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

Leisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions. Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve […]

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun […]

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun […]

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age. Ronald’s initial journey led him to the nursing field, where he dedicated eight years of his life working […]

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning military members who are seeking clarity and guidance during this pivotal time in […]

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

It’s only natural that Kevin A. Guttman helps people with reverse mortgages. He’s been around real estate practically his whole life. His parents were realtors and investors in southern California. Kevin grew up tagging along with his dad to look at properties, and he learned early on what makes a good real estate investment. As […]

His new book “Unlock The Sales Game” has become an instant best-seller among business owners and entrepreneurs across the globe.Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review. As trust becomes the most important currency in the new […]

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide […]

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide […]

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to […]

Dr. John is a 3-Time Martial Arts Hall of Fame inductee, 2-Time Best-Selling Author, and international speaker, coach, and trainer committed to helping individuals and organizations become World-Class Masters of Who They Are and What They Do. He is a 2021 recipient of the Presidential Lifetime Achievement Award and was recently named as one of […]

Founder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his wildly profitable virtual marketing system. Learn more: http://clientsblackbox.com/

Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their unique needs. The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs […]

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their unique needs. The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs […]

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Their focus is on customizing employee benefits plans for businesses to reduce or eliminate costs […]

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, he’s made it his mission to help as many people avoid spending down all their assets to pay for care as he can through creative planning strategies. Ryan […]

Liz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital leaders by helping them to better engage with patients through digital communication strategies, programs, and awareness campaigns. Liz was previously Director of Marketing for Digi International before venturing out in 2013 as a healthcare marketing entrepreneur, building a base of small […]

Don Graves is the president of the Housing Wealth Institute and an Adjunct Instructor at the American College of Financial Services. He is one of the nation’s leading educators on incorporating reverse mortgages into retirement income planning. Don has been quoted in Forbes Magazine, featured on PBS, and is a sought-after professional speaker whose workshops […]

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan […]

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan […]

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York. He has served the business community by providing tax reduction strategies, […]

I started in Retirement Preservation Planning 22 years ago as the Tech Bubble started moving towards a meltdown and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager as my Father was the Regional Director of the Nation’s largest Brokerage […]

Mason Carhart is a Financial Advisor from Southern Oregon with a heart for small communities. Mason graduated from Crater High School, and then from the University of Oregon with a Master’s degree in Applied Economics. Mason spends his days visiting clients and working with local Community Leaders such as Eagle Point Rotary and Medford Parks […]

John Briggs is not just known for his expressive t-shirts, but for going against the big 4 Accounting firms with his “new workday normal” Rockstar business culture and jaw-dropping quarterly revenue increases of 492%! But how did he do it? Many people have been dying to know John’s secrets. Fear not, because he recently composed […]

Justin Cooke co-founded the company Empire Flippers, a leading marketplace for buying and selling online businesses. He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive investors looking for cash flow. Learn more: https://empireflippers.com/ | https://webstreet.co/

Brady Jensen is a multifaceted professional who has traversed the realms of tech sales, product marketing, and entrepreneurship, but his true passion lies in bridging the often contentious gap between sales and marketing. Hailed as Inside Sales Rep of the Year at Jive Software, Brady’s natural sales success was evident from the start. However, his […]

Paul is a seasoned independent Wealth Manager with a focus on providing retirement income planning requirements for people to live their desired lifestyle. Another specialty is helping Business Owners with Exit Planning Strategies to maximize this important asset. A devoted outdoors enthusiast living in the Western US as an avid skier and biker, Paul resides […]

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

From 1979 to 1984 I owned a small transportation company in Southern California. I lost my business partner in a tragic auto accident. Unfortunately had an “Unfunded” Buy-Sell agreement and I was forced to sell our company to pay his family and fulfill my partnership obligation. I have leveraged this experience and other life events […]

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. My team and I take the time to educate each client […]

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. “My team and I take the time to educate each client […]

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. My team and I take the time to educate each client […]

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

As a Financial Advisor at Wealth Design Group, she is motivated by helping single women and their families in her community develop and achieve financial goals that are unique to their financial picture. More specifically, she specializes in financial planning, retirement accounts, business retirement plans, gifting or giving strategies, education funding, debt management, social security […]

Hailing from Staten Island, NY, and now nestled in central Connecticut, Steven Calascione AKA Steve Class, is a force in the entrepreneurial world. With adventures spanning over 30 countries and depths explored as a passionate scuba diver, his zest for life parallels his business acumen. In just three years, Steve founded and propelled three service-based […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of! Knowledge […]

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives. In order to have the independence needed, […]

Kaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track record, she has positively impacted the lives of the families she serves by incorporating a holistic approach […]

CRO leading Domain’s 500-person commercial team. Stanford MBA/MA, Global Director at Google and Uber, McKinsey consultant. Worked in the U.S., Europe, Australia, and Africa. Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., […]

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement. John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York. He has served the business community by providing tax reduction […]

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it […]

Introducing Mark, the financial planner at Second Comma, a trusted partner in striving for financial success. Mark helps his clients navigate the complexities of personal finance, ensuring they make informed decisions to secure their financial future. By following Mark’s advice, couples can gain control over their finances, start saving for their dream home, and even […]

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred deeply understands they all need to work together in his client’s financial lives. In order to have the independence needed, and the […]

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

Cory Roberson serves as the Founder/CEO of FIN Compliance (FinCompliance.io), a comprehensive consortium specializing in compliance, consulting, and training management solutions tailored to assist boutique investment firms in structuring, maintaining, and enhancing their internal regulatory review programs. In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training […]

I started in Retirement Preservation Planning 22 years ago as the Tech Bubble, started moving towards a meltdown, and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager, as my Father was the Regional Director of the Nation’s largest Brokerage […]

Jeff Buehner is the world’s foremost expert on the writings of the richest man to ever walk the earth – Sultan Musa of Mali. For 25 years, Jeff has used historical lessons in wealth-building to help his clients take control of their lives, manage their feelings, and achieve their dreams. Jeff recently authored The Sultan’s […]

Troy Thompson is the owner and founder of Angel Of Freedom Financial. He works with a proactive team of specialists who provide tremendous value in the areas of tax, law, wealth management, risk management, estate planning, and business development. This holistic approach multiplies and accelerates current plans, and identifies areas for enhancement. Troy has over […]

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives. To have the independence needed, and the […]

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

Linda is a lifetime entrepreneur, international best-selling author, and accomplished musician. Growing up with 7 highly competitive brothers, she learned the importance of standing out by learning how to play the piano. Her early business lessons led her to become a professional musician at the age of 14, and within a few years led to […]

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

Jamie McKibbin is a System Design Strategist who has been in the consulting industry for over 12 years. Jamie has a BS in Economics from the University of Pittsburgh. He’s co-founded 4 companies utilizing his experience in neural network mapping methodology. Jamie has worked with several Fortune 100 companies and exited his first business at […]

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

Stuart is a highly accomplished financial success consultant with a strong background in strategic business and a passion for helping families achieve financial independence. With an MBA in Strategic Business from Hofstra University, as well as a computer science degree and behavioral science minor from NYIT, Stuart possesses a unique blend of analytical skills and […]

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York. He has served the business community by providing tax reduction strategies, […]

Albert is a seasoned entrepreneur with an impressive track record. As the author of two Amazon Best Sellers, he has solidified his expertise in the business world. Throughout his career, Albert has had the privilege of working alongside renowned mentors such as Grant Cardone, Bill Walsh, and Tony Robbins, among others. With nearly four decades […]

He has lived in Charlotte since 1987 and has been protecting families and businesses since 2003. After 19 years of corporate industrial sales (and associated travel), He wanted to be more impactful and serve the concerns of the people who matter most, the people closest to home. His commitment started with health and life coverages […]

Michael Ross spent 34 years with one of the largest banks on Wall Street and then became an independent Financial Advisor in 2021. He is the author of the Amazon Best Seller: The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick, as well as multiple Webinars and talks around portfolio management and […]

Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of! Knowledge […]

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

Steven is the Founder and Managing Partner of EmergeCounsel, whose mission is to provide a worldwide clientele with legal counsel on the protection of intellectual property and business assets at a lower price point than large legal firms. In order to fulfill its mission, Steven developed systems-based approaches, which combine best-in-class legal technology for legal […]

Coty Church is the Owner and Founder of Tap Energy LLC.He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives. Learn more:https://www.tapenergyllc.com

Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor’s Degree in […]

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

A native of Columbia, SC, Ben is a Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has […]

Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for […]

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friends” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk’s deep expertise […]

A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over […]

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

Sherry grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get […]

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™ President, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has […]

Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up […]

Mr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish. Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual […]

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com

Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But I was determined to create a better and more fulfilling life for myself and I’ve been able to do that with the gift of perseverance and resilience. I’ve had my share of knocks, but I always get up and […]

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional […]

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.linkedin.com/in/james-haass-aa611377/ or […]

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are. The synchronization of these two games of life allows her clients to live their professional lives with […]

Jacques Skuteeki is a McGill graduate in Economics and Marketing. Started his career in sales and then got his first dream job in the pharmaceutical industry. Then, his interest was to get into Hospital Supplies so he could learn about group purchasing, his next step was to discover the world of Diagnostics; quickly after he […]

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. The MattReiner.com site was created from Matt’s passion to […]

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it […]

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies. As an RICP (Retirement Income Certified […]

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services focusing on retirement strategies. As an RICP (Retirement Income Certified Professional), he […]

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

Ashley Cline is a Digital Marketing Consultant and Freelancing Expert. With more than 15 years of experience in the digital marketing space, she specializes in building strategic marketing plans, mapping strategy execution, and collaborating to optimize tactics that drive increased performance for clients, primarily in the Events & Entertainment space but has extensive experience working […]

Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and […]

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

Christian Boucousis, widely known as Boo, is a world-renowned professional speaker with a reputation for delivering life-changing insights. With thousands of 5-star Google reviews, Boo is one of the most impactful speakers on individual and organizational performance in today’s high-paced digital economy. He is credited with helping global leaders, including McDonalds, Zurich, Pfizer, Microsoft, Specsavers, […]

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

What do you do when life’s advantages disappear? Brent Hines knows firsthand the overwhelm and frustration that comes from years of searching for the formula of a high-performing life. In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight.Today, Brent […]

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other […]

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

Renée Kennedy brings over 20 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other […]

No matter where in the world Jill is or what she’s doing – she’s always focusing on creating connections across languages and cultures. After studying and teaching internationally, Jill brought her PhD in Linguistic Anthropology to the corporate world, where she worked as a user researcher for Sapient and then oversaw Language, Culture & Diversity […]

By the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In addition […]

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other […]

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

David F. Royer entered the financial services industry after completing his military obligation. He began studying the growing IRA Distribution market in 2002 and today he is a nationally recognized speaker and trainer in qualified plan distribution. He has trained thousands of financial advisors and agents in the discipline of qualified retirement plan accumulation and […]

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

Jason is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is a founding partner of GW Partners (formerly known as Global Wired Advisors) and South Col, a growth fund that invests in brand-driven consumer product businesses. Before launching […]

Patrick is a structured settlement specialist in tune with the requests of his various clients using his dedication and knowledge of the business. After graduating from Arizona State, Patrick worked in the back office at Symetra Financial and assisted structured settlement brokers with different problems and questions. Through his work with Symetra, Patrick worked first-hand […]

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping […]

Fiachra “Figs” O’Sullivan is a Licensed Marriage and Family Therapist, certified in Emotionally-Focused Therapy, and the founder of Empathi. Figs is a passionate entrepreneur, driven to change lives for the better. He strives to interact with the clients as fellow travelers on life’s journey, allowing them to easily dive deeper into their “stuff” with his […]

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football player. Following his football career, Rick translated his competitive drive to sales and entrepreneurship by founding Simply Noted, an automated handwritten letter company founded on the idea of making it easy to create simple, scalable, powerful, and meaningful real pen-written […]

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

Four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing and Sell With Authority for Real Estate Investors, Forbes Business Council Member, Chairman and Founder of the Wicked Smart Companies,2x Inc. 5000 Honoree, Host of the Smart Real Estate Coach Podcast with almost over 400 plus episodes. Learn more: […]

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

Ilya carved out a niche for his business by offering his clients a proprietary approach to retirement planning using safe money options. Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and career, his independence and entrepreneurial spirit have paved the way and inspired him to help others reach […]

Liam started his first business aged just 14 and ran a number of successful e-commerce ventures before co-founding Bidnamic, a marketing technology platform that helps retailers unlock the full potential of Google Shopping. Liam is a regular commentator in broadcast, national, and trade media including appearances on the BBC, The Drum, and The Grocer, and […]

Meet Ryan Gunness, a dynamic author, speaker, consultant, and coach who has been transforming lives in the Networking & Team Building industry for more than 20 years. Ryan is a Master in Lead Generation and his mission is to empower people to achieve their financial dreams to live life to the fullest. Beyond his professional […]

Steve has been married for 29 years to his wife Christine and together they have 4 children; Jonathan (Najda), Benjamin (Jayde), Isabela, and Jacob (ages 24-16). Steve earned an undergrad degree from Cal Poly (Mathematics) and a graduate degree from Bakke Graduate University (Entrepreneurship). Steve spent the past dozen years as an entrepreneur and founder […]

Lance is an entrepreneur, keynote speaker, author, and healthcare professional who specializes in helping fellow entrepreneurs scale their businesses and avoid burnout and overwhelm, and instead create the life they love by developing a self-managing business that is a sought-after and valuable asset. As the founder of Breakthru Physical Therapy + Fitness, a growing multi-million […]

Jon is a top 1% Franchise Consultant nationally and he leads FranBridge Consulting as CEO. Jon draws on his experience as a former Inc. 500 Franchise President and Multi-Brand Franchisee in serving his clients. Jon is the author of the bestselling book, ‘Non-Food Franchising’, and is a frequent contributor to franchising for publications such as […]

Michael welcomes 2023 as his 26th year in the life insurance business. Michael started his career with a small brokerage agency in Tustin, CA as an application processing agent. After several years there he moved on to CPS Insurance and managed their underwriting department which was responsible for handling over ten thousand life insurance applications […]

Ann helps people learn to live their optimal life by following the food, fitness and mindset guidelines outlined in her new book, The Law of Wellness.The Law of Wellness is the latest in her career fighting food and fitness fads.After graduating from Hunter College and Cornell University as a Family Nurse Practitioner, Ann not only […]

Adam Jason is a partner at the alternative investment firm, Legacy Group, and a board member at the Green Coffee Company, Colombia’s largest coffee producer. He is an attorney specializing in corporate finance, governance, securities regulation, and international business transactions. He has advised Fortune 500 companies and investment banks, including JP Morgan, Morgan Stanley, Citibank, […]

Stefan lives and breathes asset analysis and valuations. Before co-founding Alts, he created a Due Diligence Service for evaluating website & micro PE deals. In his spare time, he enjoys record collecting and managing his short-term vacation rentals. Originally from Boston and later Santa Barbara, CA, he now lives with his wife in Australia. Learn […]

To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College’s four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months. The reason for the urgency was for a 25-year-old to gain immediate access […]

I’ve been in real estate as a career my entire professional life. I started out selling single family homes in the 3rd most competitive market in the country. I was able to become a top producer within my 2nd year at the largest firm in the area. Through that experienced I realized there was a […]

Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace of mind in retirement. Learn More: https://www.deepdiveretirement.com/

Mark Rodgers is an accomplished entrepreneur, founder, and president of Trailstone Insurance Group. He has a wealth of business ownership experience and entered the insurance industry in 2011, quickly earning a reputation for his client-centric approach and guiding philosophy to treat others as they would want to be treated. Mark’s honesty, integrity, and thoughtful leadership […]

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

Phoebe Yu and Kat Dey are the co-founders of ettitude, an award-winning next-gen materials company innovating eco-textiles to fight climate change. While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting industry in the world, and contributes 10% of global CO2 emissions. With her vision of revolutionizing the textile […]

Chris Mirabile graduated from NYU Stern School of Business and later won their business plan competition with his startup company, Hotlist, a location-based social network that scaled to 220 million people’s social plans. Chris has launched multiple successful technology ventures and has advised biotech startups and NYU Langone Hospital. Chris’ interest in health began when […]

Over 90% of America’s successful small and medium-sized businesses significantly overpay in tax, even if they are working with a highly experienced CPA or accounting firm. Most individuals that sell highly appreciated assets do not know that they can significantly reduce or eliminate their capital gains tax if the sale is structured properly. Most high-income […]

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers , and developers in NYC and FL . She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also […]

Whitney Hill is the Co-Founder and Head of Business Development at SnapADU, a general contractor that specializes in accessory dwelling units. The company designs, permits, and builds 50 ADUs a year.Whitney gained a decade of experience working as a management consultant at Bain & Company and as an operations manager for an industrial supply distributor. […]

Tony Zorc is an author, singer/songwriter, and entrepreneur. He is the founder of Upgrade My Country and an independent Presidential Candidate in the 2024 election. Learn more: http://upgrademycountry.org/

Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for […]

Jonathan Baktari MD brings over 20 years of clinical, administrative, and entrepreneurial experience. He has been a triple board-certified physician with specialties in internal medicine, pulmonary, and critical care medicine. Dr. Baktari was formerly the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, and Culinary Health Fund. He also served as […]

Michael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services […]

Charles Carillo is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million worth of real estate transactions since 2006 and carries extensive knowledge in renovating and repositioning multifamily and commercial real estate. In addition to being an active investor; Charles passively invests in many different asset classes […]

Vivian Garcia-Tunon founded VGT People Advisory to partner with aspiring leaders that create companies differently. She supports leaders to develop their authentic leadership style in becoming more human, compassionate, and intentional by doing so creating powerful and empowering cultures. She is best known by her clients for her passion, fierce optimism, and unwavering belief in […]

Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7-figure individuals optimize […]