Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion […]

Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a […]

Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his […]

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning. […]

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: […]

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR […]

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: […]

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daughters ages […]

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two daughters ages […]

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND […]

As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages […]

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/

About The Authors Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become […]

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed […]

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions […]

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, […]

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best […]

Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses. She finds fulfillment in helping entrepreneurs gain clarity and confidence in […]

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best […]

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and […]

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, […]

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed […]

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian […]

Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves […]

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and […]

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, […]

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, […]

Chase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued clients through strategic tax planning and advisory services, with a large vertical in e-commerce businesses. […]

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed […]

Robin Hills is a business psychologist and the director of Ei4Change. A company specializing in emotional intelligence for change in educational training, coaching, and personal development – focused around emotional intelligence, positive psychology, and neuroscience. Awarded “International Impact Company of the Year” – Award Winner by Dotcom Magazine in 2024. With the most comprehensive and […]

Noëlle has been a former financial trustee for over 15 years turned trustee of the heart. She helps people to self-connect on a deeper level in order to uplift their relationships with others and step into their path of purpose. She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who […]

Bradley is a Business Growth Coach. certified Value Builder, creator of The Rainmaker to Architect Assessment, and host of the Above The Business Podcast. Each week, he shows other entrepreneurs & business owners how to install the systems, processes, and routines their business needs to grow and scale. The ultimate outcome? Business owners have a […]

I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the […]

Daniel Foss (ChFC, CLU) is the CEO and Founder of Foss Financial Services LLP, a personal and business wealth advisory firm that specializes in estate and retirement planning. Daniel specializes in the structuring of financial strategies to maximize wealth preservation and minimize tax consequences for his clients. He has been serving Bay Area individuals and […]

I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the […]

I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPAs by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the […]

An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry and professional services industry. […]

Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements. Anthony realized early on that a truly rewarding career needed to include […]

An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts and being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services industries. Learn […]

An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services […]

Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta […]

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta […]

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta […]

Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written […]

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, […]

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, […]

Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written […]

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s […]

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s […]

As an artist, author, and consultant, her purpose is to inspire and empower. Robin’s passion is to reach beyond what is expected because of someone else’s definition of who she should be or what she can do and help others do the same. Learn More: https://www.steelwhispers.com

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s […]

Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written […]

Over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, , Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create […]

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products […]

He was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to Finances. He loves helping families get […]

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s […]

I was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to Finances. I love helping families get […]

Shawn was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as I can recall, he has always strategized when it comes to Finances. He loves helping families get […]

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products […]

Cody Askins is a speaker, entrepreneur, author of Zero To Six Figures, and Creator of the Cody Askins YouTube Channel which has amassed over 119,000 subscribers. Cody Askins owns & operates 8 companies totaling more than $20,000,000 in annual revenue. CA is also the founder of The 8% Nation Conference, the industry’s largest event for […]

Aleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, high-wage earners, and high-net-worth individuals, Aleksander has masterfully orchestrated tax savings exceeding $60 million. With a career spanning over a decade as a wealth creation […]

Aldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter. Driven by a passion to ensure every child […]

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products […]

As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan. Samuel, with his expertise as a RFC, also contributes articles that […]

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his […]

Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. […]

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 […]

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of […]

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 […]

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his […]

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 […]

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 […]

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 […]

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 […]

Jessper Maquindang (pronounced MAWK-WIN-DANG) is the owner of FamiLEAD Management Consulting, which helps leaders and managers build stronger teams. With over 12 years of experience improving the effectiveness and productivity of many teams, including American Ring Travel and Junior Chamber International, he enjoys finding ways to inspire collaboration and camaraderie. Despite growing up with asthma, […]

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 […]

“Dynamic professional Wesleyne Whittaker, with over 20 years of experience working with global corporations, combines scientific knowledge with behavioral-based strategies to empower sales teams to excel.” Wesleyne Whittaker is an accomplished sales strategist, leadership coach, and thought leader with over 15 years of experience in sales and sales leadership roles. With a passion for personal […]

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 […]

Matt Seefeld joined MedEvolve as EVP and Head of Effective Intelligence in 2017, bringing with him more than 20 years of management consulting experience in the healthcare industry. He has extensive expertise in assessing, designing, and implementing process improvement programs and technology development across the entire revenue cycle. Matt began his career with Stockamp & […]

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 […]

Justin, with a blend of military and corporate leadership, catalyzed the expansion of Cybeats as Chief Operating Officer and brings nearly 20 years of strategic and operational expertise, underscored by decorated service as a senior officer in Special Operations Forces. Learn more: https://www.cybeats.com/

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

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 […]

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, […]

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 […]

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 […]

Kyle is responsible for the development and implementation of all SEO techniques used by the SEO agency High Voltage SEO and the SEO tool PageOptimizer Pro. Kyle is also the co-founder of Internet Marketing Gold, a global community of SEO professionals who test and prove cutting-edge SEO techniques. Kyle has dedicated nearly a decade of […]

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 […]

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 […]

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 […]

David Newman is the bestselling author of “Do It! Marketing” and his latest book is “Do It! Selling: 77 Instant-Action Ideas to Land Better Clients, Bigger Deals, and Higher Fees.” He’s the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast with over 300 episodes. […]

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 […]

Leslie Anne Morris began her Smoky Mountain investing journey while earning her MBA at the University of Southern California and working in Los Angeles as a commercial banker. For over twenty years, Leslie helped high-profile clients like SpaceX and closed a $50 million private equity deal. She applies the same underwriting strategy to building her […]

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 […]

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 […]

Erin Botsford, CFP® is The Advisor Authority™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 […]

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 […]

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 […]

Alec Hudnut has over 30 years of experience in executive-level management and strategic consulting. He is Managing Partner at Vici Partners, an earnings growth consulting firm. At Vici, he focuses on growing clients’ earnings by 25% within 24 months. Before Vici, he was an executive at Green Dot Corp. and ran their $550M prepaid card […]

In 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system. Elite Resource Team has trained over 1200 advisors across 37 states. Eager to put his areas of interest […]

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 […]

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 […]

Oscar Toledo is not only a business consultant to the professionals who work with him, he’s a personal producer who knows firsthand the number of obstacles facing financial professionals today. Anyone who has worked with Oscar says he is trustworthy, persistent, and an active listener. For more than 20 years, Oscar has taken his client’s […]

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you “peace […]

I am the Chief Revenue Officer for TE+A Marketing (Trungale Egan and Assoc.). TE+A Marketing is a full service marketing agency serving the wealth management space since 1986. We help clients maximize growth and retention through superior branding, marketing, and technology. I’m a 3rd generation marketer. My grandfather was an early pioneer in direct mail […]

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 […]

Ross lives in Cape Town, South Africa. He started folding paper when he was 21 and the first origami figure he ever folded was a crane(bird). He folded that bird over and over again until he could fold it with his eyes closed. If he had a beer bottle in front of him he would […]

As co-founder and managing principal of Vision & Beyond, Stas Grinberg leads with the intent of achieving success for both the company’s investor partners and the communities where Vision & Beyond operates. Before founding Vision & Beyond, he worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, […]

Dan has over 30 years of experience in the financial services industry. He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee. […]

With a proven track record of taking businesses to the top 4% in America, Diane (aka Diamond) has the experience and expertise to help you navigate the challenges of growing an online business. She understands the unique struggles women face and has developed a coaching program that addresses those challenges head-on. Her approach is not […]

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. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put […]

Leo has been in the technology industry for 15 years. Leo has a degree in computer networking and has built a successful 7-Figure business in the healthcare space. He has been featured in Success Magazine and has dedicated his life to supporting individuals to raise their potential. He is a 1st-degree black belt in Kyukushin […]

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. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Alexander is the Co-Founder, Visionary, CTO at INK, the world’s first AI-powered content optimization software. Alexander crafts magical tools for web marketing. He is a smart creative, a builder of amazing things. He loves to study “how” and “why” humans and AI make decisions. He was also the Co-Founder, Visionary, and CTO at Edgy Labs, […]

I started IQBAR in my tiny Boston apartment and have grown it into a $20M+ / year business in five years! Learn More: https://www.eatiqbar.com/

Lance Loya is the founder and CEO of The Good Teammate Factory and the creator of National Be a Good Teammate Day. As a leading authority on team dynamics, he specializes in getting team members to discover genuine purpose in their lives by changing their focus from “me” to “we.” Lance is the author of […]

Download our debt acceleration calculator and receive our 30 minute virtual training FREE to learn how you could pay off your mortgage in 5-7 years! Learn more: https://acceleratedbanking.com/

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. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put […]

Chris Jones is a high-energy, entrepreneur, coach, speaker and best-selling author. His high energy, raw approach coupled with his passion for coaching others through powerful, game-changing transformation makes him a speaker that is different from the average duck. He has a proven track record, founding 3 successful companies. He has lots of wild success stories […]

Amidst the peak of the pandemic, Brian Wong was exposed to the abrupt changes to remote working. From at-home casual attire to formal video meetings, Wong began to see the disconnect between comfort and versatility. This posed the question of ‘What if there was a brand that offers products tailored for people who work from […]

Jay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the businesses. Prior to founding WAGN, Jay was a Senior Vice President and […]

I am an author, speaker, business coach and entrepreneur who handles Channel Management, Business Development and Product Marketing for White Glove, a seminar marketing and management firm that helps financial advisors offer educational workshops to those who need financial education. I started my career at IBM in PR and Communications, then transitioned to Sales, then […]

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding […]

Scott MacKillop is CEO of First Ascent Asset Management, the first flat-fee turnkey asset management program (TAMP). First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor Software Survey. Last year Scott won the “CEO of the Year–Asset Managers” WealthManagement.com Industry […]

I’ve been helping families with their college planning journey since 2010. I also provide clients in need of assistance with retirement planning safe options to grow their retirement nest egg as they near their retirement years, as well as show them a retirement option on how they can build a retirement plan that will provide […]

Dan Barrett helps real estate investors get more leads and deals online. Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been […]

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and and […]

Rebecca is a seasoned CEO and veteran Fortune 50 Global Executive. She draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and expanding operations globally. In June 2020, Rebecca founded RMK Group, LLC, an advisory and consulting service focused on […]

Chris is a marketing and customer experience strategist. His expertise centers on how organizations can improve alignment between their go-to-market strategies and their frontline channels (sales, customer service, support, etc.).As President of InnerView, Chris and team have developed the breakthrough InFront platform, which applies market research processes to collect and analyze employee and partner perceptions […]

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and CPA’s […]

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put […]

David is the Head of Procurement at Logitech International with whom his career spans over a decade across management roles in finance and more recently procurement. David’s primary priority as a procurement leader today is to ensure Logitech and the wider corporate sector can deliver real progress towards equality via their supplier spend. A core […]

Joshua Schwadron is the CEO and Founder of Mighty, a legal tech startup that is fixing the personal injury system by helping people injured in an accident get the help they need to recover legally, physically, mentally and financially by putting their interests first. When he first began his career in PI, he was shocked […]

David is best known for his stunning limited edition artworks, which have been exhibited 100+ times at the world’s most prestigious galleries and sold for tens of thousands of dollars. With 25+ years of experience, he has worked with many iconic brands, including Mercedes, MTV, Nike, Coca-Cola, and Davidoff, as well as A-list stars and […]

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

John Shegerian – the serial entrepreneur responsible for co-founding Homeboy Industries, FinancialAid.com, Engage and many other impactful organizations — currently serves as co-founder, Chairman and CEO of ERI, the largest cybersecurity-focused hardware destruction and electronic waste recycling company in the United States. Learn more: https://eridirect.com/ Get your FREE copy of John’s Amazon bestselling book The […]

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and and […]

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

David Tamm is an accomplished leader, author, thought pioneer, and the Founder and CEO of Pencerita, a legacy preservation platform designed to put users back in control of their narrative, data, and content. As a business builder, David has a flair for rapidly transforming ideas into profitable businesses. His upbringing, where he grew up with […]

Jack Sharry is the Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, teaches at Babson College, is the author of the book Authentic […]

Dave owns 8 businesses which have generated over a billion dollars collectively for over 1,000 clients, including major brands and fortune 100 companies like Target, Time Magazine and American Express. When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to […]

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

Patrick has more than fifteen years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families. A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his […]

She doesn’t simply talk about doing it – she has DONE it. She believes you should speak based upon experience, not opinion…through immense trials and 20 years of branding experience, she has grown her company to be respected as the premier personal and corporate branding group in the US. Each keynote and training session is […]

Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking […]

Don Plotsky is co-founder and managing member of Alternative Income Solutions and manager of the AIS – Foundation Fund, LP a diversified specialty finance portfolio. He is also co-founder and managing member of Uinta Investment Partners LLC, a multi-family office founded in 2017. Mr. Plotsky has nearly 40 years of investment management experience as a […]

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

Rob has been a trusted advisor to family businesses since 2010. Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where […]

Kelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the fullest and make the most of their hard-earned money. Kelley began her career in financial services with Allstate Insurance. Over her […]

Can you go from crafting at your kitchen table to a multi-million-dollar business? As CEO, Holly Daniels Christensen has proved – yes! Using grit and the actual sand beneath her toes, that’s exactly what this entrepreneur has done. The founder of Dune Jewelry left home at 15 years old, and never looked back. She held […]

Taliya Bashani is an attorney who specializes in real estate law and is an expert negotiator. Taliya is also a NY licensed broker and FL licensed title agent who teaches continuing education courses to realtors. She started her own law firm at 27 years old and has now built a multi-million dollar practice. Taliya is […]

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

Rey Perez is CEO & Founder of “AMP Your Brand” an Elite Multimedia Branding & Marketing Agency specializing in making entrepreneurs, small business owners, and professionals more attractive to their target market. Focused on making better quality connections and building a larger following with their uniquely designed “360 Marketing System.” Rey is also the creator […]

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

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 […]

Victor Kostroub is married and has three sons with his wife Lilia. To date, Fine Designs finedesigns.com has been ranked among America’s fastest growing companies and is one of the 5,000 fastest growing companies out of 27 million companies in the United States. With a headquarters in Seattle, WA Fine Designs operates in every State […]

Shaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle America, Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun […]

Physician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make the most informed decisions for their own personal finances. As an Investment Fiduciary, National Financial Literacy Educator, […]

Dr. Daniel Knowles, who is known as Dr. Danny, developed the Mile High Movement, after years of experience as a successful chiropractor, consultant, mentor and teacher. He has been running his own chiropractic practice since 1997. After graduating from New York University with honors in 1992, he attended Sherman College of Straight Chiropractic, graduating in […]

Patrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42 billion in assets managed. Prior to Aperio Patrick had been the Research Director and CFO at […]

Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides […]

Rob Braiman is the founder and CEO of Cogent Analytics, an innovative consulting firm helping Main Street businesses thrive. With a long-standing reputation as a successful serial entrepreneur, Rob has worked directly with American business owners like himself to improve strategic planning, operations, growth, and profitability. Rob earned his first equity at 26 as a […]

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

Dustin has been living and breathing software development for over 20 years. He is the Co-Founder of Caffeine Interactive Technologies, an agency that focuses on planning strategies and architecture, ensuring that software implementations are straightforward based on clear ways to measure success. He enjoys working with clients to build the right technology, whether it’s a […]

Spencer Hilligoss is a full time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic – Spencer left behind the golden handcuffs to give full focus on serving Madison Investing’s passive investor group. Now, Spencer’s full focus […]

Matthew Ablakan’s journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble […]

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

Joe Macleod is the founder of the world’s first customer ending business. A veteran of product development industry with decades of experience across service, digital and product sectors. He is the Head of Endineering at AndEnd and a TEDx Speaker. He is an energetic Englishman and advises companies on how to game out their endgames. […]

Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides […]

Kirk Michie is the founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives. Learn more: https://candor-advisors.com/

Brandi spent most of her career in management and leadership roles at Magnolia Gardens Nursery, a family business with over 150 employees. As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses. Brandi has experience developing strategic plans, leading departments and […]

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

Enrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to valued clients which includes implementing advanced insurance planning. Enrico‘ s diverse professional background assists with providing the holistic approach to estate planning.Enrico, has been a small buisness owner and has also served in executive management […]

Matthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on the ABC Dallas morning show discussing his book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers […]

Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides […]

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

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 […]

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work […]

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

Jessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest […]

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as […]

Good at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he’d never succeed in life. When high school sports didn’t earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming […]

Louie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber […]

Dale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment, training and retention of employees and being able to bring people together for the betterment of the organization. […]

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

Mark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta Media focuses less on growth and “keeping the machine fed” and […]

Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help […]

• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)Broken Merrit is the creator of the Momentum LifeYield Process™. […]

Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and over-the-counter drugs by educating people about attaining optimal health by using food, natural supplementation, […]

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work […]

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. His new book, The Peace Index, releases in […]

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years. As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success […]

I’ve always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years. Through the years I've […]

Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous  publications, including the Journal of Accountancy […]

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Bill is a private lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast. Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital from accredited investors and deploy it into […]

Marta Skik Harich is a business advisor who has been in the accounting and tax industry for over 2 decades. Her vast experience with strategic tax planning has provided her clients with the tools necessary to proactively create wealth and profitability with their business. Marta is a CPA and holds a Master of Accounting with […]

Susan Heartlight’s dream was to be an author and is now the award winning author of her book, One Power For Good Actions to Create Joy in Your Life! Susan began in the service industry serving food as a waitress at the age of 16; she then became a hostess. She learned the importance of […]

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Luke DePron is an online weight loss coach for busy entrepreneurs and businessmen, as well as the host of a high-performance podcast, and the founder of the Live Great Lifestyle. Using his extensive training in Exercise Science Kinesiology combined with strategies learned from a network of elite performers (including Navy Seals, World Champion fighters, NYT […]

Before digital payments, David’s life was summed up with one word: business. People start businesses for a variety of reasons, but the most common factor is experience. With firsthand experience on the other side of the digital payments industry, David was aware of the struggles other business owners faced when it came to accepting payments. […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking […]

Terri has been in the real estate business for 9 years. She was brought on as an office manager at the beginning but was soon drawn to the rewarding challenge of providing homebuyers and sellers with professional, responsive, and attentive real estate services. Terri is extremely familiar with neighborhoods in and around Denver. You can […]

Curtis L. Jenkins, Author, Award winning Project Management Professional, Keynote Speaker, Forbes contributor and Philanthropist, is an innovative business advisor who focuses on servicing small to midsize companies. He specializes in enabling client growth, working directly with business owners with direct coaching and also developing and leading their advisory boards. He serves small to midsize […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

Marcus Räder is co-founder and CEO of Hostaway, the leading all-in-one vacation rental management software. Originally from Finland, Marcus has lived in many countries worldwide, including Sweden, Poland, and The Netherlands, before settling in Canada. This passion for travel and dedication to learning about the vacation rental ecosystem, together with the deep expertise in technology […]

Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help […]

I am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind. Learn more: https://www.zaledowlen.com/

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

An Atlanta native and a veteran of real estate with nearly 25 years of experience, Julie Brittain’s knowledge of the Atlanta area and its suburbs is unparalleled. A recipient of the 2020 Crystal Phoenix Award from the Atlanta REALTORS® Association, acknowledging her 20 years as a Multi-Million Dollar Top Producer, Julie is passionate about the […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Grady Gibbs helps healthcare companies engage more doctors and he helps doctors sell more products and procedures. After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and research to consult on brand strategy for some of the largest marketers in the United States. […]

Groth Law helps injured victims locally with its car crash and “single event” practice. Internationally, Groth Law helps victims suffering injuries from Vaccine Administration in the U.S. Court of Federal Claims. In all regards, Mr. Groth devotes his time and resources to helping innocent accident victims and their families find the justice they seek after […]

Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in suitable asset allocation offering […]

Kyle Stout is the founder of Elevate & Scale, a leading digital marketing agency that helps 7-figure product-based entrepreneurs elevate their brand and scale their growth. Kyle is an authority on how leveraging email marketing can vastly increase revenue by improving customer retention, increasing average order value, and driving repeat purchases. Kyle started his career […]

Brent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier (TMM) Method, Brent paid off $984,711 in 3rd party debt in 39 months. In fact, Brent became so passionate about how powerful this concept was, he began sharing it with others. It was when his previous mentor told […]

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

Hello, my name is Cindy DeHart and love living in Utah. I selected EXIT as my brokerage of choice for many reasons, but the one you need to remember is this: Above nearly every door you see a sign that says, “EXIT.” You go in and you go out – you have real-estate dreams and […]

• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization • Author – Your Retirement (UN)Broken Merrit is the creator […]

As a full time real estate agent licensed in PA and NJ, Diane offers the time to fully understand and meet her clients’ needs. Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high ethical standards, but for being an honest, hard-working family woman who is tenacious and […]

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client’s unique needs. He and his team consistently strive to deliver a […]

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. About  Kevin Coffey Kevin Coffey grew up in North Denver and is […]

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about the alternative concept in planning for retirement. You should have the […]

David embodies the Midwestern values of honesty and integrity in all aspects of life. He was born and raised in Indiana and got his first taste of business ownership by watching both parents build and operate successful businesses. David’s career took him down an interesting path that allowed him to develop unique skills and expertise […]

Marc Beshears is on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment. Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as […]

David Salinas is a serial entrepreneur and investor. In 2007 he co-founded Digital Surgeons and served as its CEO for over a decade. Under his leadership, the agency delivered award-winning results for clients like Lady Gaga and the U.S Open. Today, Digital Surgeons continues to thrive, having won dozens of awards including the coveted Webby […]

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make sound decisions for their own financial lives. In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals […]

• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization • Author – Your Retirement (UN)Broken Merrit is the creator […]

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

Scott Rigby, Ph.D. is a behavioral scientist, author, and founder/CEO of Immersyve Inc., a company dedicated to applying behavioral science to improve experiences, well-being, and performance. Scott and Immersyve work with both small and large companies on motivational best practices, emphasizing the quantitative measurement of motivation and engagement using proven and actionable models. Scott is […]

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

Randy is a Co-Founder of a real estate investment and educational company called The REINVESTORS where they help investors get connected to incredible investment opportunities. He also co leads a mastermind for investors where they all work together to create bigger opportunities and support each other to achieve more. Although real estate is where his […]

I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short […]

Zac is an Italian/American dual citizen, effective leadership developer, transformation coach, award winning author, and former professional American football player. Originally from a small, rural town in Western Pennsylvania (USA), he has spent his twenties living in 6 different countries while playing and coaching American football. During his time abroad, he developed the SWALeadership concept […]

I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short […]

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

Vince Shorb is CEO of the National Financial Educators Council and founded the company in 2006 to deliver financial education and coaching services that help people work toward greater financial strength. Today, the NFEC supports individuals and organizations that want to bring financial wellness programming to their community by providing the tools, training, and process […]

With over 20 years of experience as a nonprofit professional and foundation advisor, I tap into my vast experience and knowledge from working with donors who I have helped to give away over $45 million in large and small donations to offer you step-by-step guides through online courses, a podcast, and resources so that you […]

John has 25+ years brokerage experience. He has developed and expanded relationships with Broker Dealers, RIA’s, Insurance Carriers, Banks and other Wall Street firms. In his most recent role, John provided Executive leadership growing production from startup phase to $250 million in annuity sales within three years. Prior to that John worked for an IMO […]

Marty is committed to changing the way people think about and prepare for every aspect of retirement. As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least understood phases of life. Through in-depth research, interviews, workshops, and his own experience watching how unprepared […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

We specialize in Medicare, Life Insurance, Annuities, and Employee Benefits and we do more to support our Representatives than any SGA that we’ve come across in the industry. Learn more: https://www.healthplansuperstore.com/

Ali has over 13 years of international experience, including asset management, risk analysis and program governance. Ali serves as Director of Antler Hill Mining Ltd, and as Advisor to ATMA Capital Markets. He also jointly serves as CEO & Director of Aranjin Resources, an emerging copper explorer in Mongolia and is proudly a member of […]

Clea Conner is a media executive with 15 years of experience producing high-quality intellectual discourse for a range of distribution platforms. As Intelligence Squared’s first CEO, Clea is responsible for leading growth, programming, and strategy for the nation’s premier debate platform. Clea developed “Up For Debate” and “That’s Debatable” as television programs on Bloomberg, PBS, […]

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

Neil is a partner and President at LOCAL, a Change Marketing™ consultancy building culture, employee experience, and internal communication programs for some of the world’s best companies. Neil is a strategic marketing leader with 20 years experience on both agency and client-side — running work, teams, and businesses in London, Amsterdam, and San Francisco. Now […]

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

Brian Dyer is an owner and operator of multiple multi-million-dollar award-winning businesses, and a full-time dad to three wild and beautiful children. He strives to help people bring out the absolute best in themselves while silencing their too-loud inner voices that squander their potential. He believes every person can devour dissatisfaction and exceed the limits […]

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Glen started his career with degrees in Commerce (Marketing) and Psychology. He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate. Over a period of 27 years Glen was a Director and Chief Executive of some of the world’s best and brightest brand strategy and […]

You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use […]

Teresa is the #1 international bestselling author of “Mass Influence – the habits of the highly influential”, which has been on the bestseller lists in 7 countries over the past 6 years. A 4X international bestselling author, Teresa teaches marketing courses around the globe to business leaders and entrepreneurs on how to create massively successful […]

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

Mike will tell you that his purpose is “To inspire and empower curiosity.” His passion is to make people believe they can change the world and then provide the tools, frameworks and hard-earned wisdom to make positive impact happen. Mike calls himself an Idea Monkey because he loves to solve problems with disruptive ideas. This […]

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

Ronnie Deaver is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and increasing PNC to paying client close rates with Google My Business & Sales Training. In that capacity he created the first 100% guarantee in the industry, offering to pay back everything – even the advertising budget a […]

You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use […]

Jonah is an ex-wildland firefighter with an extensive background in hospitality and design, approaching his life and business with honesty, grit, and a service mindset to ensure that his clients are fully understood and heard. Jonah values family, friendship, and doing what is right – not just for his clients, but for the world around […]

Melissa helps creators turn their skills and passions into profitable online businesses. Previously, Melissa was the Director of Marketing Engagement at Teachable as well as the Senior Launch Manager for Ramit Sethi’s 8-figure online course marketing team. To date, she’s taught thousands of students through General Assembly, Skillshare, and her own business Wit & Wire, […]

Craig Cecilio is the Founder, CEO of DiversyFund. DiversyFund Imagines a world where Everyone has an Equal Opportunity to Build Wealth. Our mission is to break down the barriers that keep most Americans from investing like the privileged, well-connected, and wealthiest 1% in our country. Our platform allows access to Private Markets where everyday investors […]

Wornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities. Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was […]

Jay Fields, M.A. is an educator, coach and author who has taught the principles of embodied social and emotional intelligence to individuals and organizations for twenty years. Her approach to helping people have their own back at work and in life is grounded, playful, empathic and intelligent. Jay received her BA in Psychosocial Health and […]

Brad is a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning.People always ask about our name. […]

David Feldman is the founder of 3 Owl, an award-winning creative agency that crafts nimble brand identities and elegant digital experiences to equip clients for success. With a small core team and a carefully curated network of seasoned contractors, 3 Owl has generated tens of millions of dollars in added revenue for Fortune 500 and […]

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune on the frontier. I […]

I am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through understanding their values and aligning their professional lives with their personal passions […]

Data can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven. It’s easier than most people think and it’s more impactful than you can imagine.I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second […]

John is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style […]

Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance as well as Annuities. Moved to Tennessee with the intention of retiring, but […]

Isaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not only teaching them sales skills but by transforming their mindset, emotions, and well-being. Isaac got […]

Daniel Carcillo earned the nickname “car bomb” during his 10-year NHL career for his explosive playing on the ice. Known for protecting his teammates, Carcillo helped Chicago win two Stanley Cup championships with the Blackhawks—but at great personal cost. He suffered seven concussions and was eventually diagnosed with post-concussion syndrome and traumatic brain injury (TBI). […]

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

Tommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life’s journey towards meeting his Maker. He enjoys spending time with his children and friends, exercise, and eating healthy. Encouraging all those around him to be more like […]

Tappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives.Boon is also an angel investor and advises startup founders globally. Learn More: https://www.tappollo.com/

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

Don’s Vision Statement: To help clients be good stewards of money and possessions.Purpose Statement To glorify God by serving His PeopleMission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Purcell explained that “Critical to your vision for your business is an understanding of your […]

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

I help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helping to reduce plan responsibilities Learn More: https://www.fokkenfinancial.comwww.boostyour401k.com     Investment Adviser Representative of and […]

Mr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye […]

Chris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is also called also teaches the Infinite Banking Concept (IBC) using the most up-to-date products that can replace […]

She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she […]

Since being introduced into the market in 2007, I’ve been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside of my goals in the DI space, I enjoy spending time with my wife of 17 […]

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for […]

Carol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global speaking platforms, multi-award-winning books, business and human development work, Carol works to disrupt old paradigm thinking. The effect is […]

I have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing and skiing. We enjoy camping […]

Saxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make meaningful change within their own organizations through smart and efficient investments in smart marketing strategies and new technologies. With […]

Cathy helps businesses protect their reputation and restore operations quickly after IT systems fail or are hacked. Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have nearly tripled in the past year. This has left many leaders feeling helpless and worried […]

Mark has spent his entire life learning and teaching people about wealth and the importance of a success mindset.He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company– the company that ushered in after-hours trading. He then […]

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

Creator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs. Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins […]

After being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs. He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide. He […]

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

The year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth insurance analysis for clients. Today, Kevin takes his knowledge of risk management strategies and provides one-on-one guidance […]

He has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his weekly writings, his Youtube channel and the host of a Financial talk show. […]

Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director […]

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards from GAMA for General Agency Leadership. Qualified as the #1 Assoc.Regional Director in America 3 consecutive years, as […]

Pete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar personal training business with 5 locations and 12 franchise partners. He’s help a franchise grow from […]

Don’s Vision Statement: To help clients be good stewards over money and possessions. Purpose Statement To glorify God by serving His People Mission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Experience Don has over 25 years of experience in the financial services industry. […]

LM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

Holsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real estate at Colorado State University for 20 years, and practiced yoga […]

An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, Barry Rutten is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement. With over 35 […]

Troy is responsible for helping agents tap into the online buyers’ market for life insurance, final expense and Medicare supplements. He also assists his company with developing new technology for consumer-facing online buyers. Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency. […]

Melissa is a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their wealth. Melissa’s […]

I am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my results Learn More: https://www.coachjoe.guru/

Self taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now. Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades. When it comes to SEO he […]

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Prior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer. Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents. Learn More https://foreverlabs.com

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

Andy has 20 plus years of experience with Financial and Retirement planning. Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner. Acting as an IMO owner Andy has […]

Nik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry. He was awarded as a top mortgage executive in his rookie year placing him in […]

Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for […]

Jake Clopton founded the company in 2010 and is active in all commercial mortgage broker operations. He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement. Jake has personally negotiated billions of dollars in real estate loans and […]

Ralf Specht is the author of “Building Corporate Soul”. He developed the Soul System™, a framework powers culture and success for any business. After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover. Under his leadership as CEO, Spark44 […]

Darby Vannier has over 20 years of experience in leadership development and strategic consulting. He has led effective teams of more than 100 employees, coached others into their own leadership positions, and created stability during challenging organizational transitions. Darby built his career on the philosophy that developing the right people is the key to success. […]

Ed Tyson is the chief executive officer of PerSynergy Consulting and the author of From Expert to Executive. He is a former strategy executive and Marine turned executive coach and organizational consultant. As the architect of the LeadershipSOPs, a ground-breaking leadership framework and methodology, Ed encourages leaders to develop and deploy personal standard operating procedures […]

A nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world closing 30-65 deals a month, Chris Craddock is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies […]

Jackie Bradley is one of the most recognized “Teaming” coaches in the financial services industry having coached 1000s of teams of all shapes and sizes. An authority on the unique areas advisors face, she helps teams scale 7-figure businesses while achieving freedom from the areas of the business that bog them down, gaining back their […]

With over 15 years in the woodworking manufacturing business. Starting out in his small garage, Jeff independently grew his company into a business of 60 employees with a combined 55,000 square feet of manufacturing space. Since working on his business and firing himself, Jeff now spends his time playing golf and cheering on his kids […]

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Wendy a/k/a “The Financial Lyon” has been helping her clients create their legacy for over a decade. She specializes in coordinating strategies for her clients’ lives – whether they’re just starting out or planning for retirement. Wendy learned the hard way about not protecting what matters most – your life – early on. After her […]

For more than 25 years, Amazon Best-Selling author Dr. Keith Johnson has been known the world over as an Internationally Acclaimed Confidence Coach and Speaker. Dr Johnson is a Success Strategist. With his transformational message, Dr. Johnson has had the honor of coaching more than one million leaders to elevate their levels of success to […]

LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Christine is an award-winning business coach & consultant for online entrepreneurs who want to build profitable businesses on their own terms. She is well known for her tales from the trenches, tell-it-like-it-is strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business […]

LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial fundamentals. With investor-specific goals at the forefront, they provide the expertise to ease the process of engaging in all phases of […]

Christine is a personal finance coach who helps people transform their relationships with money so they can achieve their financial goals and dream life. Money is important and having a good relationship with money is the foundation for achieving your financial goals. Learn More: https://www.tehfinancialcoaching.com/

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

From starting out doing door-to-door sales over 12 years ago to becoming one of the largest insurance group brokers in the US. Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients. Learn […]

Scott Rosenzweig is a seasoned commercial executive sales/marketing leader & sustainability strategist known as being personable, versatile, and collaborative. Scott spent the first 15 years of his career in publicly traded companies developing strategies to drive global expansion and profitable growth, then joined private equity throughout his next 15 years to lead several companies and […]

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Kim Neeson helps women at the mid-career stage of their life curate their next chapter – whether a career change, leadership growth, “rewirement” or retirement – and to live their best life. Learn More: https://kimneeson.com/

He created marketing strategies, content and campaigns for clients including Microsoft, Google, LinkedIn and HP and contributed to Wired, Forbes and Popular Science. Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector. Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a […]

Nadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently […]

Leaders Press a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate. She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories […]

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Marty Silbernik began his career in marketing for one of the world’s largest restaurant companies, McDonald’s. Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide. In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward […]

Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs. He has passed the Series 7 and 66 securities exams, holds California […]

Timothy is an experienced and knowledgeable Wealth Advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Finance from Georgia Southern University and has a certificate in financial planning. He specializes in providing solutions to protect your family’s life, income, and retirement. After 15 years of […]

Brian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, […]

Born and raised in the streets of New York City, I graduated from Rice High School in Harlem and than graduated with a Bachelors Degree in Criminal Justice from John Jay College. As a child, I was thought to serve and respect others. With a passion for serving and helping people, I joined the United […]

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Randi helps small businesses and entrepreneurs remove their legal “what ifs” so they can “WOW the world.” With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal management with a focus on intellectual property, legal operations, and online legal protection. At Sagacity Legal, she guides her […]

Jean is an organizational consultant and management coach. She has over 20 years of consultation and teaching experience within private and public sector organizations. Her scholarship and consulting are dedicated to helping people fulfill their goals and give meaning to their lives. As a social scientist, she has endeavored to master the technologies of change, […]

I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience Staff auditor for the accounting firm of KMPG Peat Marwick. First ever Controller for the law firm Akerman, a top 100 law firm in the US. Founder of a public […]

Ken has been professionally interneting for the past seven years and has shifted his focus to all things SEO and inbound for the last five . Ken is an endlessly curious person with a cliche coffee addiction and a burning desire to encourage and empower others to pursue meaningful lives. Husband, maker, Australian Shepherd puppy […]

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

John graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network […]

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Jill James, LLC is a consulting & coaching firm that transforms self-funded businesses into high-profit companies through strategic operating support Originally from a small town in Wisconsin, Jill attended the University of Chicago, where she graduated with honors in political science. She then moved to New York to work in banking with J.P. Morgan and […]

Erin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena. Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent. Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware […]

Savvy Pro Web is a company that builds websites that increase credibility, generate leads and win clients. After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites. He quickly realized how often his entrepreneurial clients had been […]

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Jonathan Rosenfeld is an attorney in Chicago, Illinois concentrating in cases involving serious injury and wrongful death. Mr. Rosenfeld managed to consistently grow his business (10-20% annually) in the wake of additional competition and headwinds from the Covid-19 pandemic. At a time when other law firms are struggling to stay afloat, Mr. Rosenfeld continues to […]

Wesley is the driving the vision and strategy as CEO for over the past 11.5 years. From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry. High Level Marketing as of today is a blend of […]

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances. Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial […]

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Karl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which is one […]

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able […]

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership, the firm has implemented a unique planning approach that helps meet peoples’ financial and emotional needs. […]

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and […]

Andy is an engineer by trade and a creative by nature. He spent 22 years with the Boeing Company, where he always felt more like a life coach than a boss. In 2002, he began his journey into entrepreneurship within a Corporation when he was asked to develop an Airspace Design Consulting business from scratch […]

A former Ford model turned legal powerhouse, Lorraine D’Alessio is a multi-award-winning attorney. She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs. Learn More: https://dlgimmigration.com/

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Audrey is Producer for Amplify Voices, the co-host alongside NFL coach Pete Carroll for the Amplify Voices podcast and host of the Unlikely podcast on leadership. A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championing humanity in all people. […]

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 […]

For more than twenty years, she has been transforming businesses from within, elevating the talents of their organizations to new performance levels. Her experience has taught her to put tremendous value on people, whom she considers as the heart of every business. When hiring a consultant, Deb knows that the primary goal will always be […]

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Guillaume Wiatr guides CEOs and Founders to align people and accelerate innovation adoption. He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies. For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people will pay for a story, […]

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able […]

Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success. Prior to his career in […]

Deirdre Van Nest is the go-to expert for financial professionals on how to Make An Impact when they express themselves-verbally and in writing. She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that have taught thousands […]

My Personal Journey I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering. My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned […]

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

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 […]

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

Ken found his mission while standing in his front lawn in Atlanta in 2011, when he learned from the people who had purchased it that his house had been sold by the bank. With his business – and the last 6 years of his life – up in smoke, he took a mid-level sales position […]

Mike is a self-confessed geek who loves talking about technology. He believes that combining the measurement, accountability, and innovation that he learned as an engineer with a passion for communicating ensures Napier delivers great campaigns and tangible return on investment. Hobbies include speed skating and cricket, and he believes strongly in goal-driven marketing. Learn More: […]

I’m Ed Brenegar, the creator of the Circle of Impact model of leadership and the author of Circle of Impact: Taking Personal Initiative to Ignite Change. Two decades ago, the Circle of Impact formed in my mind by observing patterns of behavior in organizations. As the Circle of Impact developed, two other principles became clear. […]

Luke is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates leads, secures repeat clients, and captures referrals. In 2003, ReminderMedia launched American Lifestyle magazine, […]

Todd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know” As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact […]

Michael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and has worked extensively with dental and medical groups and private equity backed-platforms. Prior to starting Inflection 360, Michael had senior business […]

Alon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing. He is the Founder of the Riverbanks Business Development Program. With an MSc in Biology, he has been working
 closely with genetics, bioinformatics and microscopy technology for […]

Emmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements. At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights on the consumer within it. His clients span […]

Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who […]

This book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant. You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme. You will learn how to be […]

Speaker, NASDAQ Contributing Author and Podcast Host Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating […]

David Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices’ transition from a voice-over platform to a creative services marketplace, newly adding translation, […]

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience Staff auditor for the accounting firm of KMPG Peat Marwick. First ever Controller for the law firm Akerman, a top 100 law firm in the US. Founder of a public […]

For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value. Before starting his […]

LaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the barriers that keep them disconnected from the calling on their lives in her faith based business community. As a […]

Olivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce. Learn More: https://www.summerhillfirm.com/

David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals. Learn More: http://www.modelfa.com/

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, […]

Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly. She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients. Learn More: https://www.simplicityscottsdale.com/

Changing Altitude: How to Soar in Your New Leadership Role https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/ Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 […]

Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan […]

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, […]

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and […]

Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published […]

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized […]

Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests. At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates. With every early endeavor, […]

Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom […]

Frank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade. Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s […]

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

Here’s what we can do for you: Educate you in the process of selling your business.  For many people, selling a business is not an event that occurs often. It’s an intimidating process, and it must be done correctly. We will educate you in the process of selling your business as we lead you through […]

Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New York Life, making […]

They call me “The Dopamine Dealer of LinkedIn” and I’m proud of that nickname. I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father. Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion […]

Randy is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is […]

Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began […]

There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs. John’s passion is people; […]

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

Damari has a unique perspective on Money and Personal Finances. She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA. Damari is passionate about helping small business owners, more specifically women-owned […]

R.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State University, he moved to Fort Collins for a job with Walmart Logistics. […]

Andrew is a media marketing and business development expert. ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development. Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was […]

Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso […]

In this interview, important retirement questions are covered including: Do I have enough money to retire? What are the biggest risks when creating a retirement plan? Where are some of the biggest mistakes people make when creating a retirement plan? Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves […]

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

He has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment. Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, […]

Amanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money. Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business […]

After 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to realize that there are two, very simple characteristics that make for a great leader. Learn More: […]

Nikki Rausch has the unique ability to transform the misunderstood process of “selling”. With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.Today, entrepreneurs and small business owners from a […]

The book teaches how to Overcome Internal Sabotage and Digital Product Failure. Alignment is the one thing you’ll find at the heart of every successful relationship, team, and organization in the world. When developed and leveraged, alignment can create the foundation for unparalleled product success. Part One Focuses on what alignment is, and why it’s […]

Jeremy is the host of the Retirement Revealed blog and podcast. Jeremy loves helping people learn more about, and feel more confident about their money. After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie […]

Robert is also the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the […]

Kevin’s clients include individuals and small, medium, and Fortune 500 companies. He’s an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn, and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events. Kevin is the co-author of “The Social Media Sales Revolution: […]

Annissa Deshpande is a former HR executive of a Fortune 500 where she oversaw the successful hiring of 20k people in 150 countries annually and designed internal talent initiatives to achieve business results. While most HR programs are heavily focused on compliance, Annissa helpsteams think bigger, align to business goals, and create great experiences for […]

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

For over four decades, in roles from salesperson to Managing Director he helped a diverse range of businesses in Australia, Asia and Europe achieve their revenue and profit goals. Since leaving his corporate career, Wayne has spent over 15 years helping B2B organisations tackle their business growth challenges through the application of sound sales and […]

Atmos Planning is a financial consulting firm that works virtually with small business owners across the country. Prior to Atmos, Dan was an Army Captain, earned an MBA from Notre Dame, and worked as a financial planner. He’s also held multiple roles at Fortune 500 companies. In his free time, he enjoys all the hiking […]

Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human. Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees. With over 3.5 […]

Brannon joined Simon Quick in April of 2019 and helped extend the firm’s reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients. Prior to joining Simon Quick, Brannon was […]

Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. Jeremie has started over 20 companies while living […]

Anwar Rajan Sadeek is an American entrepreneur, adventure enthusiast, world traveler, real estate developer, investor, and now, author. Born in Paramaribo, Suriname on June 19, 1980 to Guyanese parents, then moved to Toronto, Canada at 8 months old. Establishing Canadian citizenship, Anwar’s family then immigrated to the United States of America in 1984. A proud […]

After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite “professional” financial advising. After 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigious […]

Joe started his Financial career in 1988 with Metropolitan Life. He became a Financial Service Representative with Met in 1991. He then formed his own firm, JM Financial, Inc. in. 1995. He went on to Author a book related to his business called, “The Road to Financial Success,” published by AuthorHouse in 2005. He is […]

His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience. Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with […]

Patrick has a B.S. in accounting in 1977 and earned his JD from the University of Cincinnati in 1980. He enjoys working with entrepreneurs and has advised over 200 highly successful start-ups. His advice focuses on business value building, deal structuring and management, creative financing and tax and estate planning. Patrick is on the board […]

Hinman Financial Planning is a comprehensive, fee-only financial planning firm based in Erie, Colorado, and serving clients nationwide. With more than 25 years’ experience, her practice is focused on helping women and men navigate the financial and non-financial issues that accompany major life transitions such as inheritance, divorce, and retirement. She meets with clients both […]

As one of the country’s top business, real estate and peak performance luminaries, Rod has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to […]

Kevin is a passionate husband and father. Like most Coloradans, he is energetic about the outdoors and loves hiking the front range, camping, and skiing. He could easily be found jeeping the backcountry or taking the kids to mountain rental for the weekend with his wife Susan. When at work, however, he oversees InSight’s business […]

Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a four-time recipient of the Investopedia Top 100 Advisor award and the Exit […]

BizWings is a business automation company for small businesses looking to adopt technology to simplify their businesses so they can scale. Harry is a business attorney, former COO of a premier digital ad agency, and former pro-soccer player. His entrepreneurial mindset and competitive edge combined with his legal perspective protects long-term goals by implementing strategies […]

Before launching Springbuk, Rod founded and scaled a fee-based benefits consulting firm into one of the largest in the Midwest which was acquired by a publicly traded firm in 2010. In 2009, he launched the nationally recognized Healthiest Employers award program that has recognized over 8,000 employers at the top healthiest workplaces in their region […]

Dr. Fred DiDomenico began his professional life as a chiropractor in 1987. In 14 years, he had 4 very successful practices helping 1000’s of patients and families achieve optimal health. He expanded his purpose to coaching chiropractors reach their purpose with Elite Chiropractic Coaching. Through helping doctors, online videos and programs, he has helped well […]

Derek is a graduate of Colorado State University with a Bachelor’s degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is […]

Ann has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002. Ann holds a Federal Benefits Made Simple designation from the International Association of Registered Financial Consultants as well as the Chartered Retirement Planning Counselor from […]

I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group. During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals […]

Jim advises small business owners and high-earning executives on their personal wealth so that they can focus on their business goals. After witnessing the growing gap between clients’ and advisors’ interests, he designed and launched his firm, Saza Wealth Partners, in 2020 to align technology with relationships and deliver win-win results. Jim brings over 25 […]

From his strong roots at Fortune 500 companies and on Wall Street to developing smaller, but powerful brands, Lucas has built a strong track record of successes that also includes many speaking engagements, podcasts, publications & his bestselling “Work From Home” course. Whether leading business and projects for his clients or mentoring his clients to […]

Born with an entrepreneurial spirit Damion started his first business at age 11, has started 30 since, and is the published author of 5 books. He’s the founder of Yokido, a martial art that blends Aikido and Yoga and holds 3 other black belts. As a thought leader and bold executioner, his first rental house […]

David is a respected technology leader with a distinguished track record for delivering winning strategies to organizations on critical issues across the full transaction and innovation cycle, including targeting, due diligence, revenue growth, product differentiation, portfolio valuation, market analysis, and competitive barrier strategy. David has been recognized as among the Top 30 Most Influential Digital […]

Mark works with business owners who are frustrated by their inability to scale up and become more profitable. He helps them create their vision, and implement an operating platform that builds a healthy, thriving company He is a graduate of Northwestern University, Kellogg School of Management, and Willamette University College of Law Mark is both […]

David’s agency helps new and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David is also a YouTube Influencer in […]

We’ve helped over 700 people with a sincere interest in entrepreneurship and contribution, usually aged 26 to 40, to start profitable businesses, quit their jobs and travel the world. Our newer members utilize the business blueprints that we have collectively developed to establish reputable service businesses in 3 key online sectors – Marketing Services, Technology […]

Alex is a sales and career-readiness expert based in New York City. A senior adviser at Mercer, a global HR consulting leader, he previously worked at Oracle, where he was the first person to be a sales manager and outside producer by the age of 25. He is the co-founder of Commence, a careers academy […]

Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Carl has earned […]

Dave Menz is a laundromat industry veteran and the owner of the Queen City Laundry Chain of Laundromats in Cincinnati Ohio, as well as HappyNest Laundry Pickup & Delivery. Dave’s inspirational journey from poverty to becoming a millionaire has inspired many entrepreneurs to try and overcome their own obstacles while building wealth. Dave is the […]

TDT CPA’s is a boutique advisory and accounting firm for small businesses and nonprofit organizations. They help overwhelmed, successful leaders understand and maximize financial information so they can achieve better results and move their organization to the next level. Courtney is primarily responsible for the firm’s vision and strategic direction. Her professional background includes almost […]

Alli MacKenzie helps Moms experience more peace, love, and joy while mitigating feelings of stress and uncertainty by providing mentorship, community and energy healing modalities rooted in love. Alli is a Mom Mentor, Spiritual Teacher, Reiki Master, Akasha Reader, Inspirational Speaker, published author, and content writer for an international magazine. Her spiritual practices hold space […]

Adele Spraggon is an award-winning author, a thought leader, an international trainer, and a fearless speaker. In 2020, she was awarded the Woman of Inspiration Award, and in 2021, she was recognized as the Top Behavioural Expert of the Year. Her book Shift: 4 Steps to Personal Empowerment has won three awards for its powerful […]

Joey Mure brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 year before moving to finance in 2014. His personal mentor, […]

Lee possesses a rare combination of skills as a corporate executive, business consultant, thought leader, prolific author, artful facilitator and engaging presenter. Lee applies an in-depth understanding of business, science, people and organizations to help leaders and organizations grow. As a result, he quickly helps leaders bring order where there is chaos, clarity where there […]

Michael “Buzz” Buzinski is a life-long entrepreneur, a digital marketing thought leader, an author, and the Chief Marketing Officer of Buzzworthy Integrated Marketing. He has worked with over 750 service-based businesses and helped them make their digital marketing S.I.M.P.L.E. (Streamline, Identify, Market Research, Plan, Launch, and Evaluate). Using the Rule of 26, Michael can double […]

I started my first biz in 1991 selling, installing, servicing and financing computers to large corporations. Since then I have founded a succession in firms in the e-commerce, finance, real estate and consumer products spaces. For much of the past decade, I have taken my experience as an entrepreneur and used it as a platform […]

He is a graduate of the Purdue University School of Industrial Engineering and the Catholic University of America Columbus School of Law. Prior to beginning his career as an Intellectual Property Attorney, Rick worked as a patent examiner at the U.S. Patent & Trademark Office. Rick has obtained hundreds of patents for inventors in a […]

Mark has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensures retirement success. Mark is a former radio talk show host, is […]

Rob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 20 years working directly with small business owners to improve strategic planning, operations, growth, and profitability. He founded Cogent Analytics in 2014, after spending over 10 years as a senior business analyst helping to improve and build main street businesses across […]

Jay is an award-winning entrepreneur and an executive with three decades years of innovation and investing experience. thrv is the result of Jay’s work using jobs-to-be- done methods with product teams at Fortune 500 corporations, private-equity sponsored companies, and venture-backed start-ups. thrv’s customers include the world’s leading companies including Microsoft, Dropbox, eBay, Twitter, American Express, […]

Donald White is a full-time teacher, author and lecturer. His latest book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits”, was released in March and is a “how-to” on succession planning. Mr. White has spoken in over 30 countries. His MDRT resume includes six breakout sessions, the First-timers […]

The agency serves high-revenue e-commerce stores that are ready for continuous growth. With over 1500 A/B tests under his belt, Joris wrote the book “Kill Your Conversion Killers” to help all the online stores he hasn’t worked with (yet). Learn More: https://dexter.agency/

Emmy Award winning Camera Operator who turned his passion for television broadcasting in to several entrepreneurial endeavors. Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his leadership, HJZ Productions grew to a multi-million nationwide provider of top talent in the broadcasting […]

Eric Fritzke set out to establish his reputation in real estate over 20 years ago. With the support and sage advice provided by Gordon Ballinger, he has succeeded in setting himself apart from the pack. Mr. Fritzke is exceptionally skilled in commercial and residential real estate, both as a listing agent or as the designated […]

Jared Curry is a 19 years old, 7 figure business owner. After scaling his business Scope Marketing to 7 figures, he moved on to the next project: 6 Figure Agency Elite Coaching Program. He partnered with Billy Willson whose student he used to be. Together they are offering a new coaching program for agency owners […]

Becca has been a coach for over a decade. She’s on a mission to help people break out of the cycles of uncertainty and struggle that hold them back. She helps women going back and forth with the big, seemingly endless question of what to do next—so they can stop going around in circles and […]

Every year, millions of couples take on the challenge of starting and building a business together, but working together can present stress that not every couple is prepared to handle. That stress can translate into trouble for the relationship or the business – or even both. Oscar and Kiya Frazier have achieved the dream of […]

Interview with Biran Herndon President of Elite Tax Advisory Services, LLC Discussing Social Security Strategies. Biran Herndon specializes in strategic financial & tax planning or business owners, real estate investors and medium to high net worth individuals. He is a Certified Tax Master and member of the Tax Master’s Network, who integrates both disciplines into […]

From humble beginnings in his kitchen, Founder & CEO of Quallis Brands Co., Calvin Quallis transformed his problem-solving curiosity into a men’s grooming and wellness empire, Scotch Porter. With the desire to provide his barbershop customers with a solution to their hair and skin problems, Calvin began researching natural products, ingredients, and their effectiveness to […]

Smart Drivel is gaining traction and buzz for its fresh and fun banter between Kurt and Jon Ellenthal, the Co-Founder of Upside Business Travel. Promising the Drivel and hoping for the Smart, the clever podcast launched in late March 2020 with new episodes every Monday on all the major podcast platforms including iTunes and Spotify. […]

Eric is an experienced Entrepreneur and Marketing Strategist. He’s a positive-thinking self-starter with a diverse background in digital marketing and subscription-based companies. Eric built his company Bizooy to provide local businesses with a next-level, proactive way to catch and resolve customer issues and improve their public image – he wanted to provide affordable technology to […]

Hope Sawyer is a Residential Realtor / Commercial & Team Administrator with Trinity Team Real Estate at Keller Williams Preferred Realty, a full-service real estate company that specializes in residential and commercial sales, leasing, and property management as well as management of HOAs. Trinity has over 100 years of combined real estate investment experience. Learn […]

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 his employers […]

Ryan Frederick has had the privilege of being part of starting and growing several product companies and services firms. Ryan is a Principal at the digital product firm AWH. Ryan has authored two books. The first on increasing the odds of success in creating products, being a Founder, and starting companies called The Founder’s Manual: […]

GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 200,000 active users completing thousands of transactions per day. Before starting GreenPal Bryan Clayton founded Peachtree Inc. one of the largest landscaping companies in the state of Tennessee growing it to over $10 million a year in annual revenue before […]

Amy Anderson has a 28 year marketing career having worked at global brands such as Seventeen Magazine, Calvin Klein, and The New York Times Digital. Years of experience led her to branch out and open her own marketing consulting firm, Wild Coffee Marketing. She shares her entrepreneurial journey, why she believes outsourced marketing works, and […]

She is the author of twelve books on these subjects and the creator of the Unlimited 40 day law of attraction workout and the Unlimited 365 Mastermind. After committing to completely transforming her self-worth in 2006, she went from being massively in debt to owning multiple properties and creating a thriving business, as well as […]

David’s entrepreneurial and leadership paths have taken him from the president of his college fraternity to the White House. Along the way he has seen the best and worst examples of leadership and learned from both. He has achieved many successes but learned much more from the hard knocks of business and life. David believes […]

We wanted to create a company that was driven by the single-minded idea that brands must dene their purpose if they are to authentically connect with consumers. We’ve worked with some of the most successful global brands across America, Europe, Asia, Australia, and New Zealand and have built long-term brand value for businesses including Coca-Cola, […]

Jon Schram is an IT support expert and the founder of The Purple Guys, a tech company that has grown since 2001 to become the Midwest’s premier provider of IT support services. The Purple Guys is a fast-growing, 7-digit business that has helped hundreds of companies grow by solving their IT problems and providing them […]

Mark MacDonald is a leading Financial Educator and Retirement Advisor who is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction and Legacy Estate Plans for themselves and their loved ones. Mark also educates people how to plan and protect their retirement years from the 4 major destroyers […]

Sean has been training, mentoring, and educating all his life. An exceptionally well regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics. Sean has also been a professional services firm owner […]

Andie has over 30 years of experience customizing solutions that optimize cost, time, and impact. These solutions ultimately bring clarity, confidence and direction for small business decision making.Andie has worked with multi-billion dollar companies including Monster Beverage Corporation, Monster.com, World Bank, U.S. TDA, U.S. AID, National Science Foundation, Hollywood producers and musicians, and several hundred […]

Margot is one of the most prominent voices in the content strategy industry. She is the author of “Trustworthy: How the Smartest Brands Beat Cynicism and Bridge the Trust Gap” and “Content Strategy at Work: Real-World Stories to Strengthen Every Interactive Project” and the principal of Appropriate, Inc., a brand and content strategy consultancy based […]

Business owners implement her “Secret Profits™” systems to increase profitability $10k-$100k or more by eliminating their hidden “profit eating black holes”.Clients have turned to Amy since 1991 accelerating profits, increasing bottom lines, de-mystifying root causes of business losses and MAKING MORE MONEY without requiring adding costly inventory, changing locations, or adding more staff. Amy Rose […]

Samuel Sanders is an award-winning entrepreneur and member of the Nonfiction Authors Association, who has seen entrepreneurship, innovation, creativity, problem-solving, and ideation in action at a Fortune 500 company, an Inc. 5000 fastest-growing company, incubators, and companies he started himself. In his book Your Next Big Idea, he takes the lessons he learned from these […]

Dave Finberg is a top digital marketing expert who has been making websites since he was 9 years old. In 2015, Dave founded Peaks Digital Marketing, and has generated tens of millions of dollars in revenue for his clients. His passion is growing small, medium, and enterprise businesses with data-driven ROI-centered strategies. As a “Digital […]

Francois Lupien is a dynamic coach, mentor and speaker whose experience includes successfully working with Tony Robbins, Stephen Covey (7 Habits of Highly Effective People) and as a consultant with Bob Proctor (Movie: The Secret). Achieving excellence in everything he puts his mind to, Francois has been a Tae Kwon Do Canadian champion, a Top […]

Robin helps entrepreneurs embrace radically ethical marketing to promote themselves confidently, pitch themselves without feeling sleazy, and get more of the clients they really want.Learn More: https://empoweredfreelancer.com/

Robert Clinkenbeard is the CEO of The Radix Group, LLC which has offices in Greenville, Phoenix, and the UK. He is an entrepreneur, an author, senior leader in EO and a four time Ironman. He is a serial entrepreneur having sold his $20M company and now has several franchises, multiple real estate investments, the largest […]

Susie Carder started out as a low-paid hairdresser trying to support her 2 little girls.So she decided to do whatever it took to create her own business.After much blood sweat and tears, she went on to create, not one, but two $10 Million companies!Her core genius is the ability to simplify complicated issues by creating […]

Capping a 25-year career where he served as chief marketing officer and executive vice president, Scott Miller currently serves as FranklinCovey’s senior advisor on thought leadership, leading the strategy, development, and publication of the firm’s bestselling books and thought leadership. Miller is the author of the multivolume Mess to Success series, including Management Mess to […]

Neena Speer has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, […]

With a solid background as an entrepreneur and in commercial real estate development, Shelley understands how to make a vision a reality. With that same spirit she brings investment specialization to the North Denver market working with clients to evaluate existing and potential real estate portfolios to guide critical analysis on whether to hold, lease, […]

Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs. He has passed the Series 7 and 66 securities exams, holds California […]

Active in Sales within IT Industry for over 20 years. Lifelong affinity with health & sports. Started in 2005 pilot studio, in 2009 opening first franchised fit20 studio in the Netherlands. Now 130 studio’s in the Netherlands and 35 studio’s in 8 other countries; USA, UK, QA, NZ, FR, DE, DE, SE. As Founder and […]

Eric Reed never had trouble finding the experience to learn from, whether from leadership positions in media companies, building out marketing and sales infrastructure, strategically positioning revenue for start-up acquisition, or challenging people to always RETHINK, as host of take5: The Rethink Marketing Podcast. A Renaissance man whose expertise has been honed through a variety […]

Over the past 25 years, more than 20,000 sales managers from many of the world’s most successful companies have attended Kevin’s 2-day workshop on sales management leadership. Kevin also offers an online course for sales managers. Kevin is the author of three books: “Getting Into Your Customer’s Head” “Slow Down, Sell Faster!” “The Sales Manager’s […]

A successful serial entrepreneur, media trainer, and bestselling author, Aurora Winter loves launching thought leaders. ABC-TV, CBS-TV, KTLA-TV, CBC-TV, Hallmark Channel, Success magazine, Elle magazine, Maclean’s magazine, The Huffington Post, and many podcasts have featured Aurora Winter. Using her expertise in business, neuroscience, and film, Aurora helps leaders discover, master, and monetize their message. As […]

Roger is a Business Psychologist with clients all over the country. He has one trick: He trains leaders to monitor and manage their thinking. Great leaders work on themselves first, and then success in their companies follows. His clients are entrepreneurs, professionals, and business owners. He is especially qualified to help entrepreneurs who have had […]

Chris has been in the industry for over 30 years. Chris has dedicated her life to empowering individuals to become the best version of themselves. She has earned numerous awards and certifications over the course of her career. Her extensive years of service in Law Enforcement, lead to her become an advocate for women and […]

Adam helps get your message out to the world. Their clients are getting ranked in the top 1% on Apple Podcast and other top charts which means ONE thing: His clients have more influence than 99% of the podcasts out there. Adam says the reason most podcasters fail is a lack of marketing. This is […]

Dan is an expert in transformational leadership, helping leaders in every industry and sector and at every level of authority to answer the call of the changemaker and achieve the trophy goals that they care most about. Learn More: https://danduckworth.net/

Described by one client as a “statistician with a soul”, Nic has been working in the field of happiness and wellbeing for over 25 years. In 2010 Nic gave a TED talk on his previous work in public policy, which has now been watched over 2.3 million times. Named as one of the Top Ten […]

Daniel is a passionate storyteller, successful business owner, and self-acclaimed “chef” from Memphis, TN. Over the past 4 years, he has skyrocketed sales for dozens of incredible online business owners by managing their online marketin