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 financial advice. He co-founded the Academy of Certified Portfolio Managers and was instrumental in the creation of the Certified Portfolio Manager certification. He is a graduate of the United States Air Force Academy and has multiple other educational credentials.

Learn more:
https://mylatticewealth.com/ or https://justbuildwealth.co/

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Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Tax PreparationServices - February 25, 2026
• Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Transition at the firm - February 25, 2026
• Interview with Laura Kelly, Partner with Knoll & Company P.C Discussing Bookkeeping Strategies - February 25, 2026