Jon Randall has been coaching and consulting the fastest-growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

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 […]

Her formal education includes Osteopathy, Myofascial Release, Cranio-sacral Therapy, Homeopathy and Ayurvedic medicine. Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as healing tools. She is an award winning columnist, she teaches courses to healing practitioners for continuing education credits. Ann has taught […]

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning. As a licensed fiduciary, Randy upholds the highest […]

Bree focuses on helping women and men rediscover who they are, heal from the past, and create extraordinary lives with purpose, power, and self-love. With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching after her own journey of loss, identity rebirth, and awakening. She’s certified through Tony […]

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety. With a comprehensive suite of services—including […]

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more […]

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping […]

Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how people get from where they are right now to where they want to be. It is about achieving their personal financial goals and enabling them to enjoy the fruits of their labor without […]

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety. With a comprehensive suite of services—including […]

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety. With a comprehensive suite of services—including […]

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning. As a licensed fiduciary, Randy upholds the highest […]

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning. As a licensed fiduciary, Randy upholds the highest […]

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning. As a licensed fiduciary, Randy upholds the highest […]

Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life […]

Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life […]

Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life […]

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more […]

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more […]

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approach is a deep emphasis on […]

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more […]

Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to […]

Lynne McTaggart For more than 20 years, Lynne McTaggart, an internationally bestselling and award-winning author and journalist, has been examining the bridge between frontier science and spirituality.  Lynne is mainly known for the quality of her narrative non-fiction and the depth of her research, her inspirational speaking style and her uncompromising role as a New Thought leader and spiritual change agent. https://lynnemctaggart.com/

Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment […]

In this episode, we’re joined by Josh Farley, President and entrepreneur, as he shares the three core values that transformed his company from six figures to seven figures. Josh dives into the tough decisions and bold changes that reshaped his business, including a surprising outcome: 90% of his employees left after the values shift. Through […]