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 […]

In this episode, we’re joined by Jean-Sebastien Busque—author, entrepreneur, and TEDx speaker from Quebec, Canada—for a candid, thought-provoking conversation about identity, resilience, and becoming fully yourself. Jean-Sebastien shares his powerful journey of transitioning from living as a woman to stepping into life as a man, offering honest reflections, unexpected lessons, and perspectives delivered with warmth […]

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 […]

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 […]

Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution. Ben has been featured in the Top 100 Entrepreneurs, Forbes, and The Wall Street Journal. His firms have earned national recognition, including 2 time Top 400 Fastest Growing Companies with Inc. 500 […]

Laura lost her third child, Terrah, to Sudden Infant Death Syndrome in 1994 and Angel Eyes (formerly called The Colorado SIDS Program) reached out immediately. Laura has hosted lobster dinners for over 200 guests, founded the Angel Walk (formally the Walk to Remember). In 2014, she joined the Board of Directors and moved up to […]

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

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

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

The lead lioness of our pride, Carrie is absolutely relentless in the protection of her people. That starts with her wonderful family: her husband, Britt, and her children Izzy and Colton. But her tribe extends to include everyone she works with – and every client she works for. A senior management professional with nearly 30 […]

James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, […]

James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, […]

James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, […]

Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning. Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping […]

LaWanna Bradford, MPA is an award-winning global strategist, financial analyst, and creator of The R3 System™—a framework designed to help organizations Refocus, Reframe, and Reconnect for long-term relevance. As COO of The Bradford Group, she’s led $2B+ in operational turnarounds, helping companies thrive amid disruption. A bestselling author, media host, and international speaker, LaWanna empowers […]

Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable centers of healing. A father, storyteller, and former action-sports […]

Lauren, a native of Madison, WI, graduated with a B.S. in Molecular Biology and Spanish from the University of Wisconsin–Madison. She then earned her M.D. at Stanford University, where she was awarded a Howard Hughes Medical Institute (HHMI) research scholarship to study osteosarcoma at the National Cancer Institute (NCI) in Washington, D.C. She completed her […]