Bio: Glad to join ERT!

Bio: Financial Planner & Certified Student Loan Professional

Bio: I am a Senior Financial Advisor with Capital Street Financial Services in St. Paul, MN.

Bio: Chief Loophole Officer

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Bio: Focused on helping business owners grow the value of their largest asset while simultaneously getting ready to have a great exit.

Bio: President and Founder of Digital Financial, fractional CFO and bookkeeping firm. Long Island, NY and love to boat!

Bio: Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.

Bio: Love to support businesses by helping them with strategic insurance planning and solutions to accomplish goals. We keep the American dream alive.

Bio: Leslie is a financial advisor in Barrington, IL

Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.

Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.

Bio: Own RIA in Portland, OR. Love to travel to exotic places and learn about the history and meet new people.

Bio: A sustainable growth catalyst and trusted financial adviser to the most ambitious entrepreneurs. Founder and CEO of Compass CPA, PC.

Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.

Bio: CPA, CMA, EA, Managing Broker - Real Estate, Insurance Producer

Bio: To follow

Bio: I'm a financial planner, CFP, and CPA out of Philadelphia who helps advisors free up their time and add expertise to their planning process.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.

Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Owner of Downing & Company, LLC in Portland, Oregon.

Bio: Financial Advisor at Wealth Innovation Group

Bio: I help CPAs and other business owners enjoy their careers and more profitability!

Bio: Here to Skool you all.

Bio: Client Advisory Manager for Baldwin CPAs

Bio: I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Passionate, fun loving advisor, entrepreneur, innovator.