Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: 30 year veteran and CFP® working with pre and post retirees on comprehensive retirement income and tax planning.

Bio: Comprehensive Financial Advisor at McAdam Financial. Series 65, Life & Health, CRPC™

Bio: I am a Team Based Financial Planner. I went to Cal Poly SLO. My wife Torry and I have 3 sons and live in wine country in Santa Rosa CA.

Bio: Accountant, Entrepreneur, Business Owner

Bio: I'm new here

Bio: Tax Director at Attracct Accounting Advisors. CPA with 10+ years of experience. Began my career at KPMG where I serviced a wide range of clients.

Bio: Recovering CPA, speaker, software developer, and serial entrepreneur, passionate 4 innovating tax firms & helping find peace, hope, & love in work.

Bio: Co-Founder

Bio: Co-Founder of the Exchange and CEO of Model FA

Bio: Financial professional seeking to change lives.

Bio: Co-Founder of Monarch Grove Wealth, Advisor for 16yrs with my CFP. Live with my wife in Lake Balboa CA

Bio: I'm a CFP looking to grow!

Bio: I'm passionate about building meaningful relationships focusing on helping individuals, businesses, and families be financial prepared and protected.

Bio: Financial Representative in Corinth MS helping individuals, families and business owners plan for their financial future.

Bio: I have over 35 years of accounting & IT consulting experience having been with 4 of the Big8, IBM and my firm working with businesses of all sizes.

Bio: Fractional CFO working with small to medium size businesses helping them To scale their businesses for growth without growing broke

Bio: CPA with years in accounting & finance. Expert in tax prep, reporting, and planning. MBA from Univ. of Idaho. Owner of Congdon & Co.

Bio: Planning Coordinator at Wealth Innovation Group

Bio: John is a wealth advisor serving CPA organizations and their high net worth family, foundation, and business clients for the last twenty-five years.

Bio: I help people invest in tax-free retirement vehicles and I am interested in learning further about tax savings to benefit my clients.

Bio: Eddie

Bio: Previously a physician for forty years taking care of folks physical health, I burned out. Now I help them fiscally and love it.

Bio: CEO AC & Safe Money Inc..."The Guardian of Generational Wealth" Asset Preservation.....Lifetime Income Planning Solutions....Tax-Free Retirement

Bio: Justin Poole, CPA

Bio: Business Owner Mother of 3 girls

Bio: Jake Rothman serves clients with comprehensive wealth management on a fiduciary, fee-only basis, leaning on his background as a CPA and investor.

Bio: Helping business owners get centered and know what that feels like when its achieved! Choose your hard!

Bio: Member Marketing Associate | Motivated & Dynamic with Experience in Sales | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: Jacob is President and CEO of Ascendancy. Ascendancy is a firm that helps construction companies increase profits and decrease tax liabilities.