Bio: I'm Derek Spitzer and I am with HIG Captive Insurance Group, LLC. We are owned by Higginbotham, a top 20 insurance broker in the U.S.

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

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

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.

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

Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.

Bio: Part owner in Seal Of Promise Wealth Management. Big supporter in my community.

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

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

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