Bio: Resume is attached

Bio: Pam Brar, CPA, founded Optimize Accounting Solutions in the Bay Area. Pam specializes in high-quality tax and accounting solutions.

Bio: Serve

Bio: Help CPAs live better.

Bio: Love people, numbers and strategies.

Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughter Journee.

Bio: Helping individuals and business owners with appropriate solutions.

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

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

Bio: I'm finding out I don't know as much as I thought I did. I don't have all the answers, but here I've got the right people to ask! Pretty exhilarating.

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

Bio: Insurance Broker and Financial advisor that support businesses by helping them with strategic insurance planning and solutions to accomplish goals.

Bio: I have served at every level in the field since 2006. Happily married with 2 children and a beagle. Reside in the Nashville, TN metro area.

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

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

Bio: Tom Suvansri is a financial strategist and is the founder of Perennial Pride, a company that helps clients maximize their wealth with less risk.

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

Bio: Financial Advisor, Educator, Investor

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.

Bio: Douglas Steinke

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

Bio: Financial strategist, tax, wealth, and retirement planning.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Financial Advisor. Lives in Indiana, Kentucky, and Florida. Love to fish!

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Work with clients to create financial security. For fun, spoil my grandchildren.

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

Bio: CFP, LL.M. in int tax, offshore planning, wealth management with offices in VA & NJ. Look forward to EMG networking. Playing guitar with my band.

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.