Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!

Bio: Commercial Solar

Bio: VP of Client Relations for Inception Financial and have been in solar/finance for 15 years helping folks reduce tax liability via renewables.

Bio: Managing Partner at Inception Financial. 15+ yrs with clean tech firms including SolarCity and Tesla.

Bio: Wealth Management Advisor is the Appleton, WI. Outside of work, love travel, golf and hockey.

Bio: Help CPAs live better.

Bio: Primary focus is Charitable Planning. Charitable Impact Planning. Helping those who want to impact their future world.

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

Bio: Help Accountants, Bookkeepers CFOs, and financial consultants to grow $1M in fees by working with less than 50 clients with advisory ecosystem.

Bio: CEO, Kuttin Consulting Group and Founder of FASS

Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.

Bio: Proactive Facilitator

Bio: Faith, Husband, Father, Service I believe this life is all about relationships

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: Enrolled Agent Owner of Padgett Business Advisors in Centennial, CO. Tax professional who advises small businesses and their owners.

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

Bio: Glad to join ERT!

Bio: Lori Day is a comprehensive financial planner, serving in CA, FL, NV, AZ, & has been in the financial services industry since 2006.

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing

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

Bio: Provides advisory firms with the expertise and resources they need to deliver comprehensive outsourced financial plans for their clients.

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: For a full bio, go to www.DarrenSugiyama.com or https://www.lionsmarkcapital.com/about-us

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

Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.

Bio: In financial services industry since 2015. Former professional soccer player. Arsenal and Barca fan! Always eager to learn and improve.

Bio: CEO of Trained Advisor

Bio: Helping Agents & Advisors With Prospecting Strategies Meant for 2035 (also the most transparent 'marketer' you've ever talked with)