Bio: SoCal native helping advisors exceed their client's expectations with advanced life insurance planning techniques.

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

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

Bio: Enabling Financial Freedom

Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/

Bio: An advisor who enjoys the outdoors. When I help families figure out and plan for their why's in life, I too have the ability to live out mine.

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

Bio: I am a Certified Tax Planner as well as a Certified Tax Resolution Specialist. I "look through the window" of tax controversy when I do tax planning.

Bio: Help CPAs live better.

Bio: Jocinta (Jo for short) is the founder and owner of Zircon Financial Services. She’s been in the financial industry for nearly 30 years.

Bio: Vince Annable, is CEO and founder of VFO Advisory Group and Wealth Strategies Advisory Group. He is also creator of The Household Endowment Model®.

Bio: Michael Apollonsky is a Marketing Manager at Elite Resource Team. He runs paid ad campaigns, optimizes advertising funnels and more.

Bio: Squirrel Wrangler and Cat Whisperer!

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

Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.

Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

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

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

Bio: Fast growing firm focused on proactive tax planning.

Bio: Coming Soon

Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.

Bio: Glad to join ERT!

Bio: Member Success Manager for the Elite community

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

Bio: Resume is attached

Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.

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

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

Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.