Bio: Former healthcare CFO of $200M organization who started a CPA firm in my hometown last November.

Bio: Founder and Tax Strategist My Tax Planner LLC

Bio: Gary C Wong, CPA/Business Financial Advisor/Fractional CFO

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

Bio: CPA with 10+ years experience serving individuals, small businesses, and corporations with tax compliance and corporate accounting & finance services.

Bio: I am a CPA in Chicago. I would like to learn more about the Advisory Services.

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

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

Bio: Julio Gonzalez, The Most Interesting Man in Tax, is CEO and Chairman of Engineered Tax Services which is the country’s largest resource of tax credits

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: Dedicated to forging unique connections with our clients, Socair operates on a level distinct from traditional CPA firms.

Bio: Financial professional seeking to change lives.

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

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

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

Bio: I'm a CFP looking to grow!

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

Bio: 30 year veteran of the financial wold. Entrepreneur and Managing Principal of three organizations.

Bio: Tax and Finance entrepreneur since 2007, former tax/civil litigation attorney, and financial strategist. We are scaling for the impact of excellence.

Bio: Provides business owners with internal accounting, periodic reporting, forecasting and tax planning, as well as succession planning.

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

Bio: Copywriter

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: 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: Live in Windsor Mill, MD, Experience 32 yrs, Currently Annuity & Life License

Bio: Not your typical accountant/EA! Cross between Carlin, Monty Python and Bill Nye. Started in biology/chemistry and moved to accounting/tax.

Bio: Proactive Coordinator- Kotini & Kotini