Nathan Liao is the founder of CMA Exam Academy, a top Certified Management Accountant exam review program. As a CMA and CMA coach, Nathan mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. The unique review framework in CMA…
Joe Lucey is a Certified Financial Planner and tax expert with almost 30 years of experience advising clients on their current and future finances. For the past 10 years, he’s also been the host of his radio show, Secured Retirement Radio, in Minneapolis. He learned early in his career that…
Michelle Bomberger is the CEO and Managing Attorney at Equinox Business Law Group. As a small business founder and a fellow entrepreneur, Michelle understands the emotional and practical aspects of owning a business. This makes her an effective guide for business leaders in evaluating risk and opportunity in their decision…
Gagan Grewal, CEO of Mogul Productions, leads the financial vision for the platform, including development of the Mogul Continuous Organization and Smart Wallet. Prior to joining Mogul, Gagan was the managing partner of a private equity firm, led the private banking team for Scotia Wealth Management, and founded his own…
Daniel is the Founder of JavaBlue and is a full-time investor, actively buying and growing online business and real estate, and having full ownership in over 30 companies worldwide. Daniel owns businesses anywhere from online publishing, digital marketing, SaaS, e-commerce, and real estate. Daniel launched his fully privately owned investment…
Olivia Summerhill, the founder of Summerhill Wealth Management, works exclusively with affluent women, protecting their lifestyle throughout the divorce process. Olivia works closely with her clients’ divorce mediators to negotiate the most advantageous settlements. After the divorce finalization, Olivia uses her knowledge of behavioral finance to work with her clients…
Ram Krishnna Rao is an experienced serial entrepreneur, CEO of MarketOrders, and has 13 years’ experience in Forex, arbitrage, & online Bullion trading. He is a qualified IBM blockchain developer and was named as a Top 100 European Digital Pioneer by The Financial Times & Google with his work as…
Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors and Heritage Business Advisors, and owner of FinanciallySimple.com, is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur. Armed with 20+ years of experience starting, buying, selling, and owning businesses, Justin spends most of his time…
Håkan Wohlin is a successful international banker and entrepreneur with more than 30 years of experience in the financial services sector. He has held senior positions at Deutsche Bank, most notably serving as Global Head of Debt Origination. At present, he is the Founder & Managing Partner of advisory firm…
Greg Heller is the Founder and Chief Executive Officer of Los Angeles-based HCR Wealth Advisors. Greg founded HCR Wealth Advisors on with the core company principles that still support the company today. He wanted to create a firm that put the clients first and gave the most comprehensive and educated…
Anthony Denier has over 20 years of experience in management, compliance, operations, trading, sales, and research of both US and International equity, derivative, and fixed income market products. From the very early stages in his career, Anthony has embraced the entrepreneurial spirit and always looked to disrupt the status quo…