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…
Dr. Chris Brummer is a professor of law and faculty director of Georgetown’s Institute of International Economic Law. Prior to joining Georgetown’s faculty in 2009, he was an assistant professor at Vanderbilt Law School. Brummer has also taught as a visiting professor at several leading universities, including the London School…
Mr. Julio P. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and…
In this game called life, Greg Blatt has a knack for drawing the wildcard. Blatt’s career has taken many twists and turns, from bartender, to entertainment law, to CEO of two of the largest internet dating companies in the world, but all have the commonality of being an ideal usage…
Lorne A Jenkins is the co-founder and CEO of Mini Money Management, an app that helps parents and teachers educate children on financial literacy using everyday experiences. For parents, the app helps make parenting fun and easy, while instilling important lessons like self motivation, responsibility and financial awareness. For teachers…
Andrew Chung is the founder and managing partner of 1955 Capital, a venture capital firm founded in 2017 to invest in and help promote companies that address the developing world’s most pressing challenges, especially as they relate to energy, healthcare, food, agriculture, education and sustainable manufacturing. Chung has more than…
Birchwood Loans is a Tampa, Florida based financing company which specializes in providing affordable financing for people looking for loans and mortgages for home purchase, home improvement or investment loans. Robert Goldstein, the president of Birchwood Loans, developed the idea 15 years, after investing in real estate throughout Florida. Robert’s…
Aaron Velky is an entrepreneur, writer, coach, speaker and author from Baltimore, Maryland. He’s the CEO of Ortus Academy, a financial intelligence company, that’s focused on changing the narrative of money, success and business for the future generations. Ortus Academy has worked with over 2200 individuals to shift their mindset…
Cynthia Cuccuini has been a real estate entrepreneur for over ten years. Her specialties include rental properties, flipping houses, lease options, and land contracts. Collectively as a real estate agent, she has bought and sold hundreds of properties in multiple states. Cynthia is also the founder of Hey Rich Girl,…
Mahes has spent the past 20 years in Financial Services, the last decade supporting a major banking institution grow their footprint in the Southwest. He recently struck out on his own with a number of former colleagues to help support advisor independence at Juncture Wealth Strategies. Prior to rejoining Wells…