Financial Planning Experts
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Bryan Wisda, CFP®
PresidentAlmega Wealth Management LLC
Wealth Manager to Successful Families & Driven Entrepreneurs
Sue Pimento
Founder | CEORetire with Equity
Writer, author & presenter focused on financial literacy and retirement strategies. I advocate for the health, wealth & purpose for retirees
Usha Rackliffe
Professor in the Practice of Accounting; Academic Director for Master in ManagementEmory University, Goizueta Business School
Stephen Stanisa, CPA
President & CEOHoward, Wershbale & Co.
President & CEO at Howard, Wershbale & Co.
Steve Kurylo
Chief Financial OfficerGrandBanks Capital
Steve Kurylo is the Chief Financial Officer at GrandBanks Capital and an expert in venture capital, private equity and valuation.
Timothy Dombek
Canon to the OrdinaryThe Episcopal Diocese of Arizona
I speak, preach, and teach to empower people, generous giving, and mission.
Hilary Martin, MBA, CFP®
Fee-Only CERTIFIED FINANCIAL PLANNER™ (CFP)Healthy Wealthy Families
Financial Advisor and Personal Finance Expert
Mero Samuel
Professional Trainer & CoachMero Samuel Learning & Development
Professional Speaker, Trainer & Strategic Coach
Mero Samuel
Business Educator & Strategist Australian Graduate School of Coaching & Entrepreneurship
Founder of The Australian Graduate School of Coaching & Entrepreneurship www.ags.education
Robert James, MBA
Associate Vice PresidentCorebridge Financial
Financial Planning Consultant; President Gracefully Speaking Toastmasters Club