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Patrick Cote

Patrick Cote

Founding PartnerAssetGrade LLC

Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Small BusinessesTax-efficient InvestingInvestmentsAcquisitionsCorporate Strategy
Tom Deans

Tom Deans

Full-time Professional SpeakerDetente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

Ian Scarffe

Ian Scarffe

Ian Scarffe is a serial entrepreneur, investor, key opinion leader and Blockchain consultant with business experience from around the world.www.ianscarffe.com

Business Ambassador, Entrepreneur, Founder, Consultant, Business Analyst

EntrepreneurStart-UpsStrategic Consulting
Bryan Wisda, CFP®

Bryan Wisda, CFP®

PresidentAlmega Wealth Management LLC

Wealth Manager to Successful Families & Driven Entrepreneurs

Investment ManagementFinancial PlanningBusiness Ownership and SuccessionMergers & AcquisitinosPassive Investment Management
Mark Dennis

Mark Dennis

PresidentA1A Wealth Management, Inc.

Engaging speaker who excels at simplifying personal and small business financial topics

Retirement IncomeSmall Business FinanceSocial Security