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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
Jiliene Helman

Jiliene Helman

Founder & CEORealtyMogul

Real Estate Crowdfunding

Real Estate FinanceCrowdfundingEntrepreneurship