Financial Planning
Business
Richard Donoff
Richard Donoff, Managing Partner at Sunshine Financial Partners in Parkland, FL, has spent over 26 years helping retirees create guaranteed income and protect against...
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Community
Kenneth W. Rudzinski
Kenneth W. Rudzinski is a retired financial advisor and author based in Fort Myers, FL. He founded The America Group in 1988 and authored...
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Community
Elliot Omanson
Elliot Omanson is the CEO of OWLFI Strategic Advisors in Lenexa, KS. A U.S. Army veteran and licensed financial advisor, he leads a firm...
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Business
Goutam Datta
Goutam Gary Datta is a Senior Financial Advisor and co founder of Adson Wealth Partners in Coppell, Texas. A former chemical engineer and business...
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Sales
Travis Braulick
Travis Braulick is a VP of investment and insurance services at Investment and Insurance Services in New Ulm, Minnesota. He is known for steady...
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Sales
Simon Joseph
Simon Joseph is the founder of Joseph Wealth in Alexandria, Virginia, an independent financial advisor focused on long-term planning, tax-efficient investing, and clear guidance...
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Sales
Dennis Farrah
Dennis Farrah is a Fishers, Indiana-based financial planning and accounting professional whose 40-year career was shaped by Boston grit, U.S. Army discipline, and a...
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Business
Joshua D. Mellberg
Joshua D. Mellberg is a Tucson-based financial entrepreneur known for building advisor firms around repeatable systems, measurable growth, and structured leadership, from J.D. Mellberg...
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Leadership
David Plunkett
David E. Plunkett is a Massachusetts CPA and firm owner who built his career on steady leadership, people-first accounting, and service. From corporate finance...
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Business
William Clawson
William Clawson is a Missoula, Montana and Oklahoma City, Oklahoma-based financial strategist and founder of Endeavor Financial Insights, helping small business owners use tax...
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Development
Spencer Short
Spencer Short is a Digital VEA at Morgan Stanley in Alpharetta, Georgia. This profile covers how Texas A&M built his confidence, work habits, and...
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Business
Joseph Ambalo
Joseph Ambalo is a New York based real estate developer and founder of Joseph Ambalo Ventures. He works with growing companies to improve cash...
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