Jim is the CEO and founder of Eagle View Advisors, LLC – an employee benefits and leadership/business management consulting company as well as an advisor to Aniline Inc. Prior to…

Mike currently serves as Executive Vice President of Asset Management and Operations at Bluerock Home Trust, Inc. Over the past decade, Mike has held senior financial and operational roles with…

Kathy manages a real estate management business with her husband, Mark Dennis, a former ten-year veteran of the NFL with the Miami Dolphins. Their vacation rental company manages over 100…

Jen has been with Alliance Bernstein for 22 years and serves as the Senior Vice President and Head of Defined Contribution distribution.  She studied Business Management and International Business at…

Will Coleman is the Global Head of Strategic Accounts for Franklin Templeton, and previously with Legg Mason, where he worked since 2004. Prior to his current role, he worked with…

Eric wears many hats. He is a luxury real estate agent in Southwest Florida focusing on residential and waterfront properties. Eric is originally from the Chicagoland area. He played Division…

Matt Brzica is the Senior Director of Business Development for CJ Logistics America and the owner of the Rialto Group, focusing on sales management, coaching, and assessment. Prior to CJ…

Fred is the CEO of TRAU, TPSU & 401kTV, the Creator of 401k Real Talk & Real Chat, and Contributing Editor of Wealthmanagement.com’s RPA Edge. He attended Boston College. Fred…

Franco is the founder and owner of Fit by Franco, a health and wellness company headquartered on Marco Island. Franco specializes in working with older clients to rediscover their balance,…